FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Meetingflow: AI meeting assistant for sales teams, distributed as a Chrome extension, Microsoft Teams/365 add-on, and Slack integration, that records, transcribes, and lets you chat with meetings. 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 Meetingflow when logging meeting outcomes and updating salesforce or hubspot in one click 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.
AI meeting assistant for sales teams, distributed as a Chrome extension, Microsoft Teams/365 add-on, and Slack integration, that records, transcribes, and lets you chat with meetings.
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
Meetingflow is an AI meeting assistant aimed at sales teams selling to enterprise, distributed across multiple channels including a Chrome extension, a Microsoft Teams and Microsoft 365 add-on via AppSource, and a Slack integration, in addition to a web application. It records and transcribes meetings and generates AI summaries, but its emphasis is on the full sales workflow: preparing for calls, staying engaged during them, and following up afterward. A notable capability is the ability to chat with a meeting transcript using AI, allowing users to ask questions such as recapping a call, identifying objections, or drafting a proposal or follow-up email based on what was discussed. Meetingflow connects to CRMs including Salesforce and HubSpot, enabling one-click updates and meeting logging so that notes and outcomes flow into the systems sales teams already use. It also supports collaborative notes without recording for situations where capture is not appropriate. The product highlights security and compliance credentials such as SOC 2 Type 2, GDPR, and CCPA. Meetingflow is positioned for sellers and revenue teams who want preparation, capture, AI querying, and CRM follow-up combined in one assistant rather than transcription alone. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); Meetingflow is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | Meetingflow |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | Recording, transcription, and AI summaries for meetings |
| Standout feature | Compliance-oriented, structured meeting documentation | Chat-with-transcript AI for recaps, objections, and drafting follow-ups |
| Team usage | Pre-meeting prep pages with agendas and background | Distributed as a Chrome extension, Microsoft Teams/365 add-on, and Slack integration |
| Integrations | Automated follow-up emails with summaries and action items | CRM integration with Salesforce and HubSpot, including one-click updates |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Meeting preparation tools and collaborative notes without recording |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Follow-up email drafting from meeting content |
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.
Meetingflow
Choose Meetingflow if you need sales reps preparing for and following up on enterprise meetings — strengths include available across chrome, microsoft teams/365, and slack rather than a single channel.
FinScribe
Meetingflow
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while Meetingflow is strong for sales reps preparing for and following up on enterprise meetings. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and Meetingflow 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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