FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. ScribbleVet: An AI scribe for veterinarians that records appointments and automatically generates formatted SOAP notes and client-ready summaries. 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 ScribbleVet when producing client-ready take-home and recap instructions after appointments 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.
An AI scribe for veterinarians that records appointments and automatically generates formatted SOAP notes and client-ready summaries.
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
ScribbleVet is an AI-powered digital scribe built specifically for veterinarians and their teams. It captures a consultation by recording the appointment audio or by accepting dictated notes, then transcribes and processes the conversation to produce a fully formatted SOAP (Subjective, Objective, Assessment, Plan) note within minutes, filtering out irrelevant chatter. Beyond notes, it can draw visual dental charts for COHAT documentation, generate client-ready discharge instructions and recap emails, and summarize existing medical records. It supports multiple languages, including English, Spanish, and French. ScribbleVet is available as iOS and Android apps and through a web app, and offers one-click transfer of notes into practice management systems such as ezyVet, Pulse, and Vetspire. Customizable SOAP templates and a Plumb's drug monograph integration are also included. It is aimed at veterinarians across general practice, emergency, and specialist settings, from small animal to equine medicine, and allows technicians and front-desk staff to be added to an account. ScribbleVet has been adopted by the UC Davis School of Veterinary Medicine.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); ScribbleVet is a free tier with paid upgrades (paid). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | ScribbleVet |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | Records appointments and auto-generates formatted SOAP notes |
| Standout feature | Compliance-oriented, structured meeting documentation | Customizable SOAP note templates |
| Team usage | Pre-meeting prep pages with agendas and background | Visual dental charts for COHAT documentation |
| Integrations | Automated follow-up emails with summaries and action items | Client-ready discharge instructions and recap emails |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Multi-language support (English, Spanish, French, and others) |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | One-click transfer to PIMS (ezyVet, Pulse, Vetspire) |
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.
ScribbleVet
Choose ScribbleVet if you need generating soap notes from veterinary exams without manual typing — strengths include purpose-built for veterinary workflows and terminology.
FinScribe
ScribbleVet
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while ScribbleVet is strong for generating soap notes from veterinary exams without manual typing. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and ScribbleVet is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Often yes: teams combine tools when one handles capture and another handles analysis.
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