FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Vexa: API-first, open-source meeting transcription platform that deploys bots to capture real-time, speaker-labeled transcripts for developers. Below, they line up on price, capture method, and how each fits a real meeting stack.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinScribe when documenting financial advisor client review and planning meetings matters most, and Vexa when streaming live, speaker-labeled transcripts into applications matters most. Run both through a week of actual calls to see which suits your workflow.
AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails.
API-first, open-source meeting transcription platform that deploys bots to capture real-time, speaker-labeled transcripts for developers.
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
Vexa is an API-first, open-source meeting transcription and intelligence platform aimed primarily at developers and technical teams who want to build meeting features into their own products. Rather than being a polished end-user notetaking app, Vexa provides a developer toolkit: it deploys bots that join meetings via a URL, capture audio, and stream back real-time, speaker-diarized transcripts with low latency over WebSocket, alongside REST interfaces for programmatic bot control. Captured data can be stored and queried for retrieval and export, enabling teams to build live transcription, searchable meeting repositories, or downstream analysis on top of the platform. Vexa currently supports Google Meet and Microsoft Teams, with Zoom support indicated as planned, and its codebase is available on GitHub under an Apache 2.0 license, with both self-hosted and managed cloud deployment options. Because it exposes meeting capture and transcription as programmable infrastructure, Vexa is suited to engineering teams in areas like sales, recruiting, and other domains that need to embed meeting intelligence into custom workflows rather than rely on a standalone consumer app. It is best for developers who want control over how transcripts are captured, stored, and used. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); Vexa is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | Vexa |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | API-first design with REST and WebSocket interfaces |
| Standout feature | Compliance-oriented, structured meeting documentation | Real-time, speaker-diarized transcription with low latency |
| Team usage | Pre-meeting prep pages with agendas and background | Deployable bots that join meetings via URL to capture audio |
| Integrations | Automated follow-up emails with summaries and action items | Open-source (Apache 2.0) with self-hosted or managed cloud options |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Data storage with query and export capabilities |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Supports Google Meet and Microsoft Teams (Zoom planned) |
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.
Vexa
Choose Vexa if you need building custom meeting-intelligence features into a product — strengths include programmable infrastructure for embedding meeting transcription into products.
FinScribe
Vexa
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while Vexa is strong for building custom meeting-intelligence features into a product. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and Vexa 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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