Celeste AI: Brazilian Portuguese-focused AI voice and transcription platform offering on-demand transcription plus a meeting assistant and AI notes, with credit-based and subscription plans. Zocks: Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Celeste AI when brazilian teams transcribing meetings and calls in portuguese matters most, and Zocks when auto-populating crm records and planning tools after advisor meetings matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
Brazilian Portuguese-focused AI voice and transcription platform offering on-demand transcription plus a meeting assistant and AI notes, with credit-based and subscription plans.
Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates.
Celeste AI is a Brazilian voice AI and transcription platform that specializes in Portuguese, particularly Brazilian Portuguese, while also processing audio in additional languages such as English, Spanish, German, Italian, and French. Originally known for automated audio-to-text transcription that the company positions as far more efficient than manual transcription, Celeste AI has expanded into a broader suite that includes a Meeting Assistant (Assistente de Reunião) and AI Notes (Notas de IA), alongside transcription and quality-monitoring offerings. The platform uses machine learning speech models tuned for Portuguese and is offered both as an on-demand service and via an API, so users and businesses can transcribe content as needed. Its on-demand model lets customers pay only for the hours they actually use by purchasing credits, with flexible subscription plans available for those who have recurring transcription needs. As a Brazilian company connected to local institutions such as FGV Ventures and the São José dos Campos technology park, Celeste AI is oriented toward the Brazilian market and Portuguese-language workflows, and it reports a growing user base. The service is currently operating, with a functioning login, demo requests, and support, and is suited to professionals and companies that need accurate Portuguese transcription and meeting documentation. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Zocks is an AI assistant built specifically for financial advisors and wealth management firms to reduce the administrative burden around client meetings. During virtual or in-person conversations it captures notes with speaker attribution and surfaces live meeting analysis, then turns the discussion into structured documentation, follow-up emails, and tasks. Zocks emphasizes a privacy-first design: according to the company it stores the notes themselves rather than retaining audio or video recordings of the meeting. After a meeting, it can automatically fill intake, fact-finder, and account-opening forms, build client profiles, and push updates into advisor-focused CRMs and planning tools such as Wealthbox, Redtail, Salesforce, HubSpot, and eMoney. The platform also offers pre-meeting preparation with agendas and client context, and document intelligence to extract financial details. Positioned as a co-pilot that sits across the advisory workflow, Zocks aims to free advisors to focus on the client conversation while the system handles documentation and downstream data entry. It is used by independent practices and larger enterprise firms. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Celeste AI is a free tier with paid upgrades (freemium); Zocks is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Celeste AI | Zocks |
|---|---|---|
| Core capability | AI transcription specialized for Brazilian Portuguese | AI note-taking with speaker attribution for client meetings |
| Standout feature | Meeting Assistant for capturing and documenting meetings | Live meeting analysis during calls |
| Team usage | AI Notes for organizing transcribed content | Automatic form filling for intake, fact-finder, and account-opening documents |
| Integrations | Support for multiple languages including English, Spanish, German, Italian, and French | CRM auto-sync with Wealthbox, Redtail, Salesforce, HubSpot, and eMoney |
| Languages & capture | On-demand credit-based usage plus flexible subscription plans | AI-drafted follow-up and client response emails |
| Best-fit workflow | API access for integrating transcription into other workflows | Pre-meeting preparation with agendas and client profiles |
Celeste AI
Choose Celeste AI if you need brazilian teams transcribing meetings and calls in portuguese — strengths include strong focus on brazilian portuguese transcription accuracy.
Zocks
Choose Zocks if you need documenting client review and discovery meetings for compliance and records — strengths include purpose-built for financial advisors rather than a generic notetaker.
Celeste AI
Zocks
It depends on your workflow. Celeste AI is strong for brazilian teams transcribing meetings and calls in portuguese, while Zocks is strong for documenting client review and discovery meetings for compliance and records. Both transcribe and summarize meetings.
Celeste AI is a free tier with paid upgrades and Zocks 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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