FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Ma Synthèse: A sovereign French SaaS by GetCaaS that transcribes meetings and automatically generates structured minutes, assigned tasks, and follow-ups, with all data hosted in France. 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 Ma Synthèse when documenting internal team meetings with auto-assigned tasks and reminders 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.
A sovereign French SaaS by GetCaaS that transcribes meetings and automatically generates structured minutes, assigned tasks, and follow-ups, with all data hosted in France.
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
Ma Synthèse is a French SaaS application from GetCaaS that automates meeting documentation through a three-step process: it captures and transcribes spoken exchanges, organizes the discussion by topic and by speaker, then generates a clear, structured meeting report. Each report surfaces decisions and important points and produces an action list assigned to individual participants, with the tool able to send those tasks out and remind people who forget them. Its defining angle is data sovereignty: the service runs on French infrastructure (Scaleway) using Mistral AI, keeps data in France, and is positioned as a GDPR-compliant alternative for organizations with strict confidentiality needs. It targets municipal councils, public bodies and law enforcement, as well as legal and medical professionals. Pricing is usage-based, calculated from meeting hours multiplied by the number of licenses, with one free hour per month per organization and no commitment; organizations above thirty licenses get a custom quote. Announced in June 2026, it was selected to present at VivaTech 2026.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); Ma Synthèse is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | Ma Synthèse |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | Automatic transcription of meeting audio into text |
| Standout feature | Compliance-oriented, structured meeting documentation | Speaker identification, organizing the discussion by who spoke |
| Team usage | Pre-meeting prep pages with agendas and background | Structured meeting minutes that surface decisions and key points |
| Integrations | Automated follow-up emails with summaries and action items | Automatic action-item list with tasks assigned to each participant |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Task dispatch and reminders to participants who forget follow-ups |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Sovereign French hosting (Scaleway + Mistral AI) with GDPR compliance |
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.
Ma Synthèse
Choose Ma Synthèse if you need generating official minutes and action items for municipal council and public-body meetings — strengths include data sovereignty: french-hosted infrastructure and eu data-protection compliance, suited to confidential public-sector use.
FinScribe
Ma Synthèse
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while Ma Synthèse is strong for generating official minutes and action items for municipal council and public-body meetings. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and Ma Synthèse 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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