FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. Voicit: Spanish-first, bot-free AI tool that records, transcribes, and summarizes meetings in Spanish plus Catalan, Basque, and more. 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 Voicit when consulting and client meetings needing spanish-language summaries 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.
Spanish-first, bot-free AI tool that records, transcribes, and summarizes meetings in Spanish plus Catalan, Basque, and more.
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
Voicit is a Spanish startup, founded in Barcelona, that records, transcribes, and summarizes meetings and interviews using AI, with Spanish as its primary language rather than an English tool adapted afterward. It captures audio from phone calls, video calls, or in-person conversations and then identifies speakers, key topics, agreements, and pending tasks before generating an executive summary. Voicit is bot-free: it does not join meetings as a participant and does not send automatic emails to attendees, so recording remains discreet. It supports up to eight languages, including Spanish, English, French, Italian, German, Portuguese, Catalan, and Basque, which makes it notable for Spanish-speaking and multilingual Iberian teams. Capture options are flexible: a Chrome extension handles video calls, the browser and a laptop microphone can record in-person meetings, and Voicit also offers a physical recorder for interviews and in-room meetings. The platform is aimed at Spanish-speaking teams in Spain and Latin America, with particular relevance to HR, recruiting, and consulting workflows, and it positions itself as a discreet, language-native alternative to English-centric meeting tools. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); Voicit is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | Voicit |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | Spanish-first transcription with support for 8 languages including Catalan and Basque |
| Standout feature | Compliance-oriented, structured meeting documentation | Bot-free, discreet recording without joining as a participant |
| Team usage | Pre-meeting prep pages with agendas and background | Speaker identification and detection of topics, agreements, and tasks |
| Integrations | Automated follow-up emails with summaries and action items | AI-generated executive summaries |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Chrome extension plus browser/laptop microphone capture |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Optional physical recorder for interviews and in-room meetings |
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.
Voicit
Choose Voicit if you need spanish-speaking hr and recruiting teams transcribing interviews — strengths include built in barcelona with spanish as the native language and catalan/basque support.
FinScribe
Voicit
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while Voicit is strong for spanish-speaking hr and recruiting teams transcribing interviews. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and Voicit 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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