FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Scriberr: Open-source, self-hosted AI audio transcription app that runs Whisper models locally with speaker diarization, summaries, and chat-with-transcript. 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 Scriberr when researchers and journalists generating diarized transcripts of recorded conversations 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.
Open-source, self-hosted AI audio transcription app that runs Whisper models locally with speaker diarization, summaries, and chat-with-transcript.
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
Scriberr is an open-source, self-hosted audio transcription application aimed at people who want to keep recordings and transcripts on their own hardware. It uses the open-source Whisper family of models (via the WhisperX engine) to transcribe audio and video files entirely offline, with no requirement to send data to a cloud provider. The project is distributed under the MIT license and is packaged as a single binary, with a Go backend and a Svelte frontend compiled into the binary, while Python handles the underlying AI transcription. Beyond raw transcription, Scriberr can automatically detect and label different speakers (diarization), generate summaries using custom prompts, and let users chat with a transcript by connecting to Ollama or OpenAI-compatible providers. It includes a transcript reader with playback follow-along and seek-from-text, a built-in audio recorder, note-taking, and a folder watcher plus API endpoints for automation and integration with tools like n8n. The maintainer publicly noted development is paused but not abandoned, and community contributions are welcome; the most recent release at the time of review was v1.2.0 in December 2025. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); Scriberr is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | Scriberr |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | Local, offline transcription using Whisper models via the WhisperX engine |
| Standout feature | Compliance-oriented, structured meeting documentation | Automatic speaker diarization (who said what) |
| Team usage | Pre-meeting prep pages with agendas and background | AI summaries with custom prompts via Ollama or OpenAI-compatible providers |
| Integrations | Automated follow-up emails with summaries and action items | Chat with your transcripts to ask questions and pull insights |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Built-in audio recorder and note-taking on transcripts |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Folder watcher and API endpoints for automation workflows |
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.
Scriberr
Choose Scriberr if you need privacy-conscious teams transcribing meeting and interview recordings on their own infrastructure — strengths include fully self-hosted and offline, keeping audio and transcripts on your own hardware.
FinScribe
Scriberr
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while Scriberr is strong for privacy-conscious teams transcribing meeting and interview recordings on their own infrastructure. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and Scriberr 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.
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