FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. ScreenApp: Screen/audio recorder with AI transcription and notes 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 ScreenApp when documentation and training notes 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.
Screen/audio recorder with AI transcription and 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
ScreenApp is an AI-powered screen and meeting recorder that captures video and audio and then automatically transcribes and summarizes the content. Beyond meetings, it is used to record screen sessions, webinars, and other content, making it a flexible capture-and-transcribe tool rather than a meeting-only assistant. After recording, ScreenApp produces transcripts, summaries, and notes, and lets users search and share the results, which is useful for documentation, training, and revisiting long sessions. It works in the browser and supports recording across common workflows, with AI features that turn raw recordings into structured, searchable text. ScreenApp appeals to creators, support and training teams, and anyone who needs to record and then quickly extract the key points from video or audio. Because it combines screen recording with transcription and summarization, it sits at the intersection of meeting notetakers and general recording tools, with an emphasis on turning any recording into usable notes. Platforms: Browser / Zoom / Google Meet / Microsoft Teams. Integrations: Zoom, Google Meet, Microsoft Teams. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); ScreenApp is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | ScreenApp |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | Screen and meeting recording |
| Standout feature | Compliance-oriented, structured meeting documentation | Automatic transcription |
| Team usage | Pre-meeting prep pages with agendas and background | AI summaries and notes |
| Integrations | Automated follow-up emails with summaries and action items | Searchable recordings |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Sharing and export |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Screen and meeting recording |
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.
ScreenApp
Choose ScreenApp if you need recording and transcribing webinars — strengths include flexible recording beyond meetings.
FinScribe
ScreenApp
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while ScreenApp is strong for recording and transcribing webinars. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and ScreenApp 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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