Canopy Notetaker: AI meeting assistant built for accounting firms that records client calls and produces accounting-specific summaries and tasks. Voiso: Voiso is a cloud contact-center platform with AI speech analytics that transcribes calls into searchable text, scores conversations, and generates automatic call summaries. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Canopy Notetaker when accountants capturing notes from client advisory and tax meetings matters most, and Voiso when sales and support managers scoring agent performance and coaching from call summaries 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.
Voiso is a cloud contact-center platform with AI speech analytics that transcribes calls into searchable text, scores conversations, and generates automatic call summaries.
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
Voiso is a cloud-based contact-center platform built for sales and customer-service teams, combining voice, SMS, and messaging channels with AI-driven analytics in a single workspace. Its speech analytics suite processes recorded call audio through speech-to-text and natural-language pipelines, transcribing calls into searchable text across more than ten languages, including English, Spanish, French, and Arabic. Transcripts can be navigated, searched, and flagged against predefined or custom keyword lists to support quality assurance, compliance, and agent training. Beyond raw transcription, the platform applies AI to score conversations on a 1-to-5 scale, detect sentiment and emotional cues, and automatically generate concise call summaries that capture key topics and outcomes without reviewing full recordings. It is aimed at call centers, BPOs, and outbound and inbound teams in industries such as fintech, travel, retail, and e-commerce. Other platform capabilities include a predictive dialer, IVR and routing flow builder, CRM integrations, call recording, and real-time performance dashboards. Speech analytics features are available on its Pro plan and higher.
Best suited for
Canopy Notetaker is a free tier with paid upgrades (freemium); Voiso is a free tier with paid upgrades (paid). Always confirm current pricing on each vendor's site before buying.
| Feature | Canopy Notetaker | Voiso |
|---|---|---|
| Core capability | Meeting notes linked to the relevant client record | AI call transcription converting audio into searchable text in 10+ languages |
| Standout feature | Automatically joins, records, and transcribes client and internal meetings | AI conversation scoring rating calls on a 1-to-5 scale across languages |
| Team usage | Accounting-specific summaries highlighting client intent, tax risks, and next steps | Sentiment and emotion analysis detecting tone and customer satisfaction cues |
| Integrations | Automatic extraction of follow-up tasks and client commitments | Automatic call summaries highlighting key topics and outcomes |
| Languages & capture | Searchable firm-wide meeting history with permission-based access | Keyword highlighting with custom lists for compliance and QA flagging |
| Best-fit workflow | Delivered within the Canopy practice-management platform | Call recording with real-time dashboards and performance reporting |
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.
Voiso
Choose Voiso if you need quality assurance and compliance teams reviewing transcribed, keyword-flagged calls — strengths include transcription and analytics are integrated directly into the contact-center workflow, including recording, dialing, and routing.
Canopy Notetaker
Voiso
It depends on your workflow. Canopy Notetaker is strong for accountants capturing notes from client advisory and tax meetings, while Voiso is strong for quality assurance and compliance teams reviewing transcribed, keyword-flagged calls. Both transcribe and summarize meetings.
Canopy Notetaker is a free tier with paid upgrades and Voiso 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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