FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. FuseBase (PRO extension): A bot-free Chrome extension that silently records Google Meet, Zoom, and Microsoft Teams calls and generates searchable AI transcripts, summaries, and action items. The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinScribe when documenting financial advisor client review and planning meetings matters most, and FuseBase (PRO extension) when documenting internal team meetings with ai summaries for absent colleagues matters most. Try them side by side on real calls before deciding — needs vary by team.
AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails.
A bot-free Chrome extension that silently records Google Meet, Zoom, and Microsoft Teams calls and generates searchable AI transcripts, summaries, and action items.
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
FuseBase PRO is a Chrome extension that records online meetings silently, without adding a bot or extra participant to the call. It captures Google Meet, Zoom, and Microsoft Teams sessions, then uses AI to produce searchable transcripts, meeting summaries, key points, decisions, and action items. Recordings and notes are stored in organized workspaces and can be shared via instant links, making it useful for distributing meeting outcomes to teammates or clients. Beyond meetings, the extension also handles screen recording, quick audio notes, full-page or selected-area screenshots, and file uploads, which it can analyze with its AI agents. It is part of the broader FuseBase client-collaboration and portal platform, so captured content can flow into that wider ecosystem. The vendor states the product maintains SOC 2 and HIPAA compliance through its Trust Center. It is aimed at client-facing teams, consultants, and service businesses that want clean, shareable meeting documentation without the friction of a visible recording bot joining each call.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); FuseBase (PRO extension) is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | FuseBase (PRO extension) |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | Bot-free silent recording with no extra participant added to the meeting |
| Standout feature | Compliance-oriented, structured meeting documentation | Supports Google Meet, Zoom, and Microsoft Teams calls |
| Team usage | Pre-meeting prep pages with agendas and background | AI-generated searchable transcripts from recordings |
| Integrations | Automated follow-up emails with summaries and action items | Automatic summaries with key points, decisions, and action items |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Screen recording, audio notes, and full-page or area screenshots |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Instant shareable links and organized workspace storage |
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.
FuseBase (PRO extension)
Choose FuseBase (PRO extension) if you need capturing client and discovery calls into shareable transcripts and action items — strengths include bot-free recording avoids the awkward 'ai has joined' participant on calls.
FinScribe
FuseBase (PRO extension)
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while FuseBase (PRO extension) is strong for capturing client and discovery calls into shareable transcripts and action items. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and FuseBase (PRO extension) 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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