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. Pulse360: Meeting note and client-communication platform for financial advisors that captures notes and produces professional deliverables. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Daisy when recording and transcribing meetings privately on a mac without cloud upload 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.
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.
Meeting note and client-communication platform for financial advisors that captures notes and produces professional deliverables.
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
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
Daisy 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 | Daisy | Pulse360 |
|---|---|---|
| Core capability | Local recording of mic and system audio from any source via ScreenCaptureKit | Flexible meeting capture via recording, dictation, typing, or handwriting |
| Standout feature | On-device transcription with WhisperKit and speaker diarization via Pyannote | Meeting capture integration with Zoom, Microsoft Teams, and Google Meet |
| Team usage | Structured AI notes with action items and follow-ups | AI note organization that keeps notes searchable and separate from the CRM |
| Integrations | Multiple summarization backends: Apple Intelligence, Anthropic, OpenAI, and MCP | Template builder for annual summaries, prep notes, and review documents |
| Languages & capture | Local MCP server so Claude Desktop, Cursor, and similar tools can read meetings | AI rephrasing to improve client communications |
| Best-fit workflow | Exports to Notion, Linear, Attio, Slack, or custom webhooks | CRM integrations with Salesforce, Wealthbox, Redtail, Practifi, and Salentica |
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.
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.
Daisy
Pulse360
It depends on your workflow. Daisy is strong for recording and transcribing meetings privately on a mac without cloud upload, while Pulse360 is strong for capturing client meeting notes and turning them into annual summary documents. Both transcribe and summarize meetings.
Daisy 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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