CraftNote: A cross-platform AI meeting assistant that transcribes and summarizes conversations, identifies speakers, and can join calls on major meeting platforms. FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Below, they line up on price, capture method, and how each fits a real meeting stack.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CraftNote when automatically transcribing and summarizing online meetings across multiple platforms matters most, and FinScribe when generating pre-meeting prep pages for advisory sessions matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
A cross-platform AI meeting assistant that transcribes and summarizes conversations, identifies speakers, and can join calls on major meeting platforms.
AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails.
CraftNote is an AI-powered meeting assistant available on the web, iOS, and Android that captures, transcribes, and analyzes conversations in real time and converts them into organized notes. It generates structured summaries suited to follow-ups and action items, identifies speakers, and supports a wide range of languages with automatic detection. A meeting bot can join calls on platforms including Google Meet, Zoom, Microsoft Teams, Slack Huddles, Webex, and Discord to capture full transcripts and summaries automatically, and the browser-based app lets users record, transcribe, and summarize without a download while syncing across phone and tablet. CraftNote also offers customizable note templates such as to-do lists, minutes, and executive briefs, an AI chat interface for querying recorded content, and export options including PDF, DOCX, and shareable links. The app is developed by Joyolabs and became available on Google Play in mid-2025. It is positioned for busy professionals who want meeting documentation handled automatically across both online calls and in-person conversations, with encrypted storage and privacy protections for stored content. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinScribe is an AI meeting assistant focused on wealth and financial advisory client meetings. It joins virtual meetings on platforms such as Zoom, Microsoft Teams, Google Meet, and Webex as a note-taking participant, and supports in-person meetings through its mobile and web apps, then turns client conversations, financial consultations, and strategy sessions into structured, professionally formatted documentation. Beyond notes, FinScribe generates pre-meeting prep pages with agendas and background information, drafts follow-up emails summarizing decisions and action items, and pushes information into the user's CRM. It integrates with financial-services CRMs and tools including Salesforce, Redtail, Wealthbox, HubSpot, Practifi, Salentica, and others, along with Slack, Aircall, Google Calendar, and Zapier. The product emphasizes a recording-free approach in which meeting audio is discarded after notes are processed, SOC 2 Type II certification, MFA and SSO support, redaction of sensitive identifiers, and a commitment not to train its models on client data. FinScribe serves solo advisors, RIAs, asset management firms, private bankers, accountants, and family offices, and is a Y Combinator-backed company. Pricing varies by plan. Check the official website for current pricing.
Best suited for
CraftNote is a free tier with paid upgrades (freemium); FinScribe is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | CraftNote | FinScribe |
|---|---|---|
| Core capability | Real-time transcription and AI-generated summaries | AI notetaker that joins virtual meetings and supports in-person capture |
| Standout feature | Meeting bot for Google Meet, Zoom, Microsoft Teams, Webex, Slack Huddles, and Discord | Compliance-oriented, structured meeting documentation |
| Team usage | Speaker identification and multi-language support with auto-detection | Pre-meeting prep pages with agendas and background |
| Integrations | Customizable note templates such as minutes, to-do lists, and executive briefs | Automated follow-up emails with summaries and action items |
| Languages & capture | AI chat for querying recorded content | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more |
| Best-fit workflow | Export to PDF and DOCX and shareable links; web, iOS, and Android apps | Recording-free processing with redaction of sensitive identifiers |
CraftNote
Choose CraftNote if you need automatically transcribing and summarizing online meetings across multiple platforms — strengths include works across web, ios, and android with cross-device sync.
FinScribe
Choose FinScribe if you need documenting financial advisor client review and planning meetings — strengths include purpose-built for financial and wealth advisory client meetings.
CraftNote
FinScribe
It depends on your workflow. CraftNote is strong for automatically transcribing and summarizing online meetings across multiple platforms, while FinScribe is strong for documenting financial advisor client review and planning meetings. Both transcribe and summarize meetings.
CraftNote is a free tier with paid upgrades and FinScribe is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Yes. Many teams run more than one meeting assistant when the workflows are complementary.
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