Canopy Notetaker: AI meeting assistant built for accounting firms that records client calls and produces accounting-specific summaries and tasks. Oliv: AI sales assistant for revenue teams that handles meeting prep, live transcription, deal intelligence, and post-call follow-up. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Canopy Notetaker when accountants capturing notes from client advisory and tax meetings matters most, and Oliv when maintaining crm hygiene and pipeline visibility for sales managers 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 sales assistant for revenue teams that handles meeting prep, live transcription, deal intelligence, and post-call follow-up.
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
Oliv is an AI sales assistant built for account executives, sales managers, and revenue teams that want support across the full sales cycle rather than just a single meeting. Before calls, it helps reps prepare with prospect research, suggested questions, and daily deal summaries that prioritize the pipeline. During meetings, Oliv joins to provide live transcription, surface key moments, and follow live scorecards and adaptive talk tracks so reps can stay focused on the conversation. After the call, it generates meeting summaries delivered via Slack, Teams, or email, drafts follow-up emails, and syncs notes and deal data back to the CRM. A central part of Oliv is capturing deal intelligence from every meeting, call, and email, structuring it into scorecards built on sales methodologies such as MEDDICC, BANT, and SPICED so managers can review opportunities and coach reps. Oliv integrates with common revenue-team tools including Salesforce, HubSpot, Zoom, and Microsoft Teams. It is designed for teams that want automated note-taking, CRM hygiene, and pipeline visibility without adding manual admin work for sellers. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Canopy Notetaker is a free tier with paid upgrades (freemium); Oliv is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Canopy Notetaker | Oliv |
|---|---|---|
| Core capability | Meeting notes linked to the relevant client record | Live meeting transcription and instant call highlights |
| Standout feature | Automatically joins, records, and transcribes client and internal meetings | Pre-meeting prospect research and AI meeting prep |
| Team usage | Accounting-specific summaries highlighting client intent, tax risks, and next steps | Deal intelligence scorecards using MEDDICC, BANT, and SPICED frameworks |
| Integrations | Automatic extraction of follow-up tasks and client commitments | AI meeting summaries delivered to Slack, Teams, or email |
| Languages & capture | Searchable firm-wide meeting history with permission-based access | Automatic CRM sync and follow-up email drafting |
| Best-fit workflow | Delivered within the Canopy practice-management platform | Live meeting transcription and instant call highlights |
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.
Oliv
Choose Oliv if you need giving account executives automated prep and follow-up around sales calls — strengths include supports the full sales cycle from prep through follow-up.
Canopy Notetaker
Oliv
It depends on your workflow. Canopy Notetaker is strong for accountants capturing notes from client advisory and tax meetings, while Oliv is strong for giving account executives automated prep and follow-up around sales calls. Both transcribe and summarize meetings.
Canopy Notetaker is a free tier with paid upgrades and Oliv 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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