FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Pluely: A lightweight open-source desktop AI meeting assistant that captures system audio for live transcription and on-call answers without joining as a visible bot. 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 Pluely when running a privacy-conscious, locally processed meeting helper via ollama 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.
A lightweight open-source desktop AI meeting assistant that captures system audio for live transcription and on-call answers without joining as a visible bot.
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
Pluely is an open-source AI meeting assistant created by independent developer Srikanthnani and released in 2025 as a privacy-first, bot-free alternative to commercial in-meeting copilots. Built with Tauri, the app is roughly 10MB and launches quickly, running as an always-on-top overlay on macOS (Apple Silicon and Intel), Windows, and Linux. Rather than sending a participant into your call, Pluely captures system audio and microphone input directly on your device, converts speech to text, and can surface AI responses and notes during a meeting, interview, or presentation. It is bring-your-own-key, so users connect their own provider credentials; it supports a wide range of large language models, including OpenAI, Anthropic Claude, Google Gemini, Grok, Mistral, Cohere, Ollama, and custom endpoints, alongside multiple speech-to-text engines such as Whisper, Deepgram, ElevenLabs, Groq, and Azure. Because it is GPL-licensed and fully inspectable, teams can audit or modify the code, and local model options via Ollama allow processing to stay on the machine. As an indie project it depends on external API keys for most capabilities and is still maturing. Confirm features and any usage policies on the official site. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); Pluely is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | Pluely |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | Bot-free capture of system audio and microphone for live transcription |
| Standout feature | Compliance-oriented, structured meeting documentation | Always-on-top overlay app for macOS, Windows, and Linux |
| Team usage | Pre-meeting prep pages with agendas and background | Bring-your-own-key support for many LLMs (OpenAI, Claude, Gemini, Grok, Mistral, Cohere, Ollama, custom) |
| Integrations | Automated follow-up emails with summaries and action items | Multiple speech-to-text providers (Whisper, Deepgram, ElevenLabs, Groq, Azure, and others) |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Lightweight (~10MB) and fast to launch |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Open source under GPL with optional local processing via Ollama |
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.
Pluely
Choose Pluely if you need getting live transcription and ai assistance during meetings without a visible bot in the call — strengths include free and open source with fully inspectable code.
FinScribe
Pluely
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while Pluely is strong for getting live transcription and ai assistance during meetings without a visible bot in the call. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and Pluely is a free tier with paid upgrades. 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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