Canopy Notetaker: AI meeting assistant built for accounting firms that records client calls and produces accounting-specific summaries and tasks. Thoth: Privacy-first macOS app that records, transcribes, and summarizes meetings entirely on-device with no cloud or data leaving the Mac. 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 Thoth when users who want offline, private meeting notes on a mac 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.
Privacy-first macOS app that records, transcribes, and summarizes meetings entirely on-device with no cloud or data leaving the Mac.
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
Thoth is a native macOS application, created by Matthieu Veinhard, that records, transcribes, and summarizes meetings entirely on the user's device. It captures both microphone and system audio so it can record both sides of online meetings on platforms such as Zoom, Teams, and Google Meet, and it provides live transcription with on-device speech-to-text. An on-device engine detects and color-codes individual speakers in the transcript, and the app supports a large number of languages via Whisper-based transcription. After a meeting, Thoth extracts notes, action items, and key decisions, and lets users choose between several on-device models or supply their own cloud API key, with an on-device anonymization step that can redact sensitive information before any optional cloud processing. Output can be exported to formats including PDF, Word, Markdown, and timestamped JSON. Because the app has no server and no user database, the company emphasizes that there is nothing to breach or hand over. Thoth requires Apple Silicon and is aimed at privacy-conscious professionals, those handling confidential information, and neurodivergent users who benefit from automatic capture, and it is available on the Mac App Store with an iOS beta in progress. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Canopy Notetaker is a free tier with paid upgrades (freemium); Thoth is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Canopy Notetaker | Thoth |
|---|---|---|
| Core capability | Meeting notes linked to the relevant client record | 100% local, on-device recording, transcription, and summarization |
| Standout feature | Automatically joins, records, and transcribes client and internal meetings | Dual-channel capture of microphone and system audio |
| Team usage | Accounting-specific summaries highlighting client intent, tax risks, and next steps | On-device speaker detection with color-coded transcripts |
| Integrations | Automatic extraction of follow-up tasks and client commitments | Whisper-based transcription supporting many languages |
| Languages & capture | Searchable firm-wide meeting history with permission-based access | On-device anonymization to redact sensitive content |
| Best-fit workflow | Delivered within the Canopy practice-management platform | Export to PDF, Word, Markdown, and timestamped JSON |
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.
Thoth
Choose Thoth if you need professionals handling confidential or regulated information — strengths include fully local processing with no cloud requirement and no user database.
Canopy Notetaker
Thoth
It depends on your workflow. Canopy Notetaker is strong for accountants capturing notes from client advisory and tax meetings, while Thoth is strong for professionals handling confidential or regulated information. Both transcribe and summarize meetings.
Canopy Notetaker is a free tier with paid upgrades and Thoth 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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