Daisy: Local-first, open-source macOS meeting recorder and AI notes app that transcribes on-device and exposes meetings to AI tools through a local MCP server. Jump: AI meeting assistant built for financial advisors that handles notes, follow-ups, compliance documentation, 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 Daisy when recording and transcribing meetings privately on a mac without cloud upload matters most, and Jump when preparing advisors with briefings before client meetings matters most. Try them side by side on real calls before deciding — needs vary by team.
Local-first, open-source macOS meeting recorder and AI notes app that transcribes on-device and exposes meetings to AI tools through a local MCP server.
AI meeting assistant built for financial advisors that handles notes, follow-ups, compliance documentation, and CRM updates.
Daisy, from Addicted Studio, is a local-first meeting recorder and AI notes application for macOS that records meetings on the Mac, transcribes them on the device, and then exposes the captured conversations as a local MCP server for AI tools. It captures both microphone and system audio from any source, including Zoom, Google Meet, Telegram, and other apps, using ScreenCaptureKit, and performs on-device transcription with WhisperKit plus speaker identification via Pyannote diarization, so audio never leaves the Mac unless the user explicitly enables a cloud LLM provider. Beyond raw transcription, Daisy generates structured notes with action items and follow-ups and supports multiple summarization backends including Apple Intelligence, Anthropic, and OpenAI, as well as MCP. Because it runs a local MCP server, tools such as Claude Desktop and Cursor can read recorded meetings directly, and Daisy can export results to Notion, Linear, Attio, Slack, or arbitrary webhooks. It offers several capture modes covering meeting recording, voice dictation, and quick voice notes. Daisy is a native Mac application (not Electron) for Apple Silicon, is fully open source on GitHub under the Apache 2.0 license, and emphasizes privacy with no telemetry, tracking, or required account. The project maintains a product site at mydaisy.io with installation, FAQ, and support documentation. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Jump is an AI meeting assistant designed specifically for financial advisors and wealth management professionals. Launched in 2024, it focuses on the administrative work that surrounds client meetings: it records and transcribes conversations, generates structured notes, identifies tasks and follow-ups, drafts follow-up emails, and produces compliance-ready documentation tailored to a firm's standards. Jump also prepares advisors before meetings with auto-generated briefings and helps structure agendas, then turns the discussion into trackable tasks that sync into the firm's existing workflows. It works across Zoom, Microsoft Teams, and in-person meetings, and integrates with advisor tooling and CRMs so that meeting outcomes flow automatically into the systems advisors already use, including platforms commonly found in wealth management stacks. The product targets the specific regulatory and documentation needs of financial services, where accurate records and compliance are essential, and it is used by advisors at large enterprise firms as well as independent practices. Jump is intended for financial advisors, their teams, and the firms that support them who want to cut the time spent on post-meeting admin and compliance paperwork while keeping client records consistent. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Daisy is a free tier with paid upgrades (freemium); Jump is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Daisy | Jump |
|---|---|---|
| Core capability | Local recording of mic and system audio from any source via ScreenCaptureKit | AI notetaking and structured records from advisor-client meetings |
| Standout feature | On-device transcription with WhisperKit and speaker diarization via Pyannote | Auto-generated pre-meeting briefings and agendas |
| Team usage | Structured AI notes with action items and follow-ups | Compliance-ready documentation customized to firm standards |
| Integrations | Multiple summarization backends: Apple Intelligence, Anthropic, OpenAI, and MCP | Task and follow-up extraction synced to firm workflows |
| Languages & capture | Local MCP server so Claude Desktop, Cursor, and similar tools can read meetings | Works across Zoom, Microsoft Teams, and in-person meetings |
| Best-fit workflow | Exports to Notion, Linear, Attio, Slack, or custom webhooks | Integrations with advisor CRMs and wealth management tools |
Daisy
Choose Daisy if you need recording and transcribing meetings privately on a mac without cloud upload — strengths include fully local-first with audio kept on-device unless a cloud llm is explicitly enabled.
Jump
Choose Jump if you need generating compliant meeting notes and records for client reviews — strengths include purpose-built for financial advisors' compliance and documentation needs.
Daisy
Jump
It depends on your workflow. Daisy is strong for recording and transcribing meetings privately on a mac without cloud upload, while Jump is strong for generating compliant meeting notes and records for client reviews. Both transcribe and summarize meetings.
Daisy is a free tier with paid upgrades and Jump 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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