FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Vinyl: AI meeting assistant for accounting and bookkeeping firms that automates client meeting notes and post-meeting actions. 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 Vinyl when tracking post-meeting action items and deadlines across multiple clients 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.
AI meeting assistant for accounting and bookkeeping firms that automates client meeting notes and post-meeting actions.
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
Vinyl is an AI meeting assistant built specifically for accounting and bookkeeping firms to automate the documentation and follow-up work around client meetings. It joins or captures meetings across Microsoft Teams, Zoom, and Google Meet, and offers a mobile app for in-person client meetings, then produces AI summaries that highlight key points and action items organized by client entity. Vinyl captures and tracks follow-up tasks with deadlines so commitments do not fall through the cracks, and it can deploy notes and actions into a firm's practice management software automatically. An AI chat capability lets users query previous meetings and analyze trends across multiple client interactions, and the tool can help generate follow-up emails, scope-of-work documents, and handoff notes from meeting content. Aimed at improving client experience and reducing post-meeting admin, Vinyl positions itself around saving time on documentation for each hour of client meetings. It launched into private beta with a group of firms before becoming generally available, and is operating as a live product for accounting and bookkeeping professionals managing recurring client relationships. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); Vinyl is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | Vinyl |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | Meeting capture across Microsoft Teams, Zoom, and Google Meet |
| Standout feature | Compliance-oriented, structured meeting documentation | Mobile app for in-person client meetings |
| Team usage | Pre-meeting prep pages with agendas and background | AI summaries with key points and action items organized by client entity |
| Integrations | Automated follow-up emails with summaries and action items | Action item tracking with deadlines |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Deployment of notes and actions into practice management software |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | AI chat to query past meetings and analyze trends across clients |
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.
Vinyl
Choose Vinyl if you need documenting client onboarding and advisory meetings at accounting firms — strengths include purpose-built for accounting and bookkeeping firm workflows.
FinScribe
Vinyl
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while Vinyl is strong for documenting client onboarding and advisory meetings at accounting firms. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and Vinyl is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
You can — some teams pair them when each covers a different part of the meeting workflow.
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