FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Summary AI: Mobile-first AI note taker that records and transcribes meetings on-device and offers an AI agent that joins online calls to summarize them. This comparison weighs them on pricing, features, and everyday workflow fit.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinScribe when documenting financial advisor client review and planning meetings matters most, and Summary AI when sending an ai agent to join and summarize remote zoom, meet, or teams calls matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails.
Mobile-first AI note taker that records and transcribes meetings on-device and offers an AI agent that joins online calls to summarize them.
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
Summary AI, published by Labhouse, is an AI meeting note taker available on iOS and Android with a companion web experience. With one tap it records audio, generates transcripts with speaker labels, and produces concise bullet-point summaries that capture key decisions, action items, deadlines, and discussion points. Transcripts are searchable, and a built-in AI chat lets users ask questions about a conversation, such as who was assigned a task, and jump to the exact moment in the recording. The app supports recording and transcription in a large set of languages and can translate live. In addition to capturing audio directly on the device, Summary AI offers an AI Meeting Assistant agent that can automatically join online meetings on Google Meet, Zoom, and Microsoft Teams to record the conversation, create a full transcript, and generate a summary with key points and action items. Users can export notes to PDF and share them with their team. The product is positioned for professionals, students, and anyone capturing meetings, interviews, lectures, or podcasts on the go, and it is actively operating in 2025 and 2026. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); Summary AI is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | Summary AI |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | One-tap recording with transcripts and speaker labels |
| Standout feature | Compliance-oriented, structured meeting documentation | AI bullet-point summaries with decisions, action items, and deadlines |
| Team usage | Pre-meeting prep pages with agendas and background | AI Meeting Assistant agent that joins Google Meet, Zoom, and Microsoft Teams calls |
| Integrations | Automated follow-up emails with summaries and action items | Chat-with-your-meeting Q&A and keyword jump-to-moment search |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Recording and transcription across many languages with live translation |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Export to PDF and team 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.
Summary AI
Choose Summary AI if you need recording and summarizing in-person meetings or interviews from a phone — strengths include flexible capture via both on-device recording and an agent that joins online calls.
FinScribe
Summary AI
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while Summary AI is strong for recording and summarizing in-person meetings or interviews from a phone. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and Summary AI 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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