FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Kai for Chrome: A Chrome extension that transcribes and summarizes meetings entirely on-device in the browser, with no bot, no account, and no upload. 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 Kai for Chrome when generating quick meeting summaries and action items without any setup matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails.
A Chrome extension that transcribes and summarizes meetings entirely on-device in the browser, with no bot, no account, and no upload.
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
Kai is a Chrome extension that transcribes and summarizes meetings entirely within the browser, running the full pipeline on the user's own device. Built by Morgen, the team behind the Morgen calendar app, it captures audio from any meeting or audio tab in Chrome, including Google Meet, the Zoom web client, and Microsoft Teams, without sending a bot into the call and without requiring an account or sign-up. Recording is triggered with a keyboard shortcut from the meeting tab. Audio capture happens in an offscreen document inside the extension and is transcribed locally using a Whisper speech-to-text model running via WebGPU or WebAssembly, so the audio never leaves the machine. At the end of a call, a local language model produces a clean summary with decisions, topics, and action items, including who is responsible. A side-panel interface lets users follow the transcript live during the meeting, and notes can optionally be emailed to a team in one click, at which point only the final text is shared. This makes Kai well suited to individuals who want fast, private, browser-based meeting notes without installing a desktop app or adding a visible bot, with an initial focus on English-language meetings. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); Kai for Chrome is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | Kai for Chrome |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | Fully on-device transcription in the browser via Whisper on WebGPU or WebAssembly |
| Standout feature | Compliance-oriented, structured meeting documentation | Bot-free capture from Google Meet, Zoom web, Teams, and any Chrome audio tab |
| Team usage | Pre-meeting prep pages with agendas and background | No account or sign-up required to start transcribing |
| Integrations | Automated follow-up emails with summaries and action items | Keyboard-shortcut recording with a live transcript side panel |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Local summaries with decisions, topics, and assigned action items |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | One-click optional email sharing of finished 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.
Kai for Chrome
Choose Kai for Chrome if you need privately transcribing google meet, zoom web, or teams calls inside chrome — strengths include audio and transcription stay on-device for strong privacy.
FinScribe
Kai for Chrome
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while Kai for Chrome is strong for privately transcribing google meet, zoom web, or teams calls inside chrome. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and Kai for Chrome 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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