FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Spellar AI: A bot-free AI meeting note taker for Mac, iOS, and web that records on-device and produces transcripts, summaries, and action items. 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 Spellar AI when consultants generating templated summaries and action items per meeting matters most. Run both through a week of actual calls to see which suits your workflow.
AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails.
A bot-free AI meeting note taker for Mac, iOS, and web that records on-device and produces transcripts, summaries, and action items.
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
Spellar AI is a bot-free meeting note taker built by Spellar LTD for professionals who want their conversations captured without a bot joining the call. The app records directly on the user's Mac, iPhone, or iPad, so no participant appears in the meeting, and it produces transcripts in many languages with intelligent language detection. At the end of each meeting Spellar generates a structured summary that highlights key points and action items, and it offers customizable summary templates so the output can match different meeting types. A distinguishing feature is its model flexibility: users can switch between AI models such as different GPT, Gemini, Claude, and Perplexity options per meeting, per template, or per question, and a real-time copilot can assist during the conversation. Privacy is configurable: server-side transcription is opt-in rather than default, and users can run transcription on-device or bring their own AI key to keep calls private. Spellar syncs across macOS, iOS, and the web, and supports one-click export to tools like Notion, Jira, Linear, and Google Docs. It suits sales reps, consultants, and professionals who want discreet capture plus flexible, exportable meeting notes. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); Spellar AI is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | Spellar AI |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | Bot-free recording on Mac, iPhone, and iPad |
| Standout feature | Compliance-oriented, structured meeting documentation | Transcription in 100+ languages with automatic language detection |
| Team usage | Pre-meeting prep pages with agendas and background | Per-meeting model switching across multiple AI providers |
| Integrations | Automated follow-up emails with summaries and action items | Customizable summary templates with action item extraction |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | On-device transcription or bring-your-own-key options; server-side AI is opt-in |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | One-click export to Notion, Jira, Linear, and Google Docs |
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.
Spellar AI
Choose Spellar AI if you need sales reps capturing client calls without a visible bot — strengths include no bot joins the call, keeping capture discreet across platforms.
FinScribe
Spellar AI
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while Spellar AI is strong for sales reps capturing client calls without a visible bot. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and Spellar AI 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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