FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. aTrain: Open-source offline transcription tool from the University of Graz that turns recorded meetings and interviews into text using Whisper and speaker detection. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinScribe when documenting financial advisor client review and planning meetings matters most, and aTrain when universities and public bodies needing gdpr-friendly local transcription matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails.
Open-source offline transcription tool from the University of Graz that turns recorded meetings and interviews into text using Whisper and speaker detection.
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
aTrain is a free, open-source desktop application for offline speech transcription, developed by researchers at the Business Analytics and Data Science Center of the University of Graz in Austria. It provides a graphical interface around OpenAI's Whisper model (via the faster-whisper implementation) so users with no programming experience can transcribe recorded meetings, interviews, lectures, and other audio. Because all processing happens locally on the user's own computer, no audio or text is uploaded to any server, which makes it well suited to privacy-sensitive and GDPR-conscious environments such as universities, public institutions, and research teams. aTrain supports a wide range of languages and adds speaker detection through pyannote.audio so contributions from different participants can be separated. Transcripts can be exported in formats compatible with qualitative-analysis software such as MAXQDA, ATLAS.ti, and NVivo. It runs on Windows (including a Microsoft Store distribution) with GPU acceleration on NVIDIA hardware, and is distributed under the AGPL-3.0 license. It is best for researchers, academics, and organizations that need accurate, local, no-cloud transcription of recorded conversations. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); aTrain is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | aTrain |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | Offline, fully local transcription with no data leaving the device |
| Standout feature | Compliance-oriented, structured meeting documentation | Built on OpenAI Whisper via the faster-whisper engine |
| Team usage | Pre-meeting prep pages with agendas and background | Speaker detection/diarization using pyannote.audio |
| Integrations | Automated follow-up emails with summaries and action items | Exports compatible with MAXQDA, ATLAS.ti, and NVivo |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Graphical interface requiring no programming skills |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | NVIDIA GPU acceleration support |
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.
aTrain
Choose aTrain if you need researchers transcribing recorded interviews for qualitative analysis — strengths include free and open source under agpl-3.0.
FinScribe
aTrain
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while aTrain is strong for researchers transcribing recorded interviews for qualitative analysis. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and aTrain is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
You can — some teams pair them when each covers a different part of the meeting workflow.
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