FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Minutes: Open-source, local-first conversation memory layer that records and transcribes meetings, diarizes speakers, and stores searchable notes as markdown for AI agents. 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 Minutes when recording and transcribing calls locally for users who refuse cloud meeting tools matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails.
Open-source, local-first conversation memory layer that records and transcribes meetings, diarizes speakers, and stores searchable notes as markdown for AI agents.
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, built by Mat Silverstein, is an open-source, privacy-first conversation memory layer that captures meetings, calls, voice memos, and dictation and turns them into searchable, AI-accessible notes. It transcribes audio locally using whisper.cpp or Parakeet so audio never has to leave the machine, performs speaker diarization to separate voices, and extracts decisions and action items, writing everything to the user's own disk as plain markdown files with structured YAML frontmatter. Because the output lives in a local folder (for example ~/meetings/), the notes can sync across devices through iCloud, Dropbox, or Google Drive and can be read directly by AI tools. A central design goal is integration with AI assistants: Minutes runs an MCP server exposing a large set of tools so coding and chat agents such as Claude, Codex, Gemini CLI, and others can query past conversations, track relationships across meetings, and surface what was promised to whom. It ships as a macOS desktop app with a menu-bar recorder and AI assistant, plus a cross-platform command-line interface, and includes a dictation hotkey mode. The project is MIT licensed, installable via Homebrew, and actively maintained with frequent releases, making it a fully self-hostable option for people who want durable, private, searchable meeting memory rather than a cloud subscription. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); Minutes is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | Minutes |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | Local transcription with whisper.cpp or Parakeet, no cloud audio upload |
| Standout feature | Compliance-oriented, structured meeting documentation | Speaker diarization to attribute who said what |
| Team usage | Pre-meeting prep pages with agendas and background | Plain-markdown output with YAML frontmatter stored on your own disk |
| Integrations | Automated follow-up emails with summaries and action items | MCP server exposing tools so AI agents can query meeting history |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Cross-meeting search, relationship tracking, and action-item extraction |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | macOS desktop app plus cross-platform CLI and dictation hotkey mode |
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
Choose Minutes if you need building a private, searchable memory of meetings and voice notes that ai agents can query — strengths include fully local-first and mit licensed, keeping conversation data private and portable.
FinScribe
Minutes
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while Minutes is strong for building a private, searchable memory of meetings and voice notes that ai agents can query. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and Minutes 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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