FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Laxis: AI meeting assistant that records, transcribes, and summarizes meetings across Zoom, Google Meet, Teams, and Webex, with action items, AI chat, and CRM sync. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinScribe when documenting financial advisor client review and planning meetings matters most, and Laxis when professionals who want searchable transcripts and ai summaries of recurring zoom, meet, or teams meetings matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails.
AI meeting assistant that records, transcribes, and summarizes meetings across Zoom, Google Meet, Teams, and Webex, with action items, AI chat, and CRM sync.
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
Laxis is an AI meeting assistant that captures, transcribes, and summarizes conversations from online and in-person meetings. It supports Zoom, Google Meet, Microsoft Teams, and Webex (plus Dialpad and Skype), and offers bot-free capture, an AI assistant that joins calls, or file uploads. Beyond transcription, it generates summaries that capture intent, extracts action items and key topics, and lets you query past meetings with an AI Chat. It includes report templates and a separate "Voice Keyboard" dictation tool that works across apps and strips filler words. Integrations include Salesforce, HubSpot, Slack, Notion, Google Calendar, a REST API with webhooks, and 7,000+ apps via Zapier. The free Basic plan provides 300 transcription minutes per month and 30 days of conversation history; paid plans add more minutes, AI writing, keyword tracking, and CRM automation.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); Laxis is from $0/mo (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | Laxis |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | Meeting transcription |
| Standout feature | Compliance-oriented, structured meeting documentation | AI summaries & action items |
| Team usage | Pre-meeting prep pages with agendas and background | AI meeting chat |
| Integrations | Automated follow-up emails with summaries and action items | CRM sync |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Voice Keyboard dictation |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Meeting transcription |
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.
Laxis
Choose Laxis if you need sales teams capturing call notes and syncing summaries and contacts to salesforce or hubspot — strengths include supports major conferencing platforms including zoom, google meet, microsoft teams, and webex.
FinScribe
Laxis
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while Laxis is strong for sales teams capturing call notes and syncing summaries and contacts to salesforce or hubspot. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and Laxis is from $0/mo. 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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