FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. WhisperLiveKit: Open-source, self-hosted real-time speech-to-text and speaker diarization toolkit with a FastAPI server and web interface, suitable for meeting transcription. 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 WhisperLiveKit when building privacy-first transcription into custom applications via compatible apis 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.
Open-source, self-hosted real-time speech-to-text and speaker diarization toolkit with a FastAPI server and web interface, suitable for meeting transcription.
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
WhisperLiveKit is an open-source, self-hosted toolkit for ultra-low-latency real-time speech-to-text and speaker diarization. Rather than naively running Whisper on each audio chunk, it uses state-of-the-art simultaneous-speech research for intelligent buffering and incremental processing, which preserves transcription quality while streaming results with minimal latency. The project ships a complete backend built on FastAPI with WebSocket support, an OpenAI-compatible REST API, a Deepgram-compatible WebSocket protocol, and a simple, customizable HTML and JavaScript web interface that captures microphone audio and streams it to the server. It supports multiple ASR backends including Whisper variants, Voxtral, and Qwen3-ASR, covers 200+ languages with translation, and includes real-time speaker diarization and voice activity detection to reduce processing overhead. It can handle multiple concurrent users on a single backend and is distributed via PyPI with Docker images for both GPU and CPU. Licensed under Apache 2.0 and actively maintained into 2026, the project explicitly lists meeting transcription, accessibility tooling, and podcast or call transcription with speaker identification among its intended use cases, making it a practical building block for private, on-premise meeting transcription pipelines. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinScribe is a free tier with paid upgrades (freemium); WhisperLiveKit is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinScribe | WhisperLiveKit |
|---|---|---|
| Core capability | AI notetaker that joins virtual meetings and supports in-person capture | Real-time streaming speech-to-text with low latency over WebSocket |
| Standout feature | Compliance-oriented, structured meeting documentation | Real-time speaker diarization to distinguish multiple speakers |
| Team usage | Pre-meeting prep pages with agendas and background | FastAPI backend with OpenAI-compatible REST API and Deepgram-compatible WebSocket protocol |
| Integrations | Automated follow-up emails with summaries and action items | Multiple ASR backends (Whisper variants, Voxtral, Qwen3-ASR) and 200+ language support with translation |
| Languages & capture | CRM integrations with Salesforce, Redtail, Wealthbox, HubSpot, Practifi, and more | Included customizable HTML/JavaScript web interface and Docker images (GPU and CPU) |
| Best-fit workflow | Recording-free processing with redaction of sensitive identifiers | Voice activity detection and multi-user support on a single backend |
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.
WhisperLiveKit
Choose WhisperLiveKit if you need self-hosted real-time meeting transcription with speaker labels — strengths include fully open source (apache 2.0) and self-hostable for private, on-premise transcription.
FinScribe
WhisperLiveKit
It depends on your workflow. FinScribe is strong for documenting financial advisor client review and planning meetings, while WhisperLiveKit is strong for self-hosted real-time meeting transcription with speaker labels. Both transcribe and summarize meetings.
FinScribe is a free tier with paid upgrades and WhisperLiveKit 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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