FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Screenpipe: Screenpipe is an open, local-first desktop app that records your screen and audio, transcribes calls on-device with Whisper, and auto-generates meeting summaries with action items. Below, they line up on price, capture method, and how each fits a real meeting stack.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinScribe when documenting financial advisor client review and planning meetings matters most, and Screenpipe when building a searchable, private record of meetings and screen activity to recall past discussions and decisions 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.
Screenpipe is an open, local-first desktop app that records your screen and audio, transcribes calls on-device with Whisper, and auto-generates meeting summaries with action items.
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
Screenpipe is a local-first, source-available desktop application that continuously captures your screen and audio to build a private, searchable AI memory of your computer activity. For meetings, it records microphone and system audio in the background and transcribes in real time using OpenAI's Whisper model running locally, so calls from any app that plays through your speakers, including Zoom, Google Meet, Microsoft Teams, and Slack huddles, are captured without a bot joining the call. It supports speaker diarization and many languages. When a meeting ends, a meeting-summary pipe can generate structured notes, including a short bullet summary, action items per person, and decisions plus next steps, and write them to destinations such as Obsidian, Notion, or Apple Notes. Because capture, text extraction, transcription, and search can run entirely offline, data stays in a local database on your device, with options to redact PII and exclude specific apps or windows. Screenpipe also runs as an MCP server, letting AI assistants query your history. It is aimed at engineers, researchers, and privacy-conscious professionals. It runs on macOS, Windows, and Linux.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); Screenpipe is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | Screenpipe |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | On-device screen and audio recording that captures system audio from any app, including Zoom, Google Meet, Teams, and Slack huddles |
| Standout feature | Compliance-oriented, structured meeting documentation | Local real-time transcription using OpenAI's Whisper model, with speaker diarization and multi-language support |
| Team usage | Pre-meeting prep pages with agendas and background | Automatic meeting summaries with bullet recap, action items per person, and decisions plus next steps |
| Integrations | Automated follow-up emails with summaries and action items | Writes structured notes to destinations like Obsidian, Notion, and Apple Notes via configurable pipes |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Fully offline operation with local storage, on-device PII redaction, and app/window/URL exclusions |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Runs as an MCP server so AI assistants and clients can query your screen and audio history |
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.
Screenpipe
Choose Screenpipe if you need automatically capturing and summarizing video calls across zoom, meet, and teams without a meeting bot — strengths include privacy-first: capture, transcription, and search can run entirely on-device with no cloud dependency.
FinScribe
Screenpipe
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while Screenpipe is strong for automatically capturing and summarizing video calls across zoom, meet, and teams without a meeting bot. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and Screenpipe 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.
More head-to-head comparisons involving FinScribe and Screenpipe.
FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. FlashRev: AI parallel dialer within the FlashLabs go-to-market platform, with call recording, real-time conversation analysis, and AI summaries. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. FullyRamped: AI sales roleplay, coaching, and call-grading platform that practices reps across the full sales cycle and grades real calls. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. GReminders: End-to-end meeting management platform for client-facing professionals, pairing scheduling and reminders with an AI notetaker. The right pick comes down to team size, budget, and the workflows you want to automate.
FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Garba: AI sales meeting assistant that records, transcribes, and summarizes calls, then syncs notes and insights natively into Pipedrive and HubSpot. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Genio: Assistive note-taking tool (formerly Glean) that records and transcribes lectures and classes for students. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Gilbert: French sovereign AI meeting note taker that generates structured reports, decisions and actions, hosted in France on SecNumCloud infrastructure. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Gladia: Developer-focused speech-to-text API with real-time and async transcription, diarization, and meeting-bot integrations. The right pick comes down to team size, budget, and the workflows you want to automate.
FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Glinky: AI revenue intelligence platform pairing prospecting with a bot-free AI notetaker that captures sales calls and syncs details to the CRM. Below, they line up on price, capture method, and how each fits a real meeting stack.
FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Goelo: AI sales meeting assistant that records and transcribes calls, then auto-populates CRM data and generates methodology-based summaries. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Good Tape: EU-based AI transcription for interviews, meetings, podcasts, lectures, and webinars, with speaker labels and one-click summaries. Below, they line up on price, capture method, and how each fits a real meeting stack.
FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Google Pinpoint: Google's research tool for journalists that transcribes audio and video interviews into searchable text alongside documents. This comparison weighs them on pricing, features, and everyday workflow fit.
FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Grava AI: Brazilian AI meeting recorder app (by MeuGuru) that records, transcribes with speaker identification, summarizes meetings and answers questions about recordings. Below, they line up on price, capture method, and how each fits a real meeting stack.