FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Rilla: Speech analytics and AI coaching platform for in-person field sales that replaces traditional ridealongs with recorded, analyzed conversations. 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 Rilla when coaching field reps asynchronously across many appointments 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.
Speech analytics and AI coaching platform for in-person field sales that replaces traditional ridealongs with recorded, analyzed conversations.
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
Rilla is a speech analytics and AI coaching platform built for in-person field sales teams, particularly in home services and the trades. Instead of managers physically accompanying reps on ridealongs, reps record their in-person sales conversations, and Rilla automatically transcribes and analyzes each conversation to surface insights, summaries, and coaching opportunities. Managers gain visibility into conversations across their team and can review recordings, leave comments and highlights, and deliver asynchronous feedback from anywhere, which lets them coach far more appointments than in-person ridealongs would allow. The platform adapts to a team's specific sales process and can highlight how reps' conversations compare to the behaviors of top performers, helping standardize what works. Rilla serves field-sales-heavy industries including home improvement and remodeling, HVAC, plumbing, roofing, solar, automotive, dental, senior living, and multifamily property management. It is designed for sales managers and field reps who need a scalable way to capture, review, and coach face-to-face selling conversations that conventional meeting tools built for video calls do not address. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); Rilla is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | Rilla |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | Mobile recording of in-person sales conversations |
| Standout feature | Compliance-oriented, structured meeting documentation | Automatic transcription and AI conversation analysis |
| Team usage | Pre-meeting prep pages with agendas and background | Asynchronous coaching with comments and highlights |
| Integrations | Automated follow-up emails with summaries and action items | Behavior tracking against top-performer patterns |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Adapts analysis to a team's specific sales process |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Performance visibility across all reps and appointments |
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.
Rilla
Choose Rilla if you need replacing in-person ridealongs with recorded, analyzed conversations — strengths include purpose-built for in-person field sales coaching at scale.
FinScribe
Rilla
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while Rilla is strong for replacing in-person ridealongs with recorded, analyzed conversations. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and Rilla 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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