FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Granola: Granola is an AI notepad for meetings that captures your computer's audio without joining a bot, then transcribes and generates structured notes with action items. Below, they line up on price, capture method, and how each fits a real meeting stack.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinScribe when documenting financial advisor client review and planning meetings matters most, and Granola when keeping a searchable record of recurring team meetings 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.
Granola is an AI notepad for meetings that captures your computer's audio without joining a bot, then transcribes and generates structured notes with 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
Granola is a desktop AI notepad for people in frequent meetings. Instead of sending a bot into the call, it captures your computer's audio directly, transcribes the conversation, and combines it with your own typed notes to produce structured summaries, action items, and follow-ups. It syncs with your calendar to detect meetings and works with Zoom, Google Meet, Microsoft Teams, other video tools, and in-person meetings via the iPhone app. A built-in AI chat answers questions across your meeting notes (for example, what you committed to during the week). Granola runs on macOS and Windows. The free Basic plan offers unlimited note-taking, custom templates, shared folders, multi-language support, and AI chat, but limits viewing notes older than 30 days. Paid tiers add unlimited history, advanced AI models, an MCP connector, API access, and integrations with Notion, Slack, HubSpot, Attio, Affinity, and Zapier.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); Granola is from $0/mo (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | Granola |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | AI meeting notes |
| Standout feature | Compliance-oriented, structured meeting documentation | On-device audio capture (no bot) |
| Team usage | Pre-meeting prep pages with agendas and background | AI chat across meetings |
| Integrations | Automated follow-up emails with summaries and action items | Custom note templates |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Calendar sync |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | AI meeting notes |
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.
Granola
Choose Granola if you need automatically generating notes and action items from sales or client calls — strengths include captures computer audio without sending a bot into the meeting, so calls stay less disruptive.
FinScribe
Granola
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while Granola is strong for automatically generating notes and action items from sales or client calls. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and Granola is from $0/mo. 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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