Cockatoo: AI transcription and note-taking service that records and transcribes meetings and lectures, then turns them into structured notes and summaries. Pulse360: Meeting note and client-communication platform for financial advisors that captures notes and produces professional deliverables. The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Cockatoo when transcribing recorded meetings and interviews into searchable, structured notes matters most, and Pulse360 when standardizing client review and prep materials with reusable templates matters most. Run both through a week of actual calls to see which suits your workflow.
AI transcription and note-taking service that records and transcribes meetings and lectures, then turns them into structured notes and summaries.
Meeting note and client-communication platform for financial advisors that captures notes and produces professional deliverables.
Cockatoo is an AI transcription and note-taking service available through the web and an iOS app that converts spoken audio and video into text and structured notes. Users can record meetings and lectures directly or upload existing audio and video files in a wide range of formats, after which Cockatoo automatically generates a transcript with punctuation and capitalization, identifies speakers, and produces summaries with key takeaways and action items. Beyond transcription, the product offers voice typing, an AI chat agent for asking questions about content, full document translation across many languages, and video transcription with subtitles and captions. Transcripts and notes can be searched and exported to formats including PDF, DOCX, TXT, SRT, and audio, and the app syncs to the cloud. Cockatoo supports more than one hundred languages and is designed for individuals and professionals who need affordable, accurate transcription of recordings such as meetings, interviews, lectures, podcasts, and other spoken content. The service is operated by Cockatoo Inc. and is actively running in 2025 and 2026 at cockatoo.com. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Pulse360 is a client communication and operations platform built for financial advisors, combining meeting note capture with tools for producing professional client-facing deliverables. Advisors can capture meeting content by recording, dictating, typing, or handwriting, and the platform's meeting-capture feature works with Zoom, Microsoft Teams, and Google Meet. Its AI note organization keeps notes structured and searchable rather than cluttering the CRM, and a template builder helps advisors quickly assemble annual summaries, meeting prep materials, and client review documents. Pulse360 also offers AI assistance for rephrasing and improving client communication, plus content libraries to systematize prospecting and onboarding messaging. It integrates with a range of advisor CRMs including Salesforce, Wealthbox, Redtail, Practifi, XLR8, and Salentica, along with Outlook and Gmail for email workflows. By centering on consistent, professional deliverables and reusable templates, Pulse360 targets advisors who want both efficient note capture and a streamlined way to turn meeting outcomes into polished client communications and follow-up documents. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Cockatoo is a free tier with paid upgrades (freemium); Pulse360 is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Cockatoo | Pulse360 |
|---|---|---|
| Core capability | Record or upload audio and video, then transcribe to structured text | Flexible meeting capture via recording, dictation, typing, or handwriting |
| Standout feature | AI summaries with key takeaways and action items | Meeting capture integration with Zoom, Microsoft Teams, and Google Meet |
| Team usage | Automatic speaker detection and punctuation | AI note organization that keeps notes searchable and separate from the CRM |
| Integrations | AI chat agent and full document translation across 100+ languages | Template builder for annual summaries, prep notes, and review documents |
| Languages & capture | Video transcription with subtitles and captions | AI rephrasing to improve client communications |
| Best-fit workflow | Export to PDF, DOCX, TXT, SRT, and audio with cloud sync | CRM integrations with Salesforce, Wealthbox, Redtail, Practifi, and Salentica |
Cockatoo
Choose Cockatoo if you need transcribing recorded meetings and interviews into searchable, structured notes — strengths include handles both live recording and bulk upload of existing audio and video files.
Pulse360
Choose Pulse360 if you need capturing client meeting notes and turning them into annual summary documents — strengths include combines note capture with professional client deliverable creation.
Cockatoo
Pulse360
It depends on your workflow. Cockatoo is strong for transcribing recorded meetings and interviews into searchable, structured notes, while Pulse360 is strong for capturing client meeting notes and turning them into annual summary documents. Both transcribe and summarize meetings.
Cockatoo is a free tier with paid upgrades and Pulse360 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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