FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. VetRec: VetRec is an AI scribe for veterinarians that records consultations and automatically generates SOAP notes and clinical documentation. 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 VetRec when producing discharge instructions, treatment plans, and referral letters from a single visit recording 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.
VetRec is an AI scribe for veterinarians that records consultations and automatically generates SOAP notes and clinical documentation.
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
VetRec is a purpose-built AI scribe for veterinary professionals that automates clinical documentation. During an appointment, the clinician taps to record the spoken consultation ambiently, and VetRec transcribes the conversation and generates structured SOAP notes, discharge instructions, treatment plans, referral letters, and phone-call notes in seconds. It offers a library of customizable templates spanning general practice, emergency, exotics, equine, dental, surgery, and other specialties, plus a Record Recap feature that summarizes lengthy patient histories. VetRec is available as a web application and as iOS and Android apps, with offline recording that syncs once back online, suiting both exam-room and field use such as farm calls. It integrates with practice information management systems (PiMS) via a one-click sync, and supports multi-pet appointments. The company states it holds SOC 2 Type II, HIPAA, and GDPR compliance. VetRec is aimed at veterinarians, technicians, relief/locum vets, students, and nonprofit animal-welfare organizations seeking to reduce documentation time and administrative burden.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); VetRec is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | VetRec |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | Ambient one-tap recording with AI-generated SOAP notes in seconds |
| Standout feature | Compliance-oriented, structured meeting documentation | Customizable templates across veterinary specialties (GP, ER, exotics, equine, dental, surgery) |
| Team usage | Pre-meeting prep pages with agendas and background | Additional document generation: discharge instructions, treatment plans, referral letters, phone-call notes |
| Integrations | Automated follow-up emails with summaries and action items | Offline recording that syncs when back online |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | One-click sync to practice information management systems (PiMS) |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Web, iOS, and Android applications |
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.
VetRec
Choose VetRec if you need generating soap notes and medical records from ambient consultation recordings — strengths include purpose-built for veterinary workflows and terminology rather than a generic scribe.
FinScribe
VetRec
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while VetRec is strong for generating soap notes and medical records from ambient consultation recordings. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and VetRec is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Yes. Many teams run more than one meeting assistant when the workflows are complementary.
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