Canopy Notetaker: AI meeting assistant built for accounting firms that records client calls and produces accounting-specific summaries and tasks. Terret: AI revenue intelligence platform (formerly BoostUp) with native conversation intelligence that records and analyzes sales calls to drive forecasting and coaching. 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 Terret when generating coaching playbooks from patterns in top-performer conversations 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.
AI revenue intelligence platform (formerly BoostUp) with native conversation intelligence that records and analyzes sales calls to drive forecasting and coaching.
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
Terret is an AI-powered revenue intelligence platform for B2B sales, account management, and customer success teams, and was formerly known as BoostUp before rebranding in September 2025. Its conversation-intelligence product records and analyzes sales calls, identifying patterns across thousands of conversations to surface what top performers do differently and to feed deal and forecasting models. Terret natively combines that conversation data with its forecasting engine, using call insights and sentiment to predict deal outcomes and project revenue attainment at both the deal and aggregate level. The platform automatically analyzes calls, populates sales-methodology fields, and generates follow-up actions, reducing manual CRM work. Additional capabilities include automatically generated sales playbooks based on winning behaviors, AI-generated real-time call briefs delivered via Slack ahead of meetings, deal-risk detection with intervention recommendations, and analysis that surfaces product gaps from lost deals and expansion signals in existing accounts. Terret integrates with Salesforce for auto-syncing and with Slack for real-time briefs. It is aimed primarily at CROs, RevOps leaders, and revenue teams at mid-market and enterprise B2B organizations that want conversation intelligence tied directly to forecasting and pipeline execution. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Canopy Notetaker is a free tier with paid upgrades (freemium); Terret is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Canopy Notetaker | Terret |
|---|---|---|
| Core capability | Meeting notes linked to the relevant client record | Conversation intelligence that records and analyzes sales calls at scale |
| Standout feature | Automatically joins, records, and transcribes client and internal meetings | Native integration of call insights with AI forecasting and deal scoring |
| Team usage | Accounting-specific summaries highlighting client intent, tax risks, and next steps | Automatic CRM field population and follow-up action generation |
| Integrations | Automatic extraction of follow-up tasks and client commitments | AI-generated sales playbooks based on top-performer behavior |
| Languages & capture | Searchable firm-wide meeting history with permission-based access | Real-time pre-call briefs delivered via Slack |
| Best-fit workflow | Delivered within the Canopy practice-management platform | Deal-risk detection, product-gap analysis, and expansion-signal surfacing |
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.
Terret
Choose Terret if you need analyzing recorded sales calls to inform forecasting and deal-health scoring — strengths include conversation intelligence is tightly coupled to forecasting and pipeline analytics.
Canopy Notetaker
Terret
It depends on your workflow. Canopy Notetaker is strong for accountants capturing notes from client advisory and tax meetings, while Terret is strong for analyzing recorded sales calls to inform forecasting and deal-health scoring. Both transcribe and summarize meetings.
Canopy Notetaker is a free tier with paid upgrades and Terret 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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