FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. meetXcc: Bot-free Chrome extension that joins Google Meet invisibly, transcribes in many languages, and turns conversations into structured notes, mind maps, and action items. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinScribe when documenting financial advisor client review and planning meetings matters most, and meetXcc when visual thinkers who want mind maps in addition to written summaries 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.
Bot-free Chrome extension that joins Google Meet invisibly, transcribes in many languages, and turns conversations into structured notes, mind maps, and action items.
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
meetXcc is a Chrome extension AI notetaker built for Google Meet that operates invisibly without adding a visible bot to the participant list. Once installed, it transcribes meetings in real time across a wide range of languages and converts the spoken conversation into structured outputs, including summaries, action items, and highlight extraction. A distinctive feature is its ability to render meeting content as mind maps, giving users a visual overview of topics and how a discussion progressed, alongside more conventional summaries organized by people, topics, and timeline. The extension supports inline note-taking during the call and includes an AI meeting helper for asking questions about what was discussed. Captured transcripts and notes can be exported with one click, emailed, or synced to cloud storage, and the product offers sharing options for distributing results to colleagues. meetXcc targets users who primarily meet on Google Meet and want a lightweight, bot-free capture experience that produces both readable notes and visual artifacts. The tool is actively maintained, with a free tier covering a limited number of meetings and a paid plan for unlimited use and enhanced AI capabilities. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); meetXcc is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | meetXcc |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | Bot-free, invisible capture inside Google Meet |
| Standout feature | Compliance-oriented, structured meeting documentation | Real-time transcription across many languages |
| Team usage | Pre-meeting prep pages with agendas and background | AI summaries organized by people, topics, and timeline |
| Integrations | Automated follow-up emails with summaries and action items | Mind map generation from meeting content |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Action item and highlight extraction with inline note-taking |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | One-click export, email, and cloud storage sync |
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.
meetXcc
Choose meetXcc if you need google meet users who want bot-free capture without an extra participant — strengths include invisible, bot-free capture avoids adding a participant to the call.
FinScribe
meetXcc
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while meetXcc is strong for google meet users who want bot-free capture without an extra participant. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and meetXcc 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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