FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Prismical: Open-source AI note taker that transcribes meetings, lectures, and voice notes locally without bots, then organizes them into structured, actionable notes. 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 Prismical when capturing voice notes and turning them into structured, searchable notes 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 AI note taker that transcribes meetings, lectures, and voice notes locally without bots, then organizes them into structured, actionable 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
Prismical is an open-source AI note taker, from the Amical project, that transcribes meetings, lectures, and voice notes using local AI and without an invasive bot joining the call. It captures system audio in the background and processes it locally with Whisper and Parakeet models, while optionally connecting to cloud providers such as OpenAI, Claude, or Gemini using the user's own API keys. The project is MIT-licensed and actively maintained, with a Prismical Desktop v0.1.0 release in May 2026 and beta mobile apps for iOS and Android. Built with Electron, Next.js, TailwindCSS, and Ollama integration, it provides real-time meeting transcription via system audio capture and a floating widget that shows live transcripts as a conversation happens. Beyond capture, Prismical generates AI-powered summaries and extracts action items, and it keeps notes organized, structured, and searchable with full-text search across captured content. It also exposes an MCP server integration for connecting the tool into broader AI workflows. The combination of bot-free local capture, structured summaries, and free-forever positioning makes it a privacy-oriented alternative to cloud meeting notetakers for individuals who want their recordings to stay on their own devices. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); Prismical is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | Prismical |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | Bot-free real-time meeting transcription via system audio capture |
| Standout feature | Compliance-oriented, structured meeting documentation | Local-first processing using Whisper and Parakeet models |
| Team usage | Pre-meeting prep pages with agendas and background | AI-powered summaries and action-item extraction |
| Integrations | Automated follow-up emails with summaries and action items | Floating widget for live transcripts during a conversation |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Full-text search across captured notes |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Optional cloud providers (OpenAI, Claude, Gemini) with user API keys |
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.
Prismical
Choose Prismical if you need individuals transcribing and summarizing meetings or lectures without inviting a bot — strengths include captures meetings and voice notes locally without a bot joining calls.
FinScribe
Prismical
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while Prismical is strong for individuals transcribing and summarizing meetings or lectures without inviting a bot. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and Prismical 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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