FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. MeetingBot: Open-source meeting bot API that sends bots into Google Meet, Microsoft Teams, and Zoom to record calls, deployable to your own AWS infrastructure. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinScribe when documenting financial advisor client review and planning meetings matters most, and MeetingBot when teams that want to self-host meeting capture on their own aws infrastructure for privacy 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.
Open-source meeting bot API that sends bots into Google Meet, Microsoft Teams, and Zoom to record calls, deployable to your own AWS infrastructure.
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
MeetingBot is an open-source meeting bot API that provides the infrastructure for sending bots into Google Meet, Microsoft Teams, and Zoom calls and recording them, so developers can build applications on top of meeting-recording data with a small amount of code. The project exposes a unified REST API for managing bots and accessing meeting data including video, audio, transcripts, and metadata, and ships with a visual dashboard for managing bots and viewing captured data. A distinguishing characteristic is that its entire infrastructure is defined using Terraform and deployed to AWS, which is intended to let teams self-host the platform on their own cloud account to keep meeting data private and control costs. The stack is primarily TypeScript, using a Next.js frontend, an Express backend, PostgreSQL, tRPC, and Drizzle ORM, and the project runs on scalable AWS ECS infrastructure. MeetingBot is positioned as an open-source alternative to closed-source meeting-bot vendors for developers who want recording and transcription capabilities without sending data through a third party. The project maintains a public landing page, an active community channel, and a GitHub repository under the LGPL-3.0 license. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); MeetingBot is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | MeetingBot |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | Bot deployment to Google Meet, Microsoft Teams, and Zoom |
| Standout feature | Compliance-oriented, structured meeting documentation | REST API for managing bots and accessing recordings, transcripts, and metadata |
| Team usage | Pre-meeting prep pages with agendas and background | Visual dashboard for bot management and data viewing |
| Integrations | Automated follow-up emails with summaries and action items | Infrastructure-as-code self-hosting via Terraform on AWS |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Scalable AWS ECS-based deployment |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | TypeScript stack with Next.js, Express, PostgreSQL, tRPC, and Drizzle ORM |
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.
MeetingBot
Choose MeetingBot if you need developers building products that need automated meeting recording across google meet, teams, and zoom — strengths include open source and self-hostable so meeting data stays in your own aws account.
FinScribe
MeetingBot
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while MeetingBot is strong for developers building products that need automated meeting recording across google meet, teams, and zoom. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and MeetingBot 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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