Canopy Notetaker: AI meeting assistant built for accounting firms that records client calls and produces accounting-specific summaries and tasks. Proactor AI: AI note-taking app that records conversations, transcribes in real time, and turns meetings into structured notes and 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 Proactor AI when recording lectures or interviews with real-time transcription matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
AI meeting assistant built for accounting firms that records client calls and produces accounting-specific summaries and tasks.
AI note-taking app that records conversations, transcribes in real time, and turns meetings into structured notes and 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
Proactor AI, published by PROACTORAI LIMITED, is an AI note-taking and voice-recording application that captures meetings, lectures, interviews, and personal voice memos and converts speech to text in real time. As a recording runs, it analyzes the conversation and surfaces summaries, key insights, and suggestions, then organizes the resulting notes by speaker and topic. A notable aspect of Proactor is its task orientation: it can automatically turn discussion into action items, including assigning owners and due dates, so that spoken conversations become trackable outcomes rather than static transcripts. The app retains context across sessions so it can reference earlier conversations, and it lets users export notes in formats such as PDF, Word, Markdown, and plain text. It supports transcription in multiple languages and can double as a general-purpose voice recorder for journaling, ideas, and quick memos. Proactor is aimed at professionals and teams who want both meeting documentation and follow-up task management, and it syncs notes across iOS, iPad, Android, and the web. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Canopy Notetaker is a free tier with paid upgrades (freemium); Proactor AI is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Canopy Notetaker | Proactor AI |
|---|---|---|
| Core capability | Meeting notes linked to the relevant client record | Real-time speech-to-text transcription |
| Standout feature | Automatically joins, records, and transcribes client and internal meetings | AI summaries, key insights, and in-conversation suggestions |
| Team usage | Accounting-specific summaries highlighting client intent, tax risks, and next steps | Automatic action items with assigned owners and due dates |
| Integrations | Automatic extraction of follow-up tasks and client commitments | Notes organized by speaker and topic |
| Languages & capture | Searchable firm-wide meeting history with permission-based access | Cross-session context retention |
| Best-fit workflow | Delivered within the Canopy practice-management platform | Export to PDF, Word, Markdown, and TXT |
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.
Proactor AI
Choose Proactor AI if you need capturing meetings and immediately generating assignable follow-up tasks — strengths include converts conversations directly into trackable tasks with owners and due dates.
Canopy Notetaker
Proactor AI
It depends on your workflow. Canopy Notetaker is strong for accountants capturing notes from client advisory and tax meetings, while Proactor AI is strong for capturing meetings and immediately generating assignable follow-up tasks. Both transcribe and summarize meetings.
Canopy Notetaker is a free tier with paid upgrades and Proactor AI 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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