Canopy Notetaker: AI meeting assistant built for accounting firms that records client calls and produces accounting-specific summaries and tasks. Spokenly: Spokenly is a system-wide AI dictation app for Mac and iPhone that converts speech to text using offline Whisper and Parakeet models or bring-your-own-key cloud engines. 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 Spokenly when privacy-conscious offline speech-to-text for sensitive or confidential work 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.
Spokenly is a system-wide AI dictation app for Mac and iPhone that converts speech to text using offline Whisper and Parakeet models or bring-your-own-key cloud engines.
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
Spokenly is an AI dictation and speech-to-text app for Mac and iPhone (with Windows listed by the developer). You press a shortcut, speak, and your words are inserted at the cursor in any application — browsers, email, chat, notes, or IDEs. It can run entirely offline on Apple Silicon using local models such as OpenAI's Whisper and NVIDIA's Parakeet, or connect to cloud engines including OpenAI, Deepgram, Groq, Anthropic, and Google through a bring-your-own-key model. Transcription supports 100+ languages with automatic language detection and automatic punctuation, and every transcription is saved to a history. The app also offers AI text processing with custom prompts, a Local Only Mode that blocks network requests for privacy, and an MCP server so AI coding agents like Claude Code and Cursor can trigger voice input. It is built primarily for professionals and developers who want fast, private, accurate dictation rather than a passive meeting recorder. The app is developed by an independent developer, Vadim Akhmerov, and is in active development.
Best suited for
Canopy Notetaker is a free tier with paid upgrades (freemium); Spokenly is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Canopy Notetaker | Spokenly |
|---|---|---|
| Core capability | Meeting notes linked to the relevant client record | Offline local transcription on Apple Silicon using Whisper and NVIDIA Parakeet models |
| Standout feature | Automatically joins, records, and transcribes client and internal meetings | Bring-your-own-key cloud engines (OpenAI, Deepgram, Groq, Anthropic, Google) |
| Team usage | Accounting-specific summaries highlighting client intent, tax risks, and next steps | System-wide dictation that inserts text at the cursor in any app |
| Integrations | Automatic extraction of follow-up tasks and client commitments | Speech-to-text in 100+ languages with automatic detection and punctuation |
| Languages & capture | Searchable firm-wide meeting history with permission-based access | Local Only Mode that blocks network requests for full privacy |
| Best-fit workflow | Delivered within the Canopy practice-management platform | MCP server integration for AI coding agents like Claude Code and Cursor |
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.
Spokenly
Choose Spokenly if you need dictating emails, messages, and notes by speaking instead of typing — strengths include genuinely free unlimited on-device transcription on apple silicon, with voice staying local.
Canopy Notetaker
Spokenly
It depends on your workflow. Canopy Notetaker is strong for accountants capturing notes from client advisory and tax meetings, while Spokenly is strong for dictating emails, messages, and notes by speaking instead of typing. Both transcribe and summarize meetings.
Canopy Notetaker is a free tier with paid upgrades and Spokenly 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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