Pulse360 and Tana are both AI meeting assistants for recording, transcription, and summaries, compared here on pricing, features, and workflow fit. Pulse360: Meeting note and client-communication platform for financial advisors that captures notes and produces professional deliverables. Tana: AI workspace with a bot-less meeting notetaker that transcribes and summarizes meetings directly into a connected knowledge base. They overlap on ai-meeting-assistants, so the right pick depends on team size, budget, and which meeting workflows you automate.
How Hosiqo compares and tests toolsFinal recommendation
For ai-meeting-assistants workflows, shortlist Pulse360 when capturing client meeting notes and turning them into annual summary documents matters most, and Tana when transcribing and summarizing meetings without a bot in the call matters most. Both record across Zoom, Google Meet, and Microsoft Teams; trial each on real meetings before committing.
Meeting note and client-communication platform for financial advisors that captures notes and produces professional deliverables.
AI workspace with a bot-less meeting notetaker that transcribes and summarizes meetings directly into a connected knowledge base.
Pulse360 is a free tier with paid upgrades (freemium); Tana is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Pulse360 | Tana |
|---|---|---|
| Core capability | Flexible meeting capture via recording, dictation, typing, or handwriting | Bot-less meeting capture using computer system audio |
| Standout feature | Meeting capture integration with Zoom, Microsoft Teams, and Google Meet | Transcription and AI summaries for online and in-person meetings |
| Team usage | AI note organization that keeps notes searchable and separate from the CRM | Action items pushed directly to task boards in the workspace |
| Integrations | Template builder for annual summaries, prep notes, and review documents | Links meeting notes to relevant people and projects |
| Languages & capture | AI rephrasing to improve client communications | Automatic meeting detection on Mac |
| Best-fit workflow | CRM integrations with Salesforce, Wealthbox, Redtail, Practifi, and Salentica | 60+ language support with automatic detection |
Pulse360
Choose Pulse360 if you need capturing client meeting notes and turning them into annual summary documents — strengths include combines note capture with professional client deliverable creation.
Tana
Choose Tana if you need transcribing and summarizing meetings without a bot in the call — strengths include captures meetings without adding a bot to the call.
Pulse360
Tana
It depends on your workflow. Pulse360 is strong for capturing client meeting notes and turning them into annual summary documents, while Tana is strong for transcribing and summarizing meetings without a bot in the call. Both transcribe and summarize meetings.
Pulse360 is a free tier with paid upgrades and Tana is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Yes. Many teams run more than one meeting assistant when the workflows are complementary and the budget is justified.