Canopy Notetaker: AI meeting assistant built for accounting firms that records client calls and produces accounting-specific summaries and tasks. Sotto: Sotto is a native macOS voice-to-text dictation app that turns speech into text system-wide using local AI transcription models. The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Canopy Notetaker when accountants capturing notes from client advisory and tax meetings matters most, and Sotto when privacy-first transcription of imported audio recordings on-device 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.
Sotto is a native macOS voice-to-text dictation app that turns speech into text system-wide using local AI transcription models.
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
Sotto is a native Swift dictation app for macOS 13 and later that converts speech to text in real time. It works as a system-wide push-to-talk layer: the user holds a hotkey, speaks, and Sotto inserts clean text into whatever app is in focus, from Slack and Notion to Xcode and email fields. Audio is transcribed by local engines, including OpenAI Whisper models (Tiny through Large V3 Turbo and Distil Large V3) and NVIDIA Parakeet v2/v3, so by default recordings never leave the Mac; users can optionally connect cloud providers such as OpenAI or Groq with their own API keys for added accuracy. Beyond live dictation, it can import and re-transcribe audio files, supports 90+ languages, keeps a searchable history of recordings with timestamps, and offers a custom vocabulary dictionary. One-click AI processing can rewrite, summarize, translate, or reformat dictated text. It is aimed at developers, writers, and privacy-conscious professionals who want fast, local voice input rather than a cloud meeting-bot service.
Best suited for
Canopy Notetaker is a free tier with paid upgrades (freemium); Sotto is a free tier with paid upgrades (paid). Always confirm current pricing on each vendor's site before buying.
| Feature | Canopy Notetaker | Sotto |
|---|---|---|
| Core capability | Meeting notes linked to the relevant client record | System-wide push-to-talk dictation that inserts text into any app |
| Standout feature | Automatically joins, records, and transcribes client and internal meetings | Local on-device transcription via Whisper and NVIDIA Parakeet models |
| Team usage | Accounting-specific summaries highlighting client intent, tax risks, and next steps | Audio file import and re-transcription with searchable, timestamped history |
| Integrations | Automatic extraction of follow-up tasks and client commitments | Support for 90+ languages with per-language hotkeys |
| Languages & capture | Searchable firm-wide meeting history with permission-based access | One-click AI processing to summarize, translate, or rewrite dictated text |
| Best-fit workflow | Delivered within the Canopy practice-management platform | Optional cloud transcription via user-supplied OpenAI or Groq API keys |
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.
Sotto
Choose Sotto if you need hands-free dictation of emails, messages, and documents across mac apps — strengths include local processing keeps audio on-device for strong privacy.
Canopy Notetaker
Sotto
It depends on your workflow. Canopy Notetaker is strong for accountants capturing notes from client advisory and tax meetings, while Sotto is strong for hands-free dictation of emails, messages, and documents across mac apps. Both transcribe and summarize meetings.
Canopy Notetaker is a free tier with paid upgrades and Sotto 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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