Canopy Notetaker: AI meeting assistant built for accounting firms that records client calls and produces accounting-specific summaries and tasks. Wave: Cross-platform AI note taker that records and transcribes meetings, calls, and voice memos into 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 Wave when capturing in-person meetings and lectures from a phone 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.
Cross-platform AI note taker that records and transcribes meetings, calls, and voice memos into 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
Wave is a cross-platform AI note taker and recorder that captures meetings, phone calls, lectures, and voice memos and converts them into speaker-labeled transcripts and concise summaries with key points and action items. It works without sending a bot into a call, offering tab audio capture for recording browser-based meetings, a combined mode that captures both tab audio and the microphone, and a quick voice-memo option for short recordings. Wave is available across a wide range of platforms, including iOS and Android apps, a web app, Mac and Windows, and a Chrome extension, so users can record and review notes on whichever device they are using, including in-person meetings captured directly from a phone's microphone. Transcription and summarization support dozens of languages, and the service stores recordings in secure cloud storage with encryption and states that user data is not used to train AI models. Wave is aimed at professionals, students, and content creators who want a flexible, multi-device tool for recording, transcribing, and organizing spoken content without a meeting bot. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Canopy Notetaker is a free tier with paid upgrades (freemium); Wave is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Canopy Notetaker | Wave |
|---|---|---|
| Core capability | Meeting notes linked to the relevant client record | Records meetings, calls, lectures, and voice memos |
| Standout feature | Automatically joins, records, and transcribes client and internal meetings | Bot-free tab audio capture plus combined tab and mic mode |
| Team usage | Accounting-specific summaries highlighting client intent, tax risks, and next steps | Speaker-labeled transcripts with summaries and action items |
| Integrations | Automatic extraction of follow-up tasks and client commitments | Apps for iOS, Android, web, Mac, Windows, and Chrome |
| Languages & capture | Searchable firm-wide meeting history with permission-based access | Support for dozens of languages |
| Best-fit workflow | Delivered within the Canopy practice-management platform | Encrypted cloud storage with no model training on user data |
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.
Wave
Choose Wave if you need recording browser-based meetings without a bot joining — strengths include bot-free capture across many platforms and devices.
Canopy Notetaker
Wave
It depends on your workflow. Canopy Notetaker is strong for accountants capturing notes from client advisory and tax meetings, while Wave is strong for recording browser-based meetings without a bot joining. Both transcribe and summarize meetings.
Canopy Notetaker is a free tier with paid upgrades and Wave is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Often yes: teams combine tools when one handles capture and another handles analysis.
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