FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. SubtitleBee: SubtitleBee is an AI-powered web app that auto-transcribes audio and video and adds styled, translatable subtitles in 120+ languages. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinScribe when documenting financial advisor client review and planning meetings matters most, and SubtitleBee when adding accurate, styled captions to social and marketing videos 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.
SubtitleBee is an AI-powered web app that auto-transcribes audio and video and adds styled, translatable subtitles in 120+ languages.
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
SubtitleBee is a browser-based AI tool that automatically converts spoken audio and video into text and generates synchronized, styled subtitles. Beyond captioning marketing clips and social videos, it offers a dedicated audio-transcription mode that handles interviews, lectures, meetings, voice memos, webinars, and podcasts: users upload a recording, select the source language, then review and edit the AI-generated transcript in an in-browser editor before exporting. It recognizes a wide range of languages and can translate captions across many of them, making it useful for global and accessibility-focused workflows. Transcripts and subtitles can be downloaded in standard formats including TXT, SRT, VTT, and ASS. Additional editing tools let users restyle captions (font, color, size, opacity), resize and crop video for different platforms, and add overlay "supertitles." It targets content creators, podcasters, educators, marketers, and professionals who need fast, editable transcripts and captions without technical skills. SubtitleBee has been operating since 2019 and runs entirely in the browser.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); SubtitleBee is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | SubtitleBee |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | AI transcription of audio and video for interviews, meetings, webinars, podcasts, and voice memos |
| Standout feature | Compliance-oriented, structured meeting documentation | Automatic subtitle/caption generation with recognition of 120+ languages |
| Team usage | Pre-meeting prep pages with agendas and background | Subtitle translation across many languages for multilingual output |
| Integrations | Automated follow-up emails with summaries and action items | In-browser transcript editor to review and correct AI output before export |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Export to multiple formats including TXT, SRT, VTT, and ASS |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Caption styling plus video resizing/cropping (16:9, 9:16, 1:1) and overlay captions |
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.
SubtitleBee
Choose SubtitleBee if you need transcribing recorded interviews, meetings, or webinars into editable text — strengths include single tool covers both transcription and styled subtitling, with translation into many languages.
FinScribe
SubtitleBee
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while SubtitleBee is strong for transcribing recorded interviews, meetings, or webinars into editable text. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and SubtitleBee is a free tier with paid upgrades. 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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