Canopy Notetaker: AI meeting assistant built for accounting firms that records client calls and produces accounting-specific summaries and tasks. Shadow: A bot-free, Mac-based AI meeting assistant that transcribes and summarizes calls locally without joining as a participant. 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 Shadow when privacy-conscious teams that prefer on-device transcription matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
AI meeting assistant built for accounting firms that records client calls and produces accounting-specific summaries and tasks.
A bot-free, Mac-based AI meeting assistant that transcribes and summarizes calls locally without joining as a participant.
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
Shadow is a bot-free AI meeting assistant for macOS that captures meetings by listening to your computer's audio in the background rather than joining the call as a visible participant. Because transcription runs locally on the Mac, the audio does not need to leave the device for that core processing step, which the company positions as a privacy advantage. Shadow can automatically detect when a meeting starts, transcribe the conversation with speaker identification, and turn the discussion into structured notes, summaries, and follow-up items. It also captures on-screen content alongside the spoken audio, so material shared during a call (slides, dashboards, or shared windows) can be reflected in the output. The tool works across common conferencing platforms including Zoom, Microsoft Teams, Google Meet, Webex, Slack, and Discord. Users can configure customizable prompts (described as Skills) to generate notes, summaries, or drafted emails, and connect outputs to other tools via webhooks. It is aimed at professionals and teams who want meeting capture without adding another bot to the call. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Canopy Notetaker is a free tier with paid upgrades (freemium); Shadow is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Canopy Notetaker | Shadow |
|---|---|---|
| Core capability | Meeting notes linked to the relevant client record | Bot-free capture that records system audio without joining the meeting as a participant |
| Standout feature | Automatically joins, records, and transcribes client and internal meetings | On-device (local) transcription on macOS |
| Team usage | Accounting-specific summaries highlighting client intent, tax risks, and next steps | Speaker identification during transcription |
| Integrations | Automatic extraction of follow-up tasks and client commitments | Captures on-screen content in addition to spoken audio |
| Languages & capture | Searchable firm-wide meeting history with permission-based access | Customizable prompts/Skills to generate notes, summaries, and emails |
| Best-fit workflow | Delivered within the Canopy practice-management platform | Webhook integration to connect outputs to other tools |
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.
Shadow
Choose Shadow if you need capturing notes and summaries across multiple conferencing platforms without a bot joining — strengths include does not add a visible bot to meetings.
Canopy Notetaker
Shadow
It depends on your workflow. Canopy Notetaker is strong for accountants capturing notes from client advisory and tax meetings, while Shadow is strong for capturing notes and summaries across multiple conferencing platforms without a bot joining. Both transcribe and summarize meetings.
Canopy Notetaker is a free tier with paid upgrades and Shadow is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Yes. Many teams run more than one meeting assistant when the workflows are complementary.
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