FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Grain: Grain is an AI notetaker and conversation intelligence platform that records, transcribes, and summarizes video calls and Slack huddles, with or without meeting bots. 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 Grain when recording and summarizing client or team meetings for action items matters most. Run both through a week of actual calls to see which suits your workflow.
AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails.
Grain is an AI notetaker and conversation intelligence platform that records, transcribes, and summarizes video calls and Slack huddles, with or without meeting bots.
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
Grain is an AI meeting assistant and conversation intelligence platform that automatically records, transcribes, and summarizes meetings, generating AI notes, action items, and shareable video clips. It supports Zoom, Google Meet, and Microsoft Teams (plus Slack huddles), and can capture audio without a meeting bot via bot-free desktop capture, or join calls with a recording bot. Transcription covers 100+ languages. On higher tiers, Grain syncs meeting notes and insights to CRMs including HubSpot and Salesforce, making it useful for sales and customer success teams tracking deal conversations. The Business tier also adds AI coaching, custom AI follow-up emails, trackers, and team interaction metrics. The Free plan includes unlimited meetings with a 45-minute recording limit, AI notes and action items, 30-day meeting history, and unlimited free viewer seats; paid seats unlock unlimited meeting duration, history, and uploads.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); Grain is from $15/mo (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | Grain |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | AI meeting notes & action items |
| Standout feature | Compliance-oriented, structured meeting documentation | Multi-language transcription (100+ languages) |
| Team usage | Pre-meeting prep pages with agendas and background | Shareable video clips & highlight reels |
| Integrations | Automated follow-up emails with summaries and action items | CRM sync (HubSpot & Salesforce) |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Bot-free desktop capture |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | AI meeting notes & action items |
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.
Grain
Choose Grain if you need sales and customer success teams capturing call insights synced to a crm — strengths include records and transcribes meetings with or without a bot, including bot-free desktop (computer-audio) capture.
FinScribe
Grain
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while Grain is strong for sales and customer success teams capturing call insights synced to a crm. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and Grain is from $15/mo. 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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