Canopy Notetaker: AI meeting assistant built for accounting firms that records client calls and produces accounting-specific summaries and tasks. StenoAI: Open-source desktop app that records, transcribes, and summarizes meetings entirely on-device with no bots, subscriptions, or cloud processing. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Canopy Notetaker when accountants capturing notes from client advisory and tax meetings matters most, and StenoAI when generating diarized live transcripts during zoom, teams, or meet calls on a mac matters most. Run both through a week of actual calls to see which suits your workflow.
AI meeting assistant built for accounting firms that records client calls and produces accounting-specific summaries and tasks.
Open-source desktop app that records, transcribes, and summarizes meetings entirely on-device with no bots, subscriptions, or cloud processing.
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
StenoAI (Steno) is an open-source desktop application that records meetings, transcribes them in real time, and generates AI-powered summaries while keeping all data local on the user's device. It positions itself as a privacy-first meeting notes tool with no cloud processing, no subscriptions, and no bots joining calls, and it is distributed under the MIT license with an actively maintained release history (v0.5.4 in June 2026). On Apple Silicon it can use the Parakeet TDT v3 model for live transcription, and it also supports Whisper models, capturing both system audio and microphone input via a native Core Audio Tap on recent macOS versions so it works across platforms like Zoom, Teams, Meet, Discord, and phone calls without OAuth integrations. During recording it shows live speaker labels distinguishing the user from others, and it supports 25 European languages for live transcription with up to 99 languages available via Whisper after recording. Summaries are produced with local LLMs through Ollama (for example Llama 3.2, Gemma, or Qwen), with optional remote Ollama server support to run larger models on a separate machine, and both transcripts and summaries can be exported as editable Markdown. A Windows build is in alpha alongside the primary macOS app. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Canopy Notetaker is a free tier with paid upgrades (freemium); StenoAI is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Canopy Notetaker | StenoAI |
|---|---|---|
| Core capability | Meeting notes linked to the relevant client record | On-device transcription with Parakeet TDT v3 (Apple Silicon) or Whisper models |
| Standout feature | Automatically joins, records, and transcribes client and internal meetings | System audio and microphone capture via native Core Audio Tap (no bots) |
| Team usage | Accounting-specific summaries highlighting client intent, tax risks, and next steps | Real-time on-screen speaker labels distinguishing you from others |
| Integrations | Automatic extraction of follow-up tasks and client commitments | Local LLM summaries through Ollama, with remote Ollama server support |
| Languages & capture | Searchable firm-wide meeting history with permission-based access | 25 European languages live, up to 99 languages via Whisper after recording |
| Best-fit workflow | Delivered within the Canopy practice-management platform | Markdown export of transcripts and summaries |
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.
StenoAI
Choose StenoAI if you need capturing and summarizing confidential meetings without sending audio to the cloud — strengths include fully local, bot-free capture with no cloud processing or subscriptions for core use.
Canopy Notetaker
StenoAI
It depends on your workflow. Canopy Notetaker is strong for accountants capturing notes from client advisory and tax meetings, while StenoAI is strong for capturing and summarizing confidential meetings without sending audio to the cloud. Both transcribe and summarize meetings.
Canopy Notetaker is a free tier with paid upgrades and StenoAI 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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