FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Proudfrog: Proudfrog is a Stockholm-built meeting transcription and knowledge-base tool that records discreetly via iOS and macOS apps and produces speaker-labeled transcripts in Swedish, Norwegian, Danish, and Finnish. 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 Proudfrog when teams building a searchable institutional memory of decisions across meetings 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.
Proudfrog is a Stockholm-built meeting transcription and knowledge-base tool that records discreetly via iOS and macOS apps and produces speaker-labeled transcripts in Swedish, Norwegian, Danish, and Finnish.
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
Proudfrog, built by Proudfrog AB in Stockholm, is a meeting transcription and knowledge-base platform focused on Nordic languages. Instead of sending a bot to join a call, it records discreetly through its iOS and macOS apps, capturing in-person conversations as well as meetings on Zoom, Teams, and Google Meet. It then transcribes the audio in Swedish, Norwegian, Danish, or Finnish and identifies each speaker by name, with voice recognition that learns participants across meetings. Beyond producing a searchable transcript, Proudfrog structures the content with AI: it extracts decisions and links people and projects across conversations so each meeting adds to a growing knowledge base. Users can search that archive by meaning, ask natural-language questions, and chat with their meeting history through an "Explore" feature. The company emphasizes Nordic-language accuracy, GDPR compliance, and data stored in Sweden. It is aimed at consultants, teams, and professionals working primarily in Scandinavian and Finnish languages rather than English.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); Proudfrog is a free tier with paid upgrades (paid). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | Proudfrog |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | Discreet recording via dedicated iOS and macOS apps with no bot joining the call |
| Standout feature | Compliance-oriented, structured meeting documentation | Transcription tuned for Swedish, Norwegian, Danish, and Finnish |
| Team usage | Pre-meeting prep pages with agendas and background | Speaker identification by name, learning voices across multiple meetings |
| Integrations | Automated follow-up emails with summaries and action items | AI structuring that extracts decisions and links people and projects across conversations |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Searchable knowledge base with semantic search and a natural-language chat ('Explore') |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Works with in-person meetings as well as Zoom, Teams, and Google Meet |
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.
Proudfrog
Choose Proudfrog if you need consultants documenting and searching client meetings in nordic languages — strengths include specialized accuracy for nordic languages rather than english-first transcription.
FinScribe
Proudfrog
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while Proudfrog is strong for consultants documenting and searching client meetings in nordic languages. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and Proudfrog 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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