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. Zocks: Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates. The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Daisy when recording and transcribing meetings privately on a mac without cloud upload matters most, and Zocks when auto-populating crm records and planning tools after advisor meetings 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.
Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, 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
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
Daisy 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 | Daisy | Zocks |
|---|---|---|
| Core capability | Local recording of mic and system audio from any source via ScreenCaptureKit | AI note-taking with speaker attribution for client meetings |
| Standout feature | On-device transcription with WhisperKit and speaker diarization via Pyannote | Live meeting analysis during calls |
| Team usage | Structured AI notes with action items and follow-ups | Automatic form filling for intake, fact-finder, and account-opening documents |
| Integrations | Multiple summarization backends: Apple Intelligence, Anthropic, OpenAI, and MCP | CRM auto-sync with Wealthbox, Redtail, Salesforce, HubSpot, and eMoney |
| Languages & capture | Local MCP server so Claude Desktop, Cursor, and similar tools can read meetings | AI-drafted follow-up and client response emails |
| Best-fit workflow | Exports to Notion, Linear, Attio, Slack, or custom webhooks | Pre-meeting preparation with agendas and client profiles |
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.
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.
Daisy
Zocks
It depends on your workflow. Daisy is strong for recording and transcribing meetings privately on a mac without cloud upload, while Zocks is strong for documenting client review and discovery meetings for compliance and records. Both transcribe and summarize meetings.
Daisy 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.
Yes. Many teams run more than one meeting assistant when the workflows are complementary.
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