FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Vibe: Open-source, cross-platform desktop app that transcribes meeting and interview recordings offline using Whisper, keeping all data on your device. The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinScribe when documenting financial advisor client review and planning meetings matters most, and Vibe when developers embedding local transcription via the cli or http api matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails.
Open-source, cross-platform desktop app that transcribes meeting and interview recordings offline using Whisper, keeping all data on your device.
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
Vibe is a free, open-source transcription application created by the developer thewh1teagle and distributed under the MIT license. It lets users transcribe audio and video files entirely offline on their own machine using OpenAI's Whisper models, so recordings of meetings, interviews, lectures, and calls never have to leave the device. Vibe runs on macOS, Windows, and Linux, with GPU acceleration available for NVIDIA, AMD, and Intel hardware, and it supports a very wide range of languages. It includes speaker diarization so different participants can be separated in the transcript, and it can export results in multiple formats including SRT, VTT, TXT, HTML, PDF, JSON, and DOCX. For automation and integration, Vibe also exposes a command-line interface and an HTTP API with Swagger documentation, making it usable inside larger pipelines. Built with the Tauri framework on top of whisper.cpp, it is actively maintained with frequent releases. Vibe is best suited to privacy-conscious individuals, developers, and teams who want a no-subscription, local-first way to turn recorded conversations into editable text. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); Vibe is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | Vibe |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | Offline transcription powered by OpenAI Whisper (whisper.cpp) |
| Standout feature | Compliance-oriented, structured meeting documentation | Cross-platform: macOS, Windows, and Linux |
| Team usage | Pre-meeting prep pages with agendas and background | Speaker diarization to separate participants |
| Integrations | Automated follow-up emails with summaries and action items | Multiple export formats (SRT, VTT, TXT, HTML, PDF, JSON, DOCX) |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Command-line interface and HTTP API for automation |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | GPU acceleration for NVIDIA, AMD, and Intel |
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.
Vibe
Choose Vibe if you need transcribing recorded meetings or interviews privately on a laptop — strengths include free and open source under the mit license.
FinScribe
Vibe
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while Vibe is strong for transcribing recorded meetings or interviews privately on a laptop. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and Vibe 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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