FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. joinly: Open-source, self-hostable connector that lets AI agents join Google Meet, Zoom, and Microsoft Teams calls to transcribe, listen, and act in real time via MCP. This comparison weighs them on pricing, features, and everyday workflow fit.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinScribe when documenting financial advisor client review and planning meetings matters most, and joinly when self-hosted, privacy-first real-time meeting transcription for regulated teams 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.
Open-source, self-hostable connector that lets AI agents join Google Meet, Zoom, and Microsoft Teams calls to transcribe, listen, and act in real time via MCP.
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
joinly is an open-source middleware project (by joinly-ai) that makes meetings accessible to AI agents. It runs as a Model Context Protocol (MCP) server that equips any agent with the tools to join a live video call, capture a real-time transcript, and interact by voice or chat during the meeting. Rather than being a finished notetaker app, joinly is a framework developers use to build interactive meeting agents that can listen, answer, search the web, draft documents, and post chat messages while the meeting is in progress. It works cross-platform across Google Meet, Zoom, and Microsoft Teams (and browser-based calls), and is model-agnostic, supporting OpenAI, Anthropic, and local models through Ollama. Speech-to-text and text-to-speech are modular, with Whisper or Deepgram for transcription and Kokoro, ElevenLabs, or Deepgram for synthesis. The project is MIT licensed and deployed via Docker (with a separate CUDA GPU image), giving teams full data sovereignty. The MCP server exposes join/leave controls, transcript and participant access, audio control, chat messaging, and video snapshots, making it a building block for custom, privacy-first meeting automation. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); joinly is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | joinly |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | MCP server that exposes meeting tools (join/leave, transcript, chat, audio control, snapshots) to AI agents |
| Standout feature | Compliance-oriented, structured meeting documentation | Real-time transcription with timestamps and speaker information, subscribable for live updates |
| Team usage | Pre-meeting prep pages with agendas and background | Cross-platform support for Google Meet, Zoom, Microsoft Teams, and browser-based calls |
| Integrations | Automated follow-up emails with summaries and action items | Modular speech-to-text and text-to-speech backends (Whisper, Deepgram, Kokoro, ElevenLabs) |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Model-agnostic: works with OpenAI, Anthropic, and local LLMs via Ollama |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Docker-based self-hosting with optional CUDA GPU image |
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.
joinly
Choose joinly if you need building custom ai meeting agents that answer questions and run tasks during live calls — strengths include fully open source (mit) and self-hostable for complete data control.
FinScribe
joinly
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while joinly is strong for building custom ai meeting agents that answer questions and run tasks during live calls. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and joinly is a free tier with paid upgrades. 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.
More head-to-head comparisons involving FinScribe and joinly.
FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. FlashRev: AI parallel dialer within the FlashLabs go-to-market platform, with call recording, real-time conversation analysis, and AI summaries. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. FullyRamped: AI sales roleplay, coaching, and call-grading platform that practices reps across the full sales cycle and grades real calls. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. GReminders: End-to-end meeting management platform for client-facing professionals, pairing scheduling and reminders with an AI notetaker. The right pick comes down to team size, budget, and the workflows you want to automate.
FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Garba: AI sales meeting assistant that records, transcribes, and summarizes calls, then syncs notes and insights natively into Pipedrive and HubSpot. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Genio: Assistive note-taking tool (formerly Glean) that records and transcribes lectures and classes for students. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Gilbert: French sovereign AI meeting note taker that generates structured reports, decisions and actions, hosted in France on SecNumCloud infrastructure. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Gladia: Developer-focused speech-to-text API with real-time and async transcription, diarization, and meeting-bot integrations. The right pick comes down to team size, budget, and the workflows you want to automate.
FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Glinky: AI revenue intelligence platform pairing prospecting with a bot-free AI notetaker that captures sales calls and syncs details to the CRM. Below, they line up on price, capture method, and how each fits a real meeting stack.
FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Goelo: AI sales meeting assistant that records and transcribes calls, then auto-populates CRM data and generates methodology-based summaries. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Good Tape: EU-based AI transcription for interviews, meetings, podcasts, lectures, and webinars, with speaker labels and one-click summaries. Below, they line up on price, capture method, and how each fits a real meeting stack.
FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Google Pinpoint: Google's research tool for journalists that transcribes audio and video interviews into searchable text alongside documents. This comparison weighs them on pricing, features, and everyday workflow fit.
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.