Canopy Notetaker: AI meeting assistant built for accounting firms that records client calls and produces accounting-specific summaries and tasks. RecordMeeting: AI meeting recorder and notetaker from Qualtir, available on the Google Workspace Marketplace and Chrome Web Store, that records, transcribes and summarizes Google Meet and other calls. 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 RecordMeeting when generating action-item summaries for teams that rely on google meet 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 meeting recorder and notetaker from Qualtir, available on the Google Workspace Marketplace and Chrome Web Store, that records, transcribes and summarizes Google Meet and other calls.
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
RecordMeeting is an AI meeting recorder and notetaker developed by Qualtir and distributed both as a Chrome extension on the Chrome Web Store and as a Google Workspace add-on through the Google Workspace Marketplace. Its primary focus is Google Meet, where it adds one-click recording, automatic transcription with speaker labels and timestamps, AI-generated summaries with action items, and meeting notes. Recordings, transcripts and summaries are stored in a private workspace on RecordMeeting's own platform rather than counting against the user's Google Drive storage, and an AI-powered search lets users jump to specific moments by asking natural-language questions about what was discussed. A notable positioning point is accessibility: unlike many Workspace Marketplace tools that require a paid Google Workspace account, RecordMeeting installs per-user and works with free Gmail accounts as well as any Workspace tier. Beyond Google Meet, the company describes support for Zoom, Microsoft Teams and Webex, along with sharing integrations. The product is actively operating in 2026 and supports desktop along with mobile platforms. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Canopy Notetaker is a free tier with paid upgrades (freemium); RecordMeeting is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Canopy Notetaker | RecordMeeting |
|---|---|---|
| Core capability | Meeting notes linked to the relevant client record | Available on the Google Workspace Marketplace and Chrome Web Store |
| Standout feature | Automatically joins, records, and transcribes client and internal meetings | One-click recording for Google Meet calls |
| Team usage | Accounting-specific summaries highlighting client intent, tax risks, and next steps | Automatic transcription with speaker labels and timestamps |
| Integrations | Automatic extraction of follow-up tasks and client commitments | AI-generated summaries with action items |
| Languages & capture | Searchable firm-wide meeting history with permission-based access | AI-powered search to jump to specific moments in a meeting |
| Best-fit workflow | Delivered within the Canopy practice-management platform | Recordings stored on its own platform, separate from Google Drive quota |
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.
RecordMeeting
Choose RecordMeeting if you need recording and transcribing google meet calls without a paid workspace plan — strengths include distributed through both the google workspace marketplace and chrome web store.
Canopy Notetaker
RecordMeeting
It depends on your workflow. Canopy Notetaker is strong for accountants capturing notes from client advisory and tax meetings, while RecordMeeting is strong for recording and transcribing google meet calls without a paid workspace plan. Both transcribe and summarize meetings.
Canopy Notetaker is a free tier with paid upgrades and RecordMeeting 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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