FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Meetingnotes: Free, open-source macOS AI notetaker that records mic and system audio locally, transcribes, and summarizes meetings using your own OpenAI API key. 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 Meetingnotes when individuals who prefer paying per-use api costs over subscriptions 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.
Free, open-source macOS AI notetaker that records mic and system audio locally, transcribes, and summarizes meetings using your own OpenAI API key.
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
Meetingnotes is a free, open-source AI meeting notetaker for macOS created and maintained by developer Owen Gretzinger. It is designed for professionals who want private meeting notes without recurring subscription costs. The app captures both microphone and system audio directly on the user's Mac, so it works across any meeting platform without adding a bot to the call. It then provides a live transcript and generates AI-enhanced summaries that combine the transcript with any manual notes the user takes during the meeting. Transcription and summarization run through the user's own OpenAI API key, meaning users pay only for the API usage they consume rather than a flat subscription, and meeting data stays stored locally on the device. The source code is published on GitHub under the LGPL-3.0 license, so it can be inspected, modified, and contributed to. The project lists integrations such as Slack and Notion, with additional features in development. Meetingnotes is best for engineers and individuals who want a lightweight, transparent, bring-your-own-key meeting notetaker that keeps their data on their own machine. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); Meetingnotes is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | Meetingnotes |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | Captures both microphone and system audio on macOS |
| Standout feature | Compliance-oriented, structured meeting documentation | No meeting bot required to join calls |
| Team usage | Pre-meeting prep pages with agendas and background | Live transcription plus AI-generated summaries |
| Integrations | Automated follow-up emails with summaries and action items | Bring-your-own OpenAI API key cost model |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Local storage of meeting data |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Open-source codebase on GitHub (LGPL-3.0) |
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.
Meetingnotes
Choose Meetingnotes if you need engineers wanting a free, transparent meeting notetaker — strengths include free and open source with a transparent codebase.
FinScribe
Meetingnotes
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while Meetingnotes is strong for engineers wanting a free, transparent meeting notetaker. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and Meetingnotes is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Sure. Running both makes sense when their strengths don't overlap and the budget allows.
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