FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Scribbl: Chrome extension that records, transcribes, and summarizes meetings without sending a bot into the call. 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 Scribbl when generating summaries and action items after meetings 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.
Chrome extension that records, transcribes, and summarizes meetings without sending a bot into the call.
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
Scribbl is an AI meeting note taker delivered as a Chrome extension that records and transcribes calls and generates summaries with action items, without sending a separate bot participant into the meeting. Instead of a visible bot joining the call, Scribbl captures the audio and video through the browser, transcribes the conversation, and then produces an AI summary highlighting key points and decisions. It combines the recording, transcript, and AI output so users can search back through a meeting to find specific moments. The tool supports a large set of languages for transcription and is built to work within the user's existing browser-based meeting workflow. Its primary supported platform is Google Meet, with additional conferencing platforms indicated as part of its roadmap. Scribbl is aimed at professionals and teams who want lightweight, bot-free meeting notes directly from the browser, including people who prefer not to have an extra participant appear in their calls while still keeping searchable records of what was discussed. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); Scribbl is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | Scribbl |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | Chrome extension that records and transcribes meetings |
| Standout feature | Compliance-oriented, structured meeting documentation | Bot-free capture directly through the browser |
| Team usage | Pre-meeting prep pages with agendas and background | AI summaries with key points and action items |
| Integrations | Automated follow-up emails with summaries and action items | Searchable combination of video, transcript, and notes |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Support for many transcription languages |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Chrome extension that records and transcribes meetings |
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.
Scribbl
Choose Scribbl if you need taking bot-free notes during google meet calls — strengths include captures meetings without adding a visible bot participant.
FinScribe
Scribbl
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while Scribbl is strong for taking bot-free notes during google meet calls. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and Scribbl 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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