FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Supanote: Supanote is an AI scribe that transcribes therapy sessions and automatically generates structured, compliant clinical progress notes for mental health professionals. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinScribe when documenting financial advisor client review and planning meetings matters most, and Supanote when reducing manual documentation time for solo and small mental health practices 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.
Supanote is an AI scribe that transcribes therapy sessions and automatically generates structured, compliant clinical progress notes for mental health professionals.
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
Supanote is an AI-powered clinical documentation assistant built for mental health professionals such as therapists, psychologists, social workers, counselors, and coaches. It captures session content by recording live sessions, accepting uploaded audio files, or taking voice dictation, then auto-transcribes the audio with automatic language detection across many languages. From the transcript, it generates structured progress notes in standard clinical formats including SOAP, DAP, GIRP, BIRP, and SIRP, along with intake and custom note types. Supanote is designed for both in-person and telehealth sessions, and notes can be copied or downloaded into leading electronic health record (EHR) systems; the site lists integrations or compatibility with platforms such as SimplePractice, TherapyNotes, Valant, Tebra, DrChrono, ICANotes, and Carepatron. The company emphasizes data security and healthcare compliance, stating end-to-end encryption, secure storage, and HIPAA, PHIPA, PIPEDA, and GDPR alignment, with recordings deleted after transcription. It is aimed at individual clinicians and small mental health practices seeking to reduce documentation time.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); Supanote is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | Supanote |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | Records, uploads, or dictates session audio for note creation |
| Standout feature | Compliance-oriented, structured meeting documentation | Automatic transcription with multi-language detection |
| Team usage | Pre-meeting prep pages with agendas and background | Generates structured clinical notes (SOAP, DAP, GIRP, BIRP, SIRP, intake, custom) |
| Integrations | Automated follow-up emails with summaries and action items | Compatibility with leading EHR systems via copy or download |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Support for both in-person and telehealth sessions |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Security and compliance posture stated as HIPAA, PHIPA, PIPEDA, and GDPR |
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.
Supanote
Choose Supanote if you need therapists generating compliant progress notes from recorded sessions — strengths include purpose-built for mental health clinical documentation rather than generic notes.
FinScribe
Supanote
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while Supanote is strong for therapists generating compliant progress notes from recorded sessions. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and Supanote is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Often yes: teams combine tools when one handles capture and another handles analysis.
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