FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. RecordMeeting: AI meeting recorder and notetaker from Qualtir, available on the Google Workspace Marketplace and Chrome Web Store, that records, transcribes and summarizes Google Meet and other calls. 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 RecordMeeting when generating action-item summaries for teams that rely on google meet 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.
AI meeting recorder and notetaker from Qualtir, available on the Google Workspace Marketplace and Chrome Web Store, that records, transcribes and summarizes Google Meet and other calls.
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
RecordMeeting is an AI meeting recorder and notetaker developed by Qualtir and distributed both as a Chrome extension on the Chrome Web Store and as a Google Workspace add-on through the Google Workspace Marketplace. Its primary focus is Google Meet, where it adds one-click recording, automatic transcription with speaker labels and timestamps, AI-generated summaries with action items, and meeting notes. Recordings, transcripts and summaries are stored in a private workspace on RecordMeeting's own platform rather than counting against the user's Google Drive storage, and an AI-powered search lets users jump to specific moments by asking natural-language questions about what was discussed. A notable positioning point is accessibility: unlike many Workspace Marketplace tools that require a paid Google Workspace account, RecordMeeting installs per-user and works with free Gmail accounts as well as any Workspace tier. Beyond Google Meet, the company describes support for Zoom, Microsoft Teams and Webex, along with sharing integrations. The product is actively operating in 2026 and supports desktop along with mobile platforms. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); RecordMeeting is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | RecordMeeting |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | Available on the Google Workspace Marketplace and Chrome Web Store |
| Standout feature | Compliance-oriented, structured meeting documentation | One-click recording for Google Meet calls |
| Team usage | Pre-meeting prep pages with agendas and background | Automatic transcription with speaker labels and timestamps |
| Integrations | Automated follow-up emails with summaries and action items | AI-generated summaries with action items |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | AI-powered search to jump to specific moments in a meeting |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Recordings stored on its own platform, separate from Google Drive quota |
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.
RecordMeeting
Choose RecordMeeting if you need recording and transcribing google meet calls without a paid workspace plan — strengths include distributed through both the google workspace marketplace and chrome web store.
FinScribe
RecordMeeting
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while RecordMeeting is strong for recording and transcribing google meet calls without a paid workspace plan. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and RecordMeeting 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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