FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Knowt: AI study platform that turns recorded or uploaded lectures into notes, flashcards, and practice quizzes for students. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinScribe when documenting financial advisor client review and planning meetings matters most, and Knowt when generating flashcards and practice tests from course materials before exams 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.
AI study platform that turns recorded or uploaded lectures into notes, flashcards, and practice quizzes for students.
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
Knowt is an AI-powered study platform built primarily for students and teachers that converts lectures and learning materials into organized study resources. Students can record a lecture live in the app or on the website, or upload existing audio, video, PDFs, and slide decks, and the platform's AI assistant (called Kai) generates summarized notes, flashcards, and practice quizzes from the content. Notes can be formatted as outlines or paragraphs, with adjustable detail levels, and the original audio is saved for reference. Beyond capture and transcription-driven summarization, Knowt functions as a broader study workspace, positioning itself as a free alternative to traditional flashcard apps and offering a large library of community-shared study materials. It also includes teacher-facing features for assigning material and tracking student progress. The tool spans web, iOS, and Android, making it usable across classroom, online-course, and self-study settings. Knowt is aimed at learners who want lecture capture to flow directly into reusable, exam-oriented study artifacts rather than just raw transcripts. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); Knowt is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | Knowt |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | Live lecture recording in app and on the web, plus upload of audio, video, PDFs, and slides |
| Standout feature | Compliance-oriented, structured meeting documentation | AI-generated notes with adjustable formatting (outline or paragraph) and detail level |
| Team usage | Pre-meeting prep pages with agendas and background | Automatic flashcard generation from lecture and document content |
| Integrations | Automated follow-up emails with summaries and action items | Practice quiz and test creation from any note, PDF, or video |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Kai AI chat for explaining concepts and answering questions |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Large community library of shared study sets and teacher tools for assignments |
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.
Knowt
Choose Knowt if you need recording university lectures and turning them into structured study notes — strengths include combines capture, summarization, and active-recall study tools in one student-focused app.
FinScribe
Knowt
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while Knowt is strong for recording university lectures and turning them into structured study notes. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and Knowt 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.
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