FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Notta: High-accuracy transcription with 42+ language translation The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinScribe when documenting financial advisor client review and planning meetings matters most, and Notta when transcribing uploaded audio and video files matters most. Run both through a week of actual calls to see which suits your workflow.
AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails.
High-accuracy transcription with 42+ language translation
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
Notta records and transcribes meetings and uploaded audio/video in 58 languages, then generates AI summaries, chapters, and action items. It joins Zoom, Google Meet, Microsoft Teams, and Webex calls and integrates with Salesforce, HubSpot, Notion, Slack, and Zapier. The permanent free plan is limited — 120 transcription minutes per month with a hard 3-minute cap per recording, and no transcript export — so it suits trying the product more than recording full meetings; paid plans lift the caps substantially.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); Notta is from $8.17/mo (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | Notta |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | 58-language transcription |
| Standout feature | Compliance-oriented, structured meeting documentation | AI summaries |
| Team usage | Pre-meeting prep pages with agendas and background | File upload transcription |
| Integrations | Automated follow-up emails with summaries and action items | CRM integrations |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | 58-language transcription |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | AI summaries |
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.
Notta
Choose Notta if you need multilingual meeting transcription — strengths include transcription in 58 languages — among the widest coverage.
FinScribe
Notta
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while Notta is strong for multilingual meeting transcription. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and Notta is from $8.17/mo. Check each vendor's pricing page for the latest plans and free-tier limits.
Often yes: teams combine tools when one handles capture and another handles analysis.
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