FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Thoth: Privacy-first macOS app that records, transcribes, and summarizes meetings entirely on-device with no cloud or data leaving the Mac. 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 Thoth when users who want offline, private meeting notes on a mac 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.
Privacy-first macOS app that records, transcribes, and summarizes meetings entirely on-device with no cloud or data leaving the Mac.
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
Thoth is a native macOS application, created by Matthieu Veinhard, that records, transcribes, and summarizes meetings entirely on the user's device. It captures both microphone and system audio so it can record both sides of online meetings on platforms such as Zoom, Teams, and Google Meet, and it provides live transcription with on-device speech-to-text. An on-device engine detects and color-codes individual speakers in the transcript, and the app supports a large number of languages via Whisper-based transcription. After a meeting, Thoth extracts notes, action items, and key decisions, and lets users choose between several on-device models or supply their own cloud API key, with an on-device anonymization step that can redact sensitive information before any optional cloud processing. Output can be exported to formats including PDF, Word, Markdown, and timestamped JSON. Because the app has no server and no user database, the company emphasizes that there is nothing to breach or hand over. Thoth requires Apple Silicon and is aimed at privacy-conscious professionals, those handling confidential information, and neurodivergent users who benefit from automatic capture, and it is available on the Mac App Store with an iOS beta in progress. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); Thoth is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | Thoth |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | 100% local, on-device recording, transcription, and summarization |
| Standout feature | Compliance-oriented, structured meeting documentation | Dual-channel capture of microphone and system audio |
| Team usage | Pre-meeting prep pages with agendas and background | On-device speaker detection with color-coded transcripts |
| Integrations | Automated follow-up emails with summaries and action items | Whisper-based transcription supporting many languages |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | On-device anonymization to redact sensitive content |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Export to PDF, Word, Markdown, and timestamped JSON |
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.
Thoth
Choose Thoth if you need professionals handling confidential or regulated information — strengths include fully local processing with no cloud requirement and no user database.
FinScribe
Thoth
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while Thoth is strong for professionals handling confidential or regulated information. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and Thoth is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Sure. Running both makes sense when their strengths don't overlap and the budget allows.
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