FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Meeting BaaS: French developer API (by SAS Spoke) that sends recording bots into Zoom, Meet, and Teams to capture audio, video, and transcripts for building meeting tools. 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 Meeting BaaS when developers building custom ai notetakers or meeting analytics matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails.
French developer API (by SAS Spoke) that sends recording bots into Zoom, Meet, and Teams to capture audio, video, and transcripts for building meeting tools.
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
Meeting BaaS ("Meetings Bots as a Service") is a developer-focused API platform operated by the French company SAS Spoke. Rather than being an end-user meeting assistant, it provides the infrastructure that lets developers programmatically send recording bots into online meetings and retrieve the resulting data. Through a single unified API, SDKs, and HTTP requests, developers can start recording meetings across Zoom, Google Meet, and Microsoft Teams, then access raw audio and video, full transcripts, and speaker metadata with timestamps. Transcription can be produced via providers such as Gladia or a developer's own service, and the platform offers webhooks and MCP servers for integration, plus the ability to self-host on a developer's own infrastructure. Because it exposes the underlying capture and transcription layer, Meeting BaaS is the building block companies use to add meeting recording, transcription, and AI features to their own products without each maintaining separate bots for every conferencing platform. It is best for engineering teams and startups that want to embed meeting capture and transcription into their applications rather than buy a finished notetaker. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); Meeting BaaS is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | Meeting BaaS |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | Unified API for Zoom, Google Meet, and Microsoft Teams |
| Standout feature | Compliance-oriented, structured meeting documentation | Programmatic recording bots via SDKs and HTTP requests |
| Team usage | Pre-meeting prep pages with agendas and background | Access to raw audio, video, and full transcripts |
| Integrations | Automated follow-up emails with summaries and action items | Speaker metadata with timestamps |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Webhooks and MCP server integration |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Self-hosting option with open-source components |
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.
Meeting BaaS
Choose Meeting BaaS if you need startups embedding meeting recording into their own products — strengths include single api abstracts away platform-specific meeting bots.
FinScribe
Meeting BaaS
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while Meeting BaaS is strong for startups embedding meeting recording into their own products. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and Meeting BaaS is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
You can — some teams pair them when each covers a different part of the meeting workflow.
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