Canopy Notetaker: AI meeting assistant built for accounting firms that records client calls and produces accounting-specific summaries and tasks. Minutes: Open-source, local-first conversation memory layer that records and transcribes meetings, diarizes speakers, and stores searchable notes as markdown for AI agents. The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Canopy Notetaker when accountants capturing notes from client advisory and tax meetings matters most, and Minutes when recording and transcribing calls locally for users who refuse cloud meeting tools matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
AI meeting assistant built for accounting firms that records client calls and produces accounting-specific summaries and tasks.
Open-source, local-first conversation memory layer that records and transcribes meetings, diarizes speakers, and stores searchable notes as markdown for AI agents.
Canopy Notetaker is an AI meeting assistant designed specifically for accounting and advisory firms and the client-meeting type they run. It automatically joins scheduled client and internal meetings, records the conversation, and generates a full transcription. Rather than generic bullet points, its summaries are tuned for accounting work, highlighting client intent, potential tax risks, commitments, and next steps. Follow-up tasks such as document requests, deadline commitments, and client decisions are extracted from the conversation and organized automatically. Because the notetaker is part of Canopy's practice-management platform, meeting transcripts and summaries link directly to the relevant client record, building a searchable firm-wide history of client conversations with permission-based access controls so the information stays inside the firm's secure system instead of being scattered across separate tools. For a meeting-tools directory, its relevance is the vertical focus: it is a meeting notetaker oriented toward the recurring client and advisory calls handled by accounting teams, keeping documentation tied to client context. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Minutes, built by Mat Silverstein, is an open-source, privacy-first conversation memory layer that captures meetings, calls, voice memos, and dictation and turns them into searchable, AI-accessible notes. It transcribes audio locally using whisper.cpp or Parakeet so audio never has to leave the machine, performs speaker diarization to separate voices, and extracts decisions and action items, writing everything to the user's own disk as plain markdown files with structured YAML frontmatter. Because the output lives in a local folder (for example ~/meetings/), the notes can sync across devices through iCloud, Dropbox, or Google Drive and can be read directly by AI tools. A central design goal is integration with AI assistants: Minutes runs an MCP server exposing a large set of tools so coding and chat agents such as Claude, Codex, Gemini CLI, and others can query past conversations, track relationships across meetings, and surface what was promised to whom. It ships as a macOS desktop app with a menu-bar recorder and AI assistant, plus a cross-platform command-line interface, and includes a dictation hotkey mode. The project is MIT licensed, installable via Homebrew, and actively maintained with frequent releases, making it a fully self-hostable option for people who want durable, private, searchable meeting memory rather than a cloud subscription. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Canopy Notetaker is a free tier with paid upgrades (freemium); Minutes is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Canopy Notetaker | Minutes |
|---|---|---|
| Core capability | Meeting notes linked to the relevant client record | Local transcription with whisper.cpp or Parakeet, no cloud audio upload |
| Standout feature | Automatically joins, records, and transcribes client and internal meetings | Speaker diarization to attribute who said what |
| Team usage | Accounting-specific summaries highlighting client intent, tax risks, and next steps | Plain-markdown output with YAML frontmatter stored on your own disk |
| Integrations | Automatic extraction of follow-up tasks and client commitments | MCP server exposing tools so AI agents can query meeting history |
| Languages & capture | Searchable firm-wide meeting history with permission-based access | Cross-meeting search, relationship tracking, and action-item extraction |
| Best-fit workflow | Delivered within the Canopy practice-management platform | macOS desktop app plus cross-platform CLI and dictation hotkey mode |
Canopy Notetaker
Choose Canopy Notetaker if you need accountants capturing notes from client advisory and tax meetings — strengths include summaries tailored to accounting and advisory conversations.
Minutes
Choose Minutes if you need building a private, searchable memory of meetings and voice notes that ai agents can query — strengths include fully local-first and mit licensed, keeping conversation data private and portable.
Canopy Notetaker
Minutes
It depends on your workflow. Canopy Notetaker is strong for accountants capturing notes from client advisory and tax meetings, while Minutes is strong for building a private, searchable memory of meetings and voice notes that ai agents can query. Both transcribe and summarize meetings.
Canopy Notetaker is a free tier with paid upgrades and Minutes is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
You can — some teams pair them when each covers a different part of the meeting workflow.
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