FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Minutes AI: Apple-focused AI note taker that records meetings and lectures, transcribes with speaker labels, and turns them into formatted notes and summaries. Below, they line up on price, capture method, and how each fits a real meeting stack.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinScribe when documenting financial advisor client review and planning meetings matters most, and Minutes AI when professionals capturing in-person meetings and interviews on apple devices 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.
Apple-focused AI note taker that records meetings and lectures, transcribes with speaker labels, and turns them into formatted notes and summaries.
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
Minutes AI, built by Minutes AI, LLC, is an AI note-taking and transcription app focused on the Apple ecosystem, with iOS, iPad, Apple Watch, and macOS support and an Android version as well. It captures spoken content three ways: recording live audio with its built-in recorder, uploading existing audio or video files in common formats such as mp3, m4a, wav, and mp4, or importing YouTube videos. From that input it produces a word-for-word transcript with speaker labels and automatically formats AI notes with headings and bullet points, applying punctuation, capitalization, and line breaks. Users can scrub through the original audio while reading the transcript, search for specific words, ask questions about the content through a chat interface, and even transcribe in one language while taking notes in another, with support for over fifty languages. Notes can be exported as PDFs, emails, and texts. The app is aimed at professionals and students who want a fast, accessible way to capture meetings, interviews, and lectures on their Apple devices, and it is actively maintained, with updates continuing through 2025 and 2026. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); Minutes AI is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | Minutes AI |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | Live recording, audio or video file upload, and YouTube import |
| Standout feature | Compliance-oriented, structured meeting documentation | Word-for-word transcripts with speaker labels |
| Team usage | Pre-meeting prep pages with agendas and background | Automatically formatted AI notes with headings and bullet points |
| Integrations | Automated follow-up emails with summaries and action items | Chat with your audio to extract insights and action items |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Transcribe in one language while taking notes in another, 50+ languages |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Export notes as PDF, email, and text; iPhone, iPad, Apple Watch, and Mac support |
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.
Minutes AI
Choose Minutes AI if you need students recording and summarizing lectures on iphone or ipad — strengths include deep apple-ecosystem coverage including iphone, ipad, apple watch, and mac.
FinScribe
Minutes AI
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while Minutes AI is strong for students recording and summarizing lectures on iphone or ipad. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and Minutes AI 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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