FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Skribe: Skribe is an AI-powered digital reporting and deposition intelligence platform that captures, transcribes, and analyzes legal depositions and sworn testimony. 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 Skribe when searching and reviewing testimony to find and clip key moments matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails.
Skribe is an AI-powered digital reporting and deposition intelligence platform that captures, transcribes, and analyzes legal depositions and sworn testimony.
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
Skribe is a digital reporting and deposition intelligence platform built for litigation teams as an alternative to traditional stenographic court reporting. It captures depositions and sworn proceedings through three methods: Skribe Live, which hosts depositions over Zoom; Skribe Link, a branded recording bot that captures Zoom proceedings even when you are not the host; and Skribe Library, which lets users upload existing audio or video files. Transcription uses automated speech recognition to produce a rough, video-synced draft within minutes, after which professional transcriptionists proofread and correct the text, with human-verified final transcripts delivered in roughly five to seven days. The platform pairs video with searchable transcripts, supports keyword search to locate exact moments, and lets users create and share video clips that play in a browser. It is aimed at attorneys, law firms, and litigation teams conducting depositions and examinations under oath, and is positioned as a more affordable, faster option than conventional court reporting services.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); Skribe is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | Skribe |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | Skribe Live for hosting depositions over Zoom |
| Standout feature | Compliance-oriented, structured meeting documentation | Skribe Link branded bot to record Zoom proceedings without being host |
| Team usage | Pre-meeting prep pages with agendas and background | Skribe Library for uploading existing audio and video files |
| Integrations | Automated follow-up emails with summaries and action items | AI (ASR) rough transcript generated within minutes, then human-proofread final transcript |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Video-synced transcripts with keyword search to find exact moments |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Self-service video clip creation and browser-based sharing |
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.
Skribe
Choose Skribe if you need recording and transcribing remote or in-person legal depositions — strengths include faster and more affordable than traditional stenographic court reporting.
FinScribe
Skribe
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while Skribe is strong for recording and transcribing remote or in-person legal depositions. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and Skribe 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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