Canopy Notetaker: AI meeting assistant built for accounting firms that records client calls and produces accounting-specific summaries and tasks. Orum: AI-powered parallel and power dialer for sales teams with automatic call recording, real-time assist, AI scoring, and roleplay coaching. 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 Orum when coaching reps with real-time assist and automatic call scoring matters most. Run both through a week of actual calls to see which suits your workflow.
AI meeting assistant built for accounting firms that records client calls and produces accounting-specific summaries and tasks.
AI-powered parallel and power dialer for sales teams with automatic call recording, real-time assist, AI scoring, and roleplay coaching.
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
Orum is an AI-powered sales dialer platform built for sales development teams that make high volumes of outbound calls. Its core function is to maximize live conversations through power and parallel dialing, calling multiple numbers at once and connecting reps only when a real person answers, while routing past voicemails and busy signals so reps stay in back-to-back conversations. Around the dialer, Orum layers AI features for recording, coaching, and analysis. Every call is automatically logged and recorded, with timestamps that make it easy to revisit specific moments, and Orum integrates with conversation intelligence tools so recordings flow into a team's existing stack. Its Assist feature listens to conversations in real time and surfaces the right response when a rep needs it, such as handling an objection, responding to a competitor mention, or recognizing a buying signal. Orum also offers an AI coaching suite with automatic call scoring against proven criteria, scenario-based AI roleplay practice, and coaching portals that build each rep's coaching playlist from performance trends. Orum is aimed at SDR and outbound sales teams that want to combine high-efficiency dialing with AI-driven coaching. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Canopy Notetaker is a free tier with paid upgrades (freemium); Orum is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Canopy Notetaker | Orum |
|---|---|---|
| Core capability | Meeting notes linked to the relevant client record | Power and parallel dialing with live-answer detection |
| Standout feature | Automatically joins, records, and transcribes client and internal meetings | Automatic call logging and recording with timestamps |
| Team usage | Accounting-specific summaries highlighting client intent, tax risks, and next steps | Real-time Assist surfacing objection and competitor responses |
| Integrations | Automatic extraction of follow-up tasks and client commitments | AI call scoring against proven criteria |
| Languages & capture | Searchable firm-wide meeting history with permission-based access | Scenario-based AI roleplay and coaching portals |
| Best-fit workflow | Delivered within the Canopy practice-management platform | Power and parallel dialing with live-answer detection |
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.
Orum
Choose Orum if you need increasing live connect rates for sdr outbound calling — strengths include parallel dialing maximizes live conversations per session.
Canopy Notetaker
Orum
It depends on your workflow. Canopy Notetaker is strong for accountants capturing notes from client advisory and tax meetings, while Orum is strong for increasing live connect rates for sdr outbound calling. Both transcribe and summarize meetings.
Canopy Notetaker is a free tier with paid upgrades and Orum 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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