Canopy Notetaker: AI meeting assistant built for accounting firms that records client calls and produces accounting-specific summaries and tasks. Motion AI Notetaker: AI notetaker inside Motion's productivity suite that joins calls, transcribes and summarizes them, and converts action items into scheduled tasks. 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 Motion AI Notetaker when teams that want notes and to-dos in one productivity platform 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.
AI notetaker inside Motion's productivity suite that joins calls, transcribes and summarizes them, and converts action items into scheduled tasks.
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
Motion's AI Notetaker is the meeting-capture feature within Motion, a broader AI productivity and work-management platform. When enabled, the notetaker automatically joins virtual calls on Zoom, Google Meet and Microsoft Teams, records video and audio, and transcribes the conversation, then generates structured summaries covering attendees, key points, decisions, context and action items shortly after the meeting ends. Transcripts, recordings and notes are stored together in a dedicated meeting-notes area and are searchable, with summary sections linked back to the relevant moment in the recording so users can jump to a specific point. Its distinguishing feature is the tie-in with Motion's task and calendar engine: action items surfaced from a meeting can be turned into tasks with assignees, deadlines and durations, and then automatically scheduled around the user's existing commitments. The notetaker supports transcription across many spoken languages while keeping summaries in English for consistency. Motion is aimed at busy professionals, managers and teams who want their meeting notes to flow directly into an actionable, automatically scheduled to-do list rather than living in a separate notes tool. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Canopy Notetaker is a free tier with paid upgrades (freemium); Motion AI Notetaker is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Canopy Notetaker | Motion AI Notetaker |
|---|---|---|
| Core capability | Meeting notes linked to the relevant client record | Auto-joins Zoom, Google Meet and Microsoft Teams calls |
| Standout feature | Automatically joins, records, and transcribes client and internal meetings | Records and transcribes meetings with multilingual transcription support |
| Team usage | Accounting-specific summaries highlighting client intent, tax risks, and next steps | Structured summaries with attendees, key points, decisions and action items |
| Integrations | Automatic extraction of follow-up tasks and client commitments | Action items convertible into scheduled tasks with deadlines |
| Languages & capture | Searchable firm-wide meeting history with permission-based access | Searchable notes linked to timestamps in the recording |
| Best-fit workflow | Delivered within the Canopy practice-management platform | Part of an integrated productivity and calendar platform |
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.
Motion AI Notetaker
Choose Motion AI Notetaker if you need managers turning meeting action items into scheduled tasks automatically — strengths include tight integration between meeting notes and automatic task scheduling.
Canopy Notetaker
Motion AI Notetaker
It depends on your workflow. Canopy Notetaker is strong for accountants capturing notes from client advisory and tax meetings, while Motion AI Notetaker is strong for managers turning meeting action items into scheduled tasks automatically. Both transcribe and summarize meetings.
Canopy Notetaker is a free tier with paid upgrades and Motion AI Notetaker is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Yes. Many teams run more than one meeting assistant when the workflows are complementary.
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