Canopy Notetaker: AI meeting assistant built for accounting firms that records client calls and produces accounting-specific summaries and tasks. WAVV: CRM-embedded multi-line dialer with call recording and live listen-in coaching, focused on real estate and insurance sales. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Canopy Notetaker when accountants capturing notes from client advisory and tax meetings matters most, and WAVV when sales managers coaching reps by listening in on live calls 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.
CRM-embedded multi-line dialer with call recording and live listen-in coaching, focused on real estate and insurance sales.
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
WAVV is a CRM-embedded multi-line dialer designed to help sales teams reach more prospects and connect more often without leaving their existing workflow. The dialer places multiple calls at once and connects a rep only when a person answers, reducing time wasted on rings and voicemails. WAVV is built to embed directly inside CRM platforms such as HighLevel, with additional integrations referenced for tools like REDX, MoxiWorks, and LionDesk, positioning itself as a single embedded solution that removes the need for separate third-party dialing tools. The platform includes call recording for training and quality assurance, and supports live call monitoring so supervisors can listen in, provide feedback, and guide reps during conversations. Other features include voicemail drop to leave pre-recorded messages, local-presence dialing to display region-appropriate caller IDs, spam protection through carrier registration and monitoring, and analytics and reporting on call outcomes, response rates, and agent performance. WAVV is primarily aimed at high-volume prospecting verticals such as real estate, insurance, lead generation, and recruiting, and is a live, operating product. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Canopy Notetaker is a free tier with paid upgrades (freemium); WAVV is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Canopy Notetaker | WAVV |
|---|---|---|
| Core capability | Meeting notes linked to the relevant client record | Multi-line dialer that connects reps to live answers |
| Standout feature | Automatically joins, records, and transcribes client and internal meetings | CRM-embedded operation (HighLevel and other CRMs) |
| Team usage | Accounting-specific summaries highlighting client intent, tax risks, and next steps | Call recording for training and quality assurance |
| Integrations | Automatic extraction of follow-up tasks and client commitments | Live call monitoring and supervisor listen-in coaching |
| Languages & capture | Searchable firm-wide meeting history with permission-based access | Voicemail drop for pre-recorded messages |
| Best-fit workflow | Delivered within the Canopy practice-management platform | Local-presence dialing |
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.
WAVV
Choose WAVV if you need real estate and insurance agents prospecting at high call volume — strengths include embeds directly into crms so reps work without switching tools.
Canopy Notetaker
WAVV
It depends on your workflow. Canopy Notetaker is strong for accountants capturing notes from client advisory and tax meetings, while WAVV is strong for real estate and insurance agents prospecting at high call volume. Both transcribe and summarize meetings.
Canopy Notetaker is a free tier with paid upgrades and WAVV 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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