FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Spinach: AI meeting assistant that joins Zoom, Google Meet, Teams, and Webex calls to record, transcribe, summarize, capture action items, and push updates to tools like Slack and Jira. 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 Spinach when generating engineering standup and sprint updates and syncing tasks to jira or linear 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.
AI meeting assistant that joins Zoom, Google Meet, Teams, and Webex calls to record, transcribe, summarize, capture action items, and push updates to tools like Slack and Jira.
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
Spinach (Spinach AI, by StayIn, Inc.) is an AI meeting assistant that joins video calls on Zoom, Google Meet, Microsoft Teams, Webex, and Slack Huddles to record, transcribe, and summarize discussions, with transcription support across roughly 100 languages. It captures meeting notes, decisions, and action items, then automates follow-up by drafting recaps and pushing updates into connected tools. Integrations include Slack, Jira, Asana, Linear, Notion, Trello, ClickUp, Monday.com, and Confluence, plus CRMs such as Salesforce, HubSpot, Attio, and Zoho. It offers role-specific outputs (for example PRD drafts for product managers and sprint planning support for engineering teams) and an "Ask Spinach" AI assistant for querying meeting content. The free Starter plan offers unlimited meeting recording and transcription with basic AI summaries and calendar/Slack integration (7-day recording retention), while advanced AI, Ask Spinach, and project-management/CRM integrations require a paid plan. Spinach maintains SOC 2 Type II, GDPR, and HIPAA compliance.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); Spinach is from $0/mo (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | Spinach |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | Meeting recording & transcription |
| Standout feature | Compliance-oriented, structured meeting documentation | AI summaries & action items |
| Team usage | Pre-meeting prep pages with agendas and background | Project tool & CRM integrations |
| Integrations | Automated follow-up emails with summaries and action items | Ask Spinach assistant |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | 100-language support |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Meeting recording & transcription |
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.
Spinach
Choose Spinach if you need automatically taking and sharing notes, summaries, and action items from team meetings — strengths include free starter plan offers unlimited meeting recording, transcription, and basic ai summaries.
FinScribe
Spinach
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while Spinach is strong for automatically taking and sharing notes, summaries, and action items from team meetings. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and Spinach is from $0/mo. Check each vendor's pricing page for the latest plans and free-tier limits.
You can — some teams pair them when each covers a different part of the meeting workflow.
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