FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Reflect: Networked note-taking and second-brain app with AI that transcribes voice notes and extracts action items from meeting notes. 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 Reflect when transcribing and summarizing voice notes captured on the go 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.
Networked note-taking and second-brain app with AI that transcribes voice notes and extracts action items from meeting 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
Reflect is a minimalist note-taking and second-brain application designed for capturing ideas, linking thoughts, and building a connected personal knowledge base over time. Its core is a networked notes system with backlinks, daily notes, and instant cross-device sync, with end-to-end encryption for privacy and an iOS app that works offline. Reflect layers AI on top of this foundation: it can transcribe voice notes, generate outlines from scattered thoughts, suggest tags, summarize long entries, and list key takeaways and action items from meeting notes. It integrates with Google Calendar and Outlook so calendar events appear inside the note system, making it convenient to attach notes to meetings and follow up afterward. While Reflect is not a dedicated meeting-bot transcription service, it is well suited to professionals and knowledge workers who take meeting notes, journal, and want their captured audio and writing turned into organized, searchable knowledge. It appeals to people who value a calmer, more intentional workflow and want AI assistance for summarizing and connecting their own notes rather than automating an entire meeting pipeline. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); Reflect is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | Reflect |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | Networked notes with backlinks and daily notes |
| Standout feature | Compliance-oriented, structured meeting documentation | AI voice note transcription and summarization |
| Team usage | Pre-meeting prep pages with agendas and background | AI extraction of key takeaways and action items from meeting notes |
| Integrations | Automated follow-up emails with summaries and action items | Google Calendar and Outlook integration for meetings |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | End-to-end encryption with instant cross-device sync |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | iOS app with offline access and browser/Kindle capture |
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.
Reflect
Choose Reflect if you need taking and linking meeting notes within a connected knowledge base — strengths include combines a second-brain knowledge base with ai meeting summarization.
FinScribe
Reflect
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while Reflect is strong for taking and linking meeting notes within a connected knowledge base. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and Reflect is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Yes. Many teams run more than one meeting assistant when the workflows are complementary.
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