FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Sona Insight: Apple-ecosystem AI app that records, transcribes, summarizes, and lets you chat with meetings, lectures, and interviews. 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 Sona Insight when capturing lectures and interviews with custom summary formats 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.
Apple-ecosystem AI app that records, transcribes, summarizes, and lets you chat with meetings, lectures, and interviews.
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
Sona Insight (also presented simply as Sona, at sona.wtf) is an AI-powered voice-to-text and meeting assistant built for the Apple ecosystem, with support across iPhone, iPad, Mac, Apple Watch, and additional Apple platforms, plus a web browser experience. The app records conversations and transcribes them into text across a wide range of languages, then automatically summarizes key points and action items. Users can apply custom summary templates tailored to meetings, lectures, or interviews, and an AI chat feature lets them ask follow-up questions, brainstorm, or draft follow-ups based on the captured conversation. Sona supports offline recording, with internet required only for processing and AI queries, and it includes Apple-native touches such as Live Activities, Dynamic Island support, and an Apple Watch app for quick capture. Transcripts and summaries are stored in each user's personal account and can be exported and shared as PDF or text. The product targets people who want to stay present in a meeting or lecture while letting AI handle transcription, summarization, and recall afterward. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); Sona Insight is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | Sona Insight |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | Records and transcribes meetings, lectures, and interviews |
| Standout feature | Compliance-oriented, structured meeting documentation | Automatic summaries with key points and action items |
| Team usage | Pre-meeting prep pages with agendas and background | Custom summary templates for different conversation types |
| Integrations | Automated follow-up emails with summaries and action items | AI chat to ask questions and draft follow-ups from transcripts |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Offline recording with PDF/TXT export and sharing |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Apple-native Live Activities, Dynamic Island, and Apple Watch support |
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.
Sona Insight
Choose Sona Insight if you need recording and summarizing meetings while staying present — strengths include deep apple-ecosystem integration across iphone, ipad, mac, and watch.
FinScribe
Sona Insight
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while Sona Insight is strong for recording and summarizing meetings while staying present. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and Sona Insight is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Sure. Running both makes sense when their strengths don't overlap and the budget allows.
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