FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Meeting Transcriber: Open-source, local-first macOS app that auto-records Teams, Zoom, and Webex calls and transcribes, diarizes, and summarizes them entirely on-device. 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 Transcriber when recording and summarizing teams, zoom, or webex calls without inviting a cloud meeting bot 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.
Open-source, local-first macOS app that auto-records Teams, Zoom, and Webex calls and transcribes, diarizes, and summarizes them entirely on-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
Meeting Transcriber is an open-source, local-first meeting transcriber for macOS, distributed under the MIT license and developed in the open on GitHub (pasrom/meeting-transcriber) with its own product site at meetingtranscriber.app. It runs as a menu bar application that automatically detects and records calls on Teams, Zoom, and Webex, capturing the meeting app's audio and your microphone as separate tracks so that transcription and speaker separation stay clean. Transcription happens fully on-device using one of three selectable speech-recognition engines: WhisperKit (covering 99+ languages), Parakeet TDT v3 (25 European languages with a small, fast model), or Qwen3-ASR (30 languages, requiring macOS 15+). It performs dual-track diarization and can recognize recurring speakers by storing voice embeddings across meetings and matching them with cosine similarity. After a meeting, it can generate a structured Markdown protocol containing a summary, participants, topics discussed, decisions, tasks, open questions, and the full transcript, using either the Claude Code CLI, any OpenAI-compatible endpoint such as Ollama or LM Studio, or a transcript-only mode with no LLM. Because everything runs locally, audio, transcripts, and summaries stay on the user's Mac. It installs via Homebrew Cask and requires macOS 14.2 or later. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); Meeting Transcriber is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | Meeting Transcriber |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | Automatic recording of Teams, Zoom, and Webex meetings via a macOS menu bar app |
| Standout feature | Compliance-oriented, structured meeting documentation | On-device transcription with selectable engines: WhisperKit, Parakeet TDT v3, or Qwen3-ASR |
| Team usage | Pre-meeting prep pages with agendas and background | Dual-track diarization with separate app and microphone tracks for clean speaker separation |
| Integrations | Automated follow-up emails with summaries and action items | Recurring-speaker recognition using stored voice embeddings matched by cosine similarity |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Structured Markdown protocols (summary, participants, topics, decisions, tasks, open questions, transcript) |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Pluggable summarization backends: Claude Code CLI, OpenAI-compatible APIs (Ollama, LM Studio), or transcript-only |
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 Transcriber
Choose Meeting Transcriber if you need privacy-conscious professionals who want meeting transcripts and notes kept on their own mac — strengths include fully open source under the mit license with development in the open on github.
FinScribe
Meeting Transcriber
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while Meeting Transcriber is strong for privacy-conscious professionals who want meeting transcripts and notes kept on their own mac. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and Meeting Transcriber 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.
More head-to-head comparisons involving FinScribe and Meeting Transcriber.
FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. FlashRev: AI parallel dialer within the FlashLabs go-to-market platform, with call recording, real-time conversation analysis, and AI summaries. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. FullyRamped: AI sales roleplay, coaching, and call-grading platform that practices reps across the full sales cycle and grades real calls. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. GReminders: End-to-end meeting management platform for client-facing professionals, pairing scheduling and reminders with an AI notetaker. The right pick comes down to team size, budget, and the workflows you want to automate.
FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Garba: AI sales meeting assistant that records, transcribes, and summarizes calls, then syncs notes and insights natively into Pipedrive and HubSpot. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Genio: Assistive note-taking tool (formerly Glean) that records and transcribes lectures and classes for students. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Gilbert: French sovereign AI meeting note taker that generates structured reports, decisions and actions, hosted in France on SecNumCloud infrastructure. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Gladia: Developer-focused speech-to-text API with real-time and async transcription, diarization, and meeting-bot integrations. The right pick comes down to team size, budget, and the workflows you want to automate.
FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Glinky: AI revenue intelligence platform pairing prospecting with a bot-free AI notetaker that captures sales calls and syncs details to the CRM. Below, they line up on price, capture method, and how each fits a real meeting stack.
FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Goelo: AI sales meeting assistant that records and transcribes calls, then auto-populates CRM data and generates methodology-based summaries. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Good Tape: EU-based AI transcription for interviews, meetings, podcasts, lectures, and webinars, with speaker labels and one-click summaries. Below, they line up on price, capture method, and how each fits a real meeting stack.
FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Google Pinpoint: Google's research tool for journalists that transcribes audio and video interviews into searchable text alongside documents. This comparison weighs them on pricing, features, and everyday workflow fit.
FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Grava AI: Brazilian AI meeting recorder app (by MeuGuru) that records, transcribes with speaker identification, summarizes meetings and answers questions about recordings. Below, they line up on price, capture method, and how each fits a real meeting stack.