FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. ownscribe: Local-first command-line tool that records, transcribes, and summarizes meetings on macOS entirely on-device, with natural-language search across notes. 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 ownscribe when keeping fully on-device transcripts and summaries for privacy-sensitive discussions 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.
Local-first command-line tool that records, transcribes, and summarizes meetings on macOS entirely on-device, with natural-language search across notes.
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
ownscribe is a local-first meeting transcription and summarization command-line tool that records, transcribes, and summarizes meetings entirely on the user's own machine without sending data to external servers. It is MIT-licensed and actively maintained, with v0.12.0 released in June 2026, and is written primarily in Python with a Swift component for system audio capture. On macOS 14.2 and later it captures system audio through Core Audio, and it transcribes with WhisperX to produce word-level timestamps, with optional speaker diarization via PyAnnote. For summaries it ships with a built-in local model (Phi-4-mini) and can also connect to Ollama or OpenAI-compatible backends, offering multiple templates tailored to meetings, lectures, and brief summaries. A standout feature is its natural-language search: the ask command lets users query across their stored meeting notes to retrieve relevant information. Quality-of-life features include silence-based auto-stop so recordings end cleanly when a meeting goes quiet. Because it is a CLI distributed through GitHub and runs entirely on local hardware, ownscribe targets developers and privacy-focused users who prefer scriptable, terminal-driven workflows over a graphical meeting notetaker while keeping all audio and transcripts on-device. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); ownscribe is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | ownscribe |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | Local-first recording, transcription, and summarization via CLI |
| Standout feature | Compliance-oriented, structured meeting documentation | System audio capture on macOS 14.2+ through Core Audio |
| Team usage | Pre-meeting prep pages with agendas and background | WhisperX transcription with word-level timestamps |
| Integrations | Automated follow-up emails with summaries and action items | Optional speaker diarization via PyAnnote |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Local summarization with a built-in Phi-4-mini model, plus Ollama and OpenAI-compatible backends |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Natural-language search across meeting notes with the ask command |
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.
ownscribe
Choose ownscribe if you need developers capturing and summarizing meetings from the terminal on a mac — strengths include runs entirely on-device with no data sent to external servers.
FinScribe
ownscribe
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while ownscribe is strong for developers capturing and summarizing meetings from the terminal on a mac. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and ownscribe is a free tier with paid upgrades. 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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