FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Meetily: Open-source, privacy-first AI meeting assistant that records, transcribes, and summarizes meetings entirely on your own device. 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 Meetily when capturing and summarizing in-person or any-platform meetings from one app 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.
Open-source, privacy-first AI meeting assistant that records, transcribes, and summarizes meetings entirely on your own device.
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
Meetily is an open-source, privacy-first AI meeting assistant that records, transcribes, and summarizes conversations locally on the user's own machine rather than in the cloud. Instead of joining calls as a visible bot participant, Meetily captures system audio directly from the device, the same way screen recording works, so no extra attendee shows up in the meeting and recordings stay on the host's computer. Because processing happens on-device, it works with effectively any meeting software, including Google Meet, Zoom, Microsoft Teams, and Discord, as well as in-person conversations. After a meeting, it generates AI summaries that surface key decisions and action items, supports customizable summary templates, and can export notes to Markdown. The project is MIT licensed with a free community edition alongside paid Pro and Enterprise tiers, and it is distributed for macOS and Windows. Meetily is aimed at privacy-conscious individuals, technical teams, and organizations that want a self-hostable, local-first alternative to bot-based notetakers and need to keep sensitive meeting audio off third-party servers. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); Meetily is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | Meetily |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | Local, on-device recording, transcription, and summarization |
| Standout feature | Compliance-oriented, structured meeting documentation | Bot-free capture via system audio (no visible meeting participant) |
| Team usage | Pre-meeting prep pages with agendas and background | Works across Google Meet, Zoom, Microsoft Teams, Discord, and in-person meetings |
| Integrations | Automated follow-up emails with summaries and action items | AI summaries highlighting key decisions and action items |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Customizable summary templates and Markdown export |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Open-source (MIT licensed) with self-hosting option |
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.
Meetily
Choose Meetily if you need privacy-conscious teams that need meeting notes without sending audio to the cloud — strengths include strong privacy posture since audio and processing stay on the user's device.
FinScribe
Meetily
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while Meetily is strong for privacy-conscious teams that need meeting notes without sending audio to the cloud. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and Meetily 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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