FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. oTranscribe: A free, open-source web app that eases manual transcription of recorded interviews by integrating media playback controls beside a text editor. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinScribe when documenting financial advisor client review and planning meetings matters most, and oTranscribe when academic and qualitative researchers transcribing fieldwork or oral-history recordings matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails.
A free, open-source web app that eases manual transcription of recorded interviews by integrating media playback controls beside a text editor.
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
oTranscribe is a free, open-source (MIT license) web app, created by Elliot Bentley and maintained by the MuckRock Foundation, that takes the pain out of transcribing recorded interviews. It runs in the browser on desktop computers and places an integrated audio or video player alongside a text editor, so you can pause, rewind, and fast-forward your recording using keyboard shortcuts without taking your hands off the keys or switching between apps. It is built for journalists, researchers, oral historians, and students who type up interviews and recordings themselves. Rather than using automatic speech recognition, oTranscribe assists manual transcription: you listen and type, inserting interactive timestamps (Ctrl+J) that you can click to jump back to that moment in the media. Your transcript autosaves to the browser's local storage, and audio files never leave your computer, keeping work private. Finished transcripts can be exported to Markdown, plain text, or oTranscribe's own .otr format, or sent to Google Drive. Rich-text formatting and adjustable playback speed are supported.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); oTranscribe is open source (open source). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | oTranscribe |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | Integrated audio/video player next to the transcript editor |
| Standout feature | Compliance-oriented, structured meeting documentation | Keyboard shortcuts to pause, rewind, fast-forward, and adjust playback speed without leaving the keyboard |
| Team usage | Pre-meeting prep pages with agendas and background | Clickable interactive timestamps that jump to the matching point in the media |
| Integrations | Automated follow-up emails with summaries and action items | Automatic saving to browser local storage with transcript history backups |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Export to Markdown, plain text, .otr format, or send to Google Drive |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Local, private processing - audio and transcript never leave the user's computer |
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.
oTranscribe
Choose oTranscribe if you need journalists typing up recorded interviews for articles — strengths include completely free and open source under the mit license.
FinScribe
oTranscribe
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while oTranscribe is strong for journalists typing up recorded interviews for articles. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and oTranscribe is open source. Check each vendor's pricing page for the latest plans and free-tier limits.
You can — some teams pair them when each covers a different part of the meeting workflow.
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