Canopy Notetaker: AI meeting assistant built for accounting firms that records client calls and produces accounting-specific summaries and tasks. Pluely: A lightweight open-source desktop AI meeting assistant that captures system audio for live transcription and on-call answers without joining as a visible bot. 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 Pluely when running a privacy-conscious, locally processed meeting helper via ollama 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.
A lightweight open-source desktop AI meeting assistant that captures system audio for live transcription and on-call answers without joining as a visible bot.
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
Pluely is an open-source AI meeting assistant created by independent developer Srikanthnani and released in 2025 as a privacy-first, bot-free alternative to commercial in-meeting copilots. Built with Tauri, the app is roughly 10MB and launches quickly, running as an always-on-top overlay on macOS (Apple Silicon and Intel), Windows, and Linux. Rather than sending a participant into your call, Pluely captures system audio and microphone input directly on your device, converts speech to text, and can surface AI responses and notes during a meeting, interview, or presentation. It is bring-your-own-key, so users connect their own provider credentials; it supports a wide range of large language models, including OpenAI, Anthropic Claude, Google Gemini, Grok, Mistral, Cohere, Ollama, and custom endpoints, alongside multiple speech-to-text engines such as Whisper, Deepgram, ElevenLabs, Groq, and Azure. Because it is GPL-licensed and fully inspectable, teams can audit or modify the code, and local model options via Ollama allow processing to stay on the machine. As an indie project it depends on external API keys for most capabilities and is still maturing. Confirm features and any usage policies on the official site. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Canopy Notetaker is a free tier with paid upgrades (freemium); Pluely is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Canopy Notetaker | Pluely |
|---|---|---|
| Core capability | Meeting notes linked to the relevant client record | Bot-free capture of system audio and microphone for live transcription |
| Standout feature | Automatically joins, records, and transcribes client and internal meetings | Always-on-top overlay app for macOS, Windows, and Linux |
| Team usage | Accounting-specific summaries highlighting client intent, tax risks, and next steps | Bring-your-own-key support for many LLMs (OpenAI, Claude, Gemini, Grok, Mistral, Cohere, Ollama, custom) |
| Integrations | Automatic extraction of follow-up tasks and client commitments | Multiple speech-to-text providers (Whisper, Deepgram, ElevenLabs, Groq, Azure, and others) |
| Languages & capture | Searchable firm-wide meeting history with permission-based access | Lightweight (~10MB) and fast to launch |
| Best-fit workflow | Delivered within the Canopy practice-management platform | Open source under GPL with optional local processing via Ollama |
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.
Pluely
Choose Pluely if you need getting live transcription and ai assistance during meetings without a visible bot in the call — strengths include free and open source with fully inspectable code.
Canopy Notetaker
Pluely
It depends on your workflow. Canopy Notetaker is strong for accountants capturing notes from client advisory and tax meetings, while Pluely is strong for getting live transcription and ai assistance during meetings without a visible bot in the call. Both transcribe and summarize meetings.
Canopy Notetaker is a free tier with paid upgrades and Pluely 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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