FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Hyperia: A programmable AI notetaker that joins online meetings as a participant to record, transcribe, and build searchable knowledge from conversations. 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 Hyperia when building a searchable archive of company conversations 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.
A programmable AI notetaker that joins online meetings as a participant to record, transcribe, and build searchable knowledge from conversations.
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
Hyperia is an AI meeting assistant built around a programmable notetaker that can join online meetings as a participant to record, transcribe, summarize, and analyze conversations. It supports major conferencing platforms including Zoom, Microsoft Teams, and Google Meet, and can automatically detect meeting links on a connected calendar and join them, or be directed to specific meetings through more granular instructions. Beyond simple voice transcription, Hyperia is positioned as a way to build a searchable knowledge base from a company's calls and meetings, surfacing summaries, action items, and highlights from across many conversations. Its programmable API lets developers and teams direct the notetaker to join a given Zoom, Google Meet, or Microsoft Teams meeting and live-stream audio for analysis, transcription, and natural-language enrichment. Hyperia can route meeting summaries, transcripts, action items, insights, and alerts into CRMs and other SaaS tools through integrations, including via Zapier. It is aimed at teams that want both automated meeting capture and the ability to programmatically integrate meeting data into their own workflows and systems. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); Hyperia is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | Hyperia |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | Notetaker joins Zoom, Microsoft Teams, and Google Meet as a participant |
| Standout feature | Compliance-oriented, structured meeting documentation | Automatic calendar detection and joining of scheduled meetings |
| Team usage | Pre-meeting prep pages with agendas and background | Programmable API to direct the notetaker and stream audio for analysis |
| Integrations | Automated follow-up emails with summaries and action items | Transcription, summaries, action items, and highlights |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Searchable knowledge base built from calls and meetings |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | CRM and SaaS integrations, including via Zapier |
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.
Hyperia
Choose Hyperia if you need automatically capturing and summarizing recurring team or client calls — strengths include programmable api offers flexibility for custom workflows and integrations.
FinScribe
Hyperia
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while Hyperia is strong for automatically capturing and summarizing recurring team or client calls. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and Hyperia is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Sure. Running both makes sense when their strengths don't overlap and the budget allows.
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