FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. OpenOats: Open-source macOS meeting note-taker that transcribes calls locally and surfaces relevant talking points from your own notes in real time. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinScribe when documenting financial advisor client review and planning meetings matters most, and OpenOats when privately transcribing meetings on a mac without sending audio to the cloud 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.
Open-source macOS meeting note-taker that transcribes calls locally and surfaces relevant talking points from your own notes in real time.
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
OpenOats is an open-source macOS meeting note-taker, created by Yazin Akkawi (the project was previously named OpenGranola before being renamed), that sits alongside your calls and both transcribes the conversation and helps you contribute to it. It captures both sides of a meeting and transcribes audio locally on Apple Silicon so audio never leaves the device, while in real time it searches your own markdown or plain-text knowledge base to surface relevant talking points and things worth saying during the discussion. The application window is hidden from screen sharing by default, which lets it stay private during video calls, and transcripts and session logs are auto-saved locally. OpenOats supports both fully local operation through Ollama and cloud providers such as OpenRouter and Voyage AI, so users can choose between complete offline privacy and hosted models. It is written primarily in Swift, distributed under the MIT license, and actively maintained with very frequent releases. The project documents itself at openoats.com and targets users who want a privacy-respecting, self-hostable alternative to cloud meeting copilots, combining live transcription with a retrieval layer over personal notes rather than only producing an after-the-fact summary. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); OpenOats is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | OpenOats |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | Real-time local transcription of both sides of a conversation on Apple Silicon |
| Standout feature | Compliance-oriented, structured meeting documentation | Live retrieval of relevant talking points from your own notes during meetings |
| Team usage | Pre-meeting prep pages with agendas and background | Window hidden from screen sharing by default for privacy on calls |
| Integrations | Automated follow-up emails with summaries and action items | Auto-saved transcripts and session logs to local files |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Works fully local via Ollama or with cloud models (OpenRouter, Voyage AI) |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | MIT-licensed, self-hostable Swift application |
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.
OpenOats
Choose OpenOats if you need getting live, context-aware prompts from your own notes during sales or customer calls — strengths include local on-device transcription keeps meeting audio private.
FinScribe
OpenOats
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while OpenOats is strong for getting live, context-aware prompts from your own notes during sales or customer calls. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and OpenOats 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.
More head-to-head comparisons involving FinScribe and OpenOats.
FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. FlashRev: AI parallel dialer within the FlashLabs go-to-market platform, with call recording, real-time conversation analysis, and AI summaries. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. FullyRamped: AI sales roleplay, coaching, and call-grading platform that practices reps across the full sales cycle and grades real calls. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. GReminders: End-to-end meeting management platform for client-facing professionals, pairing scheduling and reminders with an AI notetaker. The right pick comes down to team size, budget, and the workflows you want to automate.
FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Garba: AI sales meeting assistant that records, transcribes, and summarizes calls, then syncs notes and insights natively into Pipedrive and HubSpot. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Genio: Assistive note-taking tool (formerly Glean) that records and transcribes lectures and classes for students. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Gilbert: French sovereign AI meeting note taker that generates structured reports, decisions and actions, hosted in France on SecNumCloud infrastructure. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Gladia: Developer-focused speech-to-text API with real-time and async transcription, diarization, and meeting-bot integrations. The right pick comes down to team size, budget, and the workflows you want to automate.
FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Glinky: AI revenue intelligence platform pairing prospecting with a bot-free AI notetaker that captures sales calls and syncs details to the CRM. Below, they line up on price, capture method, and how each fits a real meeting stack.
FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Goelo: AI sales meeting assistant that records and transcribes calls, then auto-populates CRM data and generates methodology-based summaries. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Good Tape: EU-based AI transcription for interviews, meetings, podcasts, lectures, and webinars, with speaker labels and one-click summaries. Below, they line up on price, capture method, and how each fits a real meeting stack.
FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Google Pinpoint: Google's research tool for journalists that transcribes audio and video interviews into searchable text alongside documents. This comparison weighs them on pricing, features, and everyday workflow fit.
FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Grava AI: Brazilian AI meeting recorder app (by MeuGuru) that records, transcribes with speaker identification, summarizes meetings and answers questions about recordings. Below, they line up on price, capture method, and how each fits a real meeting stack.