FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. MeetCatch: A no-bot Chrome extension that runs in a private side panel during Google Meet calls and produces cleaned-up English transcripts and summaries. 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 MeetCatch when product managers and team leads summarizing recurring meetings into shareable bullet-point notes matters most. Run both through a week of actual calls to see which suits your workflow.
AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails.
A no-bot Chrome extension that runs in a private side panel during Google Meet calls and produces cleaned-up English transcripts and summaries.
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
MeetCatch is a lightweight AI note-taking Chrome extension built exclusively for Google Meet. Instead of joining a call as a separate bot participant, it runs locally in the browser and activates automatically in a private side panel, so other attendees receive no join notification and nothing visibly records the screen. As the meeting proceeds, MeetCatch processes the call audio through its extension environment, then generates a clean, formatted summary rather than a raw word-for-word dump. Its auto-editing cleans up notes by fixing grammar and typos, removing filler words, and structuring content into readable paragraphs and bullet points. It also handles mixed-language conversations and outputs the transcript and summary in English. When the meeting ends, the finished notes can be exported as TXT or PDF. The company positions it for people who live in meetings, such as sales teams, product managers, consultants, freelancers, and students. On privacy, MeetCatch states it does not store meeting audio after processing is complete.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); MeetCatch is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | MeetCatch |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | No-bot capture that runs as a browser extension and never joins the call as a participant |
| Standout feature | Compliance-oriented, structured meeting documentation | Private side panel that activates automatically when you join a Google Meet |
| Team usage | Pre-meeting prep pages with agendas and background | AI summaries that capture intent rather than producing a raw word-for-word transcript |
| Integrations | Automated follow-up emails with summaries and action items | Auto-editing that fixes grammar and typos, removes filler words, and structures notes into paragraphs and bullets |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Multi-language handling that processes mixed-language meetings and outputs results in English |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Export of finished notes as TXT or PDF |
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.
MeetCatch
Choose MeetCatch if you need sales reps and consultants capturing call notes without alerting clients to a recording bot — strengths include invisible, bot-free approach means no join notification to other participants.
FinScribe
MeetCatch
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while MeetCatch is strong for sales reps and consultants capturing call notes without alerting clients to a recording bot. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and MeetCatch 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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