FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Typist: AI speech-to-text service that converts audio and video into text and exports captions, with tiered models for speed or accuracy. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinScribe when documenting financial advisor client review and planning meetings matters most, and Typist when generating srt or webvtt captions for podcasts and videos matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails.
AI speech-to-text service that converts audio and video into text and exports captions, with tiered models for speed or accuracy.
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
Typist is an AI transcription service that converts audio and video files into text and caption files. Users upload recordings in common formats such as MP3, MP4, M4A, WAV, OGG, FLAC, and WebM, and Typist returns a transcript that can be exported to DOCX, SRT subtitles, WebVTT captions, PDF, or plain text. The platform offers multiple transcription models, described as Turbo for speed, Pro for a balance of speed and accuracy, and Studio for the highest accuracy, with the Studio tier adding speaker identification. Typist supports a wide range of languages and accents and provides word-level and segment-level timestamps, which makes it suitable for producing subtitles that import cleanly into video editors. The product positions itself around fast turnaround for pre-recorded content and predictable, credit-based usage. Its documented use cases span lectures, podcasts, interviews, research and client calls, and consulting meetings, alongside students, therapists, and video editors. A free tier with a limited number of minutes lets new users try the service before moving to paid plans, and a web dashboard handles uploads, transcription, and exports. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); Typist is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | Typist |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | Audio and video to text transcription across many file formats |
| Standout feature | Compliance-oriented, structured meeting documentation | Export to SRT subtitles, WebVTT captions, DOCX, PDF, and TXT |
| Team usage | Pre-meeting prep pages with agendas and background | Multiple transcription models trading off speed and accuracy |
| Integrations | Automated follow-up emails with summaries and action items | Speaker identification on the highest-accuracy tier |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Word-level and segment-level timestamps for clean subtitle timing |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Support for a wide range of languages and accents |
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.
Typist
Choose Typist if you need transcribing recorded interviews and research or client calls — strengths include clean subtitle exports (srt and webvtt) that import into video editors.
FinScribe
Typist
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while Typist is strong for transcribing recorded interviews and research or client calls. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and Typist 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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