FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Letterly: Letterly is a multilingual AI speech-to-text app that turns dictated speech into polished notes, emails, summaries, and meeting transcripts across iOS, Android, Mac, Windows, and Web. 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 Letterly when transcribing and summarizing meetings or interviews with speaker separation 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.
Letterly is a multilingual AI speech-to-text app that turns dictated speech into polished notes, emails, summaries, and meeting transcripts across iOS, Android, Mac, Windows, and Web.
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
Letterly is a voice-to-text application that converts spoken words into clean, structured written text. Aimed at professionals, students, content creators, and anyone who prefers talking to typing, it lets users record speech directly in the app or dictate into other apps, then automatically transcribes the audio. Beyond raw transcription, Letterly applies AI rewriting so a single recording can become an email, a summary, a social post, a task list, a journal entry, or a meeting recap, using preset styles or custom instructions. It automatically detects and transcribes a wide range of languages and can handle mid-sentence language switching. For meetings and interviews, it offers speaker separation and can generate summaries from a recording. The app supports extended recordings, offline and screen-off dictation, quick-record widgets, and live sync across devices, including Apple Watch. It also integrates with external tools via Zapier and webhooks. Letterly states that user data is kept private and not used to train AI models. It runs on iOS, Android, Mac, Windows, and Web.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); Letterly is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | Letterly |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | Automatic speech-to-text transcription of recorded or dictated audio |
| Standout feature | Compliance-oriented, structured meeting documentation | AI rewriting into multiple formats (emails, summaries, posts, task lists, journal entries) |
| Team usage | Pre-meeting prep pages with agendas and background | Multilingual transcription with automatic language detection and mid-sentence switching |
| Integrations | Automated follow-up emails with summaries and action items | Meeting/interview support with speaker separation and summary generation |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Offline and screen-off recording, plus quick-record widget and Apple Watch dictation |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Cross-device sync and integrations via Zapier and webhooks |
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.
Letterly
Choose Letterly if you need dictating and polishing emails, messages, and notes faster than typing — strengths include broad multilingual coverage with automatic language detection.
FinScribe
Letterly
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while Letterly is strong for dictating and polishing emails, messages, and notes faster than typing. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and Letterly is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Yes. Many teams run more than one meeting assistant when the workflows are complementary.
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