FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Proshort: Sales conversation intelligence and coaching platform that records and analyzes calls, surfaces deal health, and delivers contextual rep coaching, with development roots in Bengaluru, India. This comparison weighs them on pricing, features, and everyday workflow fit.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinScribe when documenting financial advisor client review and planning meetings matters most, and Proshort when coaching reps on call behaviors and running ai roleplay practice 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.
Sales conversation intelligence and coaching platform that records and analyzes calls, surfaces deal health, and delivers contextual rep coaching, with development roots in Bengaluru, India.
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
Proshort is an AI-powered sales platform that combines conversation intelligence, sales coaching, deal analytics, and enablement in a single product. It captures and analyzes sales conversations across voice and video meetings on platforms such as Zoom, Microsoft Teams, and Google Meet, producing AI notes, summaries, action items, and risk insights. Beyond meeting capture, Proshort aggregates CRM, email, and meeting data to give visibility into deal health, probability, and qualification coverage, and tracks coaching signals like talk ratio, filler words, objection handling, and tone to generate personalized coaching suggestions for each rep. The platform also offers AI roleplay practice built from real customer interactions and CRM automation that updates records and integrates with tools such as Salesforce and HubSpot. Proshort delivers contextual coaching snippets where reps already work, including the CRM, email, and Slack. The company is venture-backed and operates with headquarters in Cupertino, California and a development office in Bengaluru, India, serving customers in the US and India. It is positioned as an accessible alternative to large enterprise conversation intelligence suites. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); Proshort is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | Proshort |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | Records and summarizes Zoom, Teams, and Google Meet sales calls with AI notes and action items |
| Standout feature | Compliance-oriented, structured meeting documentation | Call scoring on talk ratio, filler words, objection handling, and next-step quality |
| Team usage | Pre-meeting prep pages with agendas and background | Deal intelligence aggregating CRM, email, and meeting data with risk flagging |
| Integrations | Automated follow-up emails with summaries and action items | Personalized rep coaching delivered in CRM, email, and Slack |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | AI roleplay training built from real customer interactions |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | CRM automation and integrations (Salesforce, HubSpot) |
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.
Proshort
Choose Proshort if you need automatically capturing and summarizing sales meetings for reps and managers — strengths include combines conversation intelligence, coaching, and deal analytics in one platform.
FinScribe
Proshort
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while Proshort is strong for automatically capturing and summarizing sales meetings for reps and managers. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and Proshort 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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