FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. MeetingsAI: Privacy-first AI meeting assistant that transcribes and summarizes meetings, with on-device processing that works offline. 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 MeetingsAI when capturing interviews and voice messages on a phone, including offline 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.
Privacy-first AI meeting assistant that transcribes and summarizes meetings, with on-device processing that works offline.
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
MeetingsAI is a mobile-first AI meeting assistant that records, transcribes, and summarizes meetings, interviews, calls, and voice messages, then extracts action items and to-dos from the results. Its distinguishing angle is a privacy-first design: it offers an on-device private AI mode that can run offline so audio never leaves the device, alongside an optional cloud AI mode for maximum accuracy. The app provides speaker identification, real-time translation across many languages, and a meeting chatbot that lets users query past discussions. Content can be brought in through audio and video file uploads, and recordings can be organized into folders for later reference. MeetingsAI works alongside common conferencing platforms such as Zoom, Google Meet, Microsoft Teams, and Webex through recorded-meeting imports rather than as a join-the-call bot, which suits sensitive or confidential conversations. Available for iOS and Android, it targets professionals who want meeting documentation while retaining control over where their data is processed. The product is actively maintained, with current pricing tiers, app-store listings, and supporting blog content, positioning it as a niche, privacy-oriented alternative to cloud-only note-takers. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); MeetingsAI is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | MeetingsAI |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | On-device private AI transcription with offline capability |
| Standout feature | Compliance-oriented, structured meeting documentation | Optional cloud AI mode for higher accuracy |
| Team usage | Pre-meeting prep pages with agendas and background | AI summaries and automatic action-item extraction |
| Integrations | Automated follow-up emails with summaries and action items | Speaker identification and real-time translation across many languages |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Meeting chatbot to query past discussions |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Audio and video file uploads with folder-based organization |
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.
MeetingsAI
Choose MeetingsAI if you need transcribing and summarizing meetings where data privacy is a priority — strengths include on-device, offline mode keeps sensitive audio off external servers.
FinScribe
MeetingsAI
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while MeetingsAI is strong for transcribing and summarizing meetings where data privacy is a priority. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and MeetingsAI 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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