Canopy Notetaker: AI meeting assistant built for accounting firms that records client calls and produces accounting-specific summaries and tasks. Rehearsal: Video-based roleplay and AI practice platform where sales teams rehearse real-world scenarios and get feedback. 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 Rehearsal when certifying reps' messaging through reviewer-scored practice attempts 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.
Video-based roleplay and AI practice platform where sales teams rehearse real-world scenarios and get feedback.
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
Rehearsal is a video-based practice and roleplay platform, developed by ELB Learning, that gives sales teams and other learners a safe environment to practice their selling and communication skills before high-stakes situations. Learners record video responses to real-world scenarios, build the muscle memory needed to perform under pressure, and receive feedback through multiple practice attempts. The platform pairs traditional video roleplay with AI capabilities: an AI-powered feature evaluates learner video responses and provides automated feedback and assessment metrics, complementing human review from mentors and managers. Rehearsal Coaching supports collaborative, iterative learning by letting reviewers leave feedback and allowing learners to retry until they improve, which is useful for objection handling, pitch delivery, and discovery conversations. While the platform is widely used for sales enablement, it also supports adjacent use cases such as customer support training, leadership development, onboarding, and education. The company, founded by Darik Volpa and based in Reno, Nevada, describes itself as privately held and growing, and Rehearsal maintains a presence on review sites such as G2. It is an established, actively operating product suited to organizations that want structured, repeatable video practice with both AI and human feedback loops. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Canopy Notetaker is a free tier with paid upgrades (freemium); Rehearsal is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Canopy Notetaker | Rehearsal |
|---|---|---|
| Core capability | Meeting notes linked to the relevant client record | Video-based roleplay where learners record responses to scenarios |
| Standout feature | Automatically joins, records, and transcribes client and internal meetings | AI evaluation of video responses with automated feedback and metrics |
| Team usage | Accounting-specific summaries highlighting client intent, tax risks, and next steps | Iterative coaching with multiple practice attempts and reviewer feedback |
| Integrations | Automatic extraction of follow-up tasks and client commitments | Mentor and manager review workflows alongside AI assessment |
| Languages & capture | Searchable firm-wide meeting history with permission-based access | Scenario library spanning sales, support, leadership, and onboarding |
| Best-fit workflow | Delivered within the Canopy practice-management platform | Anytime, anywhere access for distributed teams |
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.
Rehearsal
Choose Rehearsal if you need rehearsing sales pitches and discovery on video before real meetings — strengths include combines ai assessment with human mentor feedback for richer coaching.
Canopy Notetaker
Rehearsal
It depends on your workflow. Canopy Notetaker is strong for accountants capturing notes from client advisory and tax meetings, while Rehearsal is strong for rehearsing sales pitches and discovery on video before real meetings. Both transcribe and summarize meetings.
Canopy Notetaker is a free tier with paid upgrades and Rehearsal is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Often yes: teams combine tools when one handles capture and another handles analysis.
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