Canopy Notetaker: AI meeting assistant built for accounting firms that records client calls and produces accounting-specific summaries and tasks. Speak: Speak AI is a meeting transcription and conversation-analysis platform with an auto-joining bot for Zoom, Teams, Meet, and Webex, plus sentiment and theme analysis. This comparison weighs them on pricing, features, and everyday workflow fit.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Canopy Notetaker when accountants capturing notes from client advisory and tax meetings matters most, and Speak when analyzing customer interviews and research calls for themes and sentiment 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.
Speak AI is a meeting transcription and conversation-analysis platform with an auto-joining bot for Zoom, Teams, Meet, and Webex, plus sentiment and theme analysis.
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
Speak (Speak AI) is a transcription and conversation-intelligence platform that turns voice and video into searchable, structured data. Its meeting notetaker bot auto-joins Zoom, Microsoft Teams, Google Meet, and Webex calls to deliver real-time transcription with speaker identification across 100+ languages, and it also handles file uploads, phone-call transcription, an embeddable web recorder, and iOS/Android capture. Beyond transcripts, Speak extracts custom fields, themes, and sentiment, and lets you chat with your data using multiple AI models. It exports to CSV and JSON, integrates with Slack, Zapier, and a developer API, and offers an MCP server connecting Claude, ChatGPT, and Gemini. New accounts get a free 7-day trial (no credit card) with 30 minutes of transcription. It is geared toward researchers, analysts, and sales/ops teams rather than simple note-taking alone.
Best suited for
Canopy Notetaker is a free tier with paid upgrades (freemium); Speak is from $25/mo (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Canopy Notetaker | Speak |
|---|---|---|
| Core capability | Meeting notes linked to the relevant client record | Meeting notetaker bot |
| Standout feature | Automatically joins, records, and transcribes client and internal meetings | Real-time transcription |
| Team usage | Accounting-specific summaries highlighting client intent, tax risks, and next steps | Sentiment and theme analysis |
| Integrations | Automatic extraction of follow-up tasks and client commitments | Multi-model AI chat |
| Languages & capture | Searchable firm-wide meeting history with permission-based access | CSV/JSON export |
| Best-fit workflow | Delivered within the Canopy practice-management platform | Meeting notetaker bot |
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.
Speak
Choose Speak if you need recording and transcribing zoom, teams, meet, and webex meetings — strengths include auto-joining meeting bot supports zoom, teams, google meet, and webex.
Canopy Notetaker
Speak
It depends on your workflow. Canopy Notetaker is strong for accountants capturing notes from client advisory and tax meetings, while Speak is strong for recording and transcribing zoom, teams, meet, and webex meetings. Both transcribe and summarize meetings.
Canopy Notetaker is a free tier with paid upgrades and Speak is from $25/mo. 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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