Canopy Notetaker: AI meeting assistant built for accounting firms that records client calls and produces accounting-specific summaries and tasks. Sally: German AI meeting assistant that joins calls to record, transcribe, and summarize meetings while extracting tasks and decisions. Below, they line up on price, capture method, and how each fits a real meeting stack.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Canopy Notetaker when accountants capturing notes from client advisory and tax meetings matters most, and Sally when sales and customer teams syncing meeting outcomes to crm systems 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.
German AI meeting assistant that joins calls to record, transcribe, and summarize meetings while extracting tasks and decisions.
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
Sally is an AI meeting assistant built by Aliru GmbH in Mannheim, Germany, aimed at German-speaking and international teams that want automatic meeting documentation. Users add Sally as a participant by inviting its email address to a calendar event, after which it joins meetings on Microsoft Teams, Zoom, Google Meet, or Webex to capture audio and produce a transcript. The platform supports a large number of languages, recognizes German dialects and linguistic nuances, and can also transcribe uploaded audio files for in-person meetings. After a meeting, Sally generates a structured summary and automatically identifies action items and decisions, which can be assigned and tracked. It additionally surfaces meeting analytics such as speaker talk time. Sally connects to a wide range of business tools, including CRM and collaboration software such as HubSpot, Salesforce, Slack, and Asana, so that notes and tasks flow into existing workflows. The company emphasizes European data-protection standards, GDPR compliance, and SOC 2 alignment. It is aimed at teams that need accurate German-language records and integrated follow-up management. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Canopy Notetaker is a free tier with paid upgrades (freemium); Sally is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Canopy Notetaker | Sally |
|---|---|---|
| Core capability | Meeting notes linked to the relevant client record | Joins Teams, Zoom, Google Meet, and Webex meetings to record and transcribe |
| Standout feature | Automatically joins, records, and transcribes client and internal meetings | Strong German-language transcription including dialect handling, plus many other languages |
| Team usage | Accounting-specific summaries highlighting client intent, tax risks, and next steps | Automatic summaries with action item and decision extraction and assignment |
| Integrations | Automatic extraction of follow-up tasks and client commitments | Meeting analytics such as speaker talk time |
| Languages & capture | Searchable firm-wide meeting history with permission-based access | Integrations with CRM and collaboration tools (HubSpot, Salesforce, Slack, Asana) |
| Best-fit workflow | Delivered within the Canopy practice-management platform | Offline/uploaded audio file transcription for in-person meetings |
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.
Sally
Choose Sally if you need german-speaking teams needing accurate meeting minutes and action items — strengths include optimized for german language and dialects, useful for german-speaking organizations.
Canopy Notetaker
Sally
It depends on your workflow. Canopy Notetaker is strong for accountants capturing notes from client advisory and tax meetings, while Sally is strong for german-speaking teams needing accurate meeting minutes and action items. Both transcribe and summarize meetings.
Canopy Notetaker is a free tier with paid upgrades and Sally 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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