FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Grava AI: Brazilian AI meeting recorder app (by MeuGuru) that records, transcribes with speaker identification, summarizes meetings and answers questions about recordings. 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 Grava AI when capturing lectures or study sessions and generating summaries 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.
Brazilian AI meeting recorder app (by MeuGuru) that records, transcribes with speaker identification, summarizes meetings and answers questions about recordings.
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
Grava AI is a Brazilian AI meeting-recorder app developed by MG Solucoes Digitais (MeuGuru), an EdTech company in Brazil. Available on iOS and Android, it records audio and automatically converts it to text with speaker identification, then produces intelligent summaries that condense long recordings into clear, topic-organized notes. Its transcription engine is oriented to Brazilian Portuguese, and the app also supports Spanish and English. Beyond transcription and summaries, Grava AI includes an interactive chat that lets users ask questions directly about a recording, a To-Do feature that turns recordings into editable task lists, and the ability to generate professional PDF reports. Practical touches include background uploads with a notification when a summary is ready, and automatic pause and resume when an incoming phone call interrupts recording so audio is not lost. The app receives frequent updates, indicating active development and maintenance. It is designed for professionals and students who need to capture meetings, classes and important conversations and quickly transform them into searchable transcripts, summaries and action items on their phone. As a mobile-first tool from a Brazilian developer with Portuguese-language focus, it fits the Latin American market for AI meeting capture. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); Grava AI is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | Grava AI |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | Audio recording with automatic transcription and speaker identification |
| Standout feature | Compliance-oriented, structured meeting documentation | AI-generated summaries with automatically detected topics |
| Team usage | Pre-meeting prep pages with agendas and background | Interactive chat to ask questions about a recording |
| Integrations | Automated follow-up emails with summaries and action items | To-Do feature that turns recordings into editable task lists |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Professional PDF report generation |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Automatic pause and resume during incoming phone calls |
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.
Grava AI
Choose Grava AI if you need recording and transcribing in-person business meetings on a phone — strengths include transcription engine oriented to brazilian portuguese, with spanish and english support.
FinScribe
Grava AI
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while Grava AI is strong for recording and transcribing in-person business meetings on a phone. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and Grava AI 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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