Canopy Notetaker: AI meeting assistant built for accounting firms that records client calls and produces accounting-specific summaries and tasks. Modjo: French conversation- and revenue-intelligence platform that transcribes sales calls and meetings, surfaces deal signals, and coaches reps, with data hosted in France. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Canopy Notetaker when accountants capturing notes from client advisory and tax meetings matters most, and Modjo when european companies needing conversation intelligence with eu data hosting matters most. Try them side by side on real calls before deciding — needs vary by team.
AI meeting assistant built for accounting firms that records client calls and produces accounting-specific summaries and tasks.
French conversation- and revenue-intelligence platform that transcribes sales calls and meetings, surfaces deal signals, and coaches reps, with data hosted in France.
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
Modjo is a conversation- and revenue-intelligence platform founded in Paris, France, and aimed primarily at sales teams. It integrates with phone systems, video-conferencing tools, email, and calendars to automatically capture and transcribe business conversations in many languages, then applies AI to summarize calls and meetings and extract actionable insights. Beyond transcription and summaries, Modjo focuses on the revenue workflow: it scores calls, surfaces signals such as expansion opportunities, churn risk, and competitor mentions, automates CRM updates, and provides coaching feedback to help representatives improve. It offers AI agents and integrates natively with CRMs including Salesforce and HubSpot so insights are available where sales teams already work. Modjo positions itself as a European option for conversation intelligence: its data is hosted in France on AWS servers in the Paris region, and it states GDPR compliance and SOC 2 Type II certification, which is relevant for European organizations with data-residency requirements. It is used by a range of European companies. Modjo is best for sales and revenue teams, especially those in Europe, that want call recording, transcription, and deal intelligence with European data hosting. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Canopy Notetaker is a free tier with paid upgrades (freemium); Modjo is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Canopy Notetaker | Modjo |
|---|---|---|
| Core capability | Meeting notes linked to the relevant client record | Automatic capture and transcription of calls and meetings |
| Standout feature | Automatically joins, records, and transcribes client and internal meetings | AI call scoring and conversation analytics |
| Team usage | Accounting-specific summaries highlighting client intent, tax risks, and next steps | Deal-signal detection (expansion, churn risk, competitors) |
| Integrations | Automatic extraction of follow-up tasks and client commitments | Automated CRM updates and AI agents |
| Languages & capture | Searchable firm-wide meeting history with permission-based access | Native Salesforce and HubSpot integration |
| Best-fit workflow | Delivered within the Canopy practice-management platform | Data hosted in France with GDPR and SOC 2 Type II |
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.
Modjo
Choose Modjo if you need sales teams analyzing and coaching on call performance — strengths include european data hosting with gdpr and soc 2 type ii claims.
Canopy Notetaker
Modjo
It depends on your workflow. Canopy Notetaker is strong for accountants capturing notes from client advisory and tax meetings, while Modjo is strong for sales teams analyzing and coaching on call performance. Both transcribe and summarize meetings.
Canopy Notetaker is a free tier with paid upgrades and Modjo is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Sure. Running both makes sense when their strengths don't overlap and the budget allows.
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