Canopy Notetaker: AI meeting assistant built for accounting firms that records client calls and produces accounting-specific summaries and tasks. SecondBody: Voice-first AI sales training platform (branded Rory) that runs role-plays, audits real calls, and coaches reps on objection handling and discovery. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Canopy Notetaker when accountants capturing notes from client advisory and tax meetings matters most, and SecondBody when auditing real calls to find where deals stall 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.
Voice-first AI sales training platform (branded Rory) that runs role-plays, audits real calls, and coaches reps on objection handling and discovery.
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
SecondBody is a voice-first AI sales training and coaching platform, branded as an AI coach called Rory, that aims to bridge the gap between classroom training and live selling. Reps run simulated cold calls, discovery conversations, and objection-handling scenarios against an AI buyer that pushes back in real time, and the AI scores conversations on dimensions such as talk-to-listen ratio, question quality, objection handling, and methodology adherence. Beyond practice, SecondBody offers conversational intelligence that can audit real sales calls or integrate with call recorders to pinpoint exactly where reps struggle, from weak intros to fumbled objections. It captures top performers' techniques and turns them into reusable playbooks and training material, gives managers analytics on behavioral patterns and skill gaps, and uses gamification such as streaks, leaderboards, and challenges to drive consistent practice. The platform pulls context from CRM data, call recordings, pricing documents, and company resources to keep coaching relevant. It serves SDR and BDR groups as well as enterprise and specialized sales teams, and offers a free tier for solo sellers. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Canopy Notetaker is a free tier with paid upgrades (freemium); SecondBody is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Canopy Notetaker | SecondBody |
|---|---|---|
| Core capability | Meeting notes linked to the relevant client record | Voice-first AI role-play with a real-time AI buyer |
| Standout feature | Automatically joins, records, and transcribes client and internal meetings | Scoring on talk-to-listen ratio, question quality, and objection handling |
| Team usage | Accounting-specific summaries highlighting client intent, tax risks, and next steps | Conversational intelligence that audits real calls or recordings |
| Integrations | Automatic extraction of follow-up tasks and client commitments | Playbook automation capturing top-performer techniques |
| Languages & capture | Searchable firm-wide meeting history with permission-based access | Manager analytics on behavioral patterns and skill gaps |
| Best-fit workflow | Delivered within the Canopy practice-management platform | Gamification with streaks, leaderboards, and challenges |
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.
SecondBody
Choose SecondBody if you need onboarding new reps and reducing ramp time — strengths include combines role-play practice with analysis of real calls.
Canopy Notetaker
SecondBody
It depends on your workflow. Canopy Notetaker is strong for accountants capturing notes from client advisory and tax meetings, while SecondBody is strong for onboarding new reps and reducing ramp time. Both transcribe and summarize meetings.
Canopy Notetaker is a free tier with paid upgrades and SecondBody 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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