Free for 20 meetings a month.
Wildly affordable for unlimited meetings.
Free
For individuals to plan, run, and capture their meetings.
Unlimited users
$0
per month
20 meetings per month
No credit card required
Plan meeting agendas
Attach documents and data
Share with attendees
AI-powered notes
AI-powered action items
Calendar integration
Pro
For teams to make meetings the best part of their day.
3 users
$49
per month, paid yearly
Save 33%. Only $16.33/user!
Unlimited meetings
$15/month for add’l users
Everything in Free, and:
AI drafts meeting agendas
Surfaces live insights
Powerful voice chat
Premium recap formats
Enterprise
For large organizations that need more control.
10 users
$399
per month, paid yearly
Save 33%. Only $39.90/user!
Unlimited meetings
$35/month for add’l users
Everything in Elite, and:
Advanced controls
Transcript management
Audit log
Detailed SOC 2 report
Customer success manager
Domain management
Access to enterprise integrations
Elite
AI superpowers for financial advisory firms.
3 users
$99
per month, paid yearly
Save 33%. Only $33/user!
Unlimited meetings
$25/month for add’l users
Everything in Pro, and:
Specialized AI to prepare for client and prospect meetings
AI can read performance reports, estate and financial
Custom AI recap prompts
Custom AI Next Steps
Access to transcripts for seamless compliance
Free
For individuals to plan, run, and capture their meetings.
Unlimited users
$0
per month
20 meetings per month
No credit card required
Plan meeting agendas
Attach documents and data
Share with attendees
AI-powered notes
AI-powered action items
Calendar integration
Pro
For teams to make meetings the best part of their day.
3 users
$49
per month, paid yearly
Save 33%. Only $16.33/user!
Unlimited meetings
$15/month for add’l users
Everything in Free, and:
AI drafts meeting agendas
Surfaces live insights
Powerful voice chat
Premium recap formats
Elite
AI superpowers for financial advisory firms.
3 users
$99
per month, paid yearly
Save 33%. Only $33/user!
Unlimited meetings
$25/month for add’l users
Everything in Pro, and:
Specialized AI to prepare for client and prospect meetings
AI can read performance reports, estate and financial
Custom AI recap prompts
Custom AI Next Steps
Access to transcripts for seamless compliance
Enterprise
For large organizations that need more control.
10 users
$399
per month, paid yearly
Save 33%. Only $39.90/user!
Unlimited meetings
$35/month for add’l users
Everything in Elite, and:
Advanced controls
Transcript management
Audit log
Detailed SOC 2 report
Customer success manager
Domain management
Access to enterprise integrations
All prices are in USD and one plan must be applied for all users within a workspace. Plans, pricing, and features included in each plan are subject to change without notice to non-customers, and with applicable notice at contract renewal for customers. See our Terms of Service and Privacy Policy for more details.
What our users have to say
Compare Features in our Plans
Free
Pro
Elite
Enterprise
Plan and Run Meetings
Plan Meeting Agendas
Attach Documents and Data
Share with Attendees
Meeting Recaps
AI-powered Meeting Notes
AI-powered Action Items
Recaps in Bullet Points
Recaps in Concise, Detailed, Longform
AI for Decision Workflows
AI-powered Agenda Creation
AI Voice Mode optimized for work
AI-powered Live Insights from Meetings
AI-powered Live Insights from Email
AI-powered Live Insights from Docs
Custom AI Recap Prompts
Custom AI Next Steps
AI for Financial Advisors
AI-powered Client Review Prep
AI-powered Prospect Meeting Prep
AI can read performance reports
AI can read portfolio analytics
AI can read financial plans
AI can read account statements
Templates
Template Library
Custom Templates
Advisor-Specific Templates
Integrations
Calendar Integrations
Email Integrations
Document Integrations
Task/Project Management Integrations
Coming Soon
Coming Soon
Coming Soon
CRM Integrations
Coming Soon
Coming Soon
Coming Soon
Enterprise Controls
Transcript access for compliance
Transcript retention controls
Advanced user management
Audit log
Detailed SOC 2 report
Domain management
Advanced enterprise integrations
Dedicated customer success manager
Free
Plan and Run Meetings
Plan Meeting Agendas
Attach Documents and Data
Share with Attendees
Meeting Recaps
AI-powered Meeting Notes
AI-powered Action Items
Recaps in Bullet Points
Recaps in Concise, Detailed, Longform
AI for Decision Workflows
AI-powered Agenda Creation
AI Voice Mode optimized for work
AI-powered Live Insights from Meetings
AI-powered Live Insights from Email
AI-powered Live Insights from Docs
Custom AI Recap Prompts
Custom AI Next Steps
AI for Financial Advisors
AI-powered Client Review Prep
AI-powered Prospect Meeting Prep
AI can read performance reports
AI can read portfolio analytics
AI can read financial plans
AI can read account statements
Templates
Template Library
Custom Templates
Advisor-Specific Templates
Integrations
Calendar Integrations
Email Integrations
Document Integrations
Task/Project Management Integrations
CRM Integrations
Enterprise Controls
Transcript access for compliance
Transcript retention controls
Advanced user management
Audit log
Detailed SOC 2 report
Domain management
Advanced enterprise integrations
Dedicated customer success manager
Pro
Plan and Run Meetings
Plan Meeting Agendas
Attach Documents and Data
Share with Attendees
Meeting Recaps
AI-powered Meeting Notes
AI-powered Action Items
Recaps in Bullet Points
Recaps in Concise, Detailed, Longform
AI for Decision Workflows
AI-powered Agenda Creation
AI Voice Mode optimized for work
AI-powered Live Insights from Meetings
AI-powered Live Insights from Email
AI-powered Live Insights from Docs
Custom AI Recap Prompts
Custom AI Next Steps
Up to 5
AI for Financial Advisors
AI-powered Client Review Prep
AI-powered Prospect Meeting Prep
AI can read performance reports
AI can read portfolio analytics
AI can read financial plans
AI can read account statements
Templates
Template Library
Advisor-Specific Templates
Custom Templates
Integrations
Calendar Integrations
Email Integrations
Document Integrations
Task/Project Management Integrations
Coming Soon
CRM Integrations
Coming Soon
Enterprise Controls
Transcript access for compliance
Transcript retention controls
Advanced user management
Audit log
Detailed SOC 2 report
Domain management
Advanced enterprise integrations
Dedicated customer success manager
Elite
Plan and Run Meetings
Plan Meeting Agendas
Attach Documents and Data
Share with Attendees
Meeting Recaps
AI-powered Meeting Notes
AI-powered Action Items
Recaps in Bullet Points
Recaps in Concise, Detailed, Longform
AI for Decision Workflows
AI-powered Agenda Creation
AI Voice Mode optimized for work
AI-powered Live Insights from Meetings
AI-powered Live Insights from Email
AI-powered Live Insights from Docs
Custom AI Recap Prompts
Custom AI Next Steps
AI for Financial Advisors
AI-powered Client Review Prep
AI-powered Prospect Meeting Prep
AI can read performance reports
AI can read portfolio analytics
AI can read financial plans
AI can read account statements
Templates
Template Library
Advisor-Specific Templates
Custom Templates
Integrations
Calendar Integrations
Email Integrations
Document Integrations
Task/Project Management Integrations
Coming Soon
CRM Integrations
Coming Soon
Enterprise Controls
Transcript access for compliance
Transcript retention controls
Advanced user management
Audit log
Detailed SOC 2 report
Domain management
Advanced enterprise integrations
Dedicated customer success manager
Enterprise
Plan and Run Meetings
Plan Meeting Agendas
Attach Documents and Data
Share with Attendees
Meeting Recaps
AI-powered Meeting Notes
AI-powered Action Items
Recaps in Bullet Points
Recaps in Concise, Detailed, Longform
AI for Decision Workflows
AI-powered Agenda Creation
AI Voice Mode optimized for work
AI-powered Live Insights from Meetings
AI-powered Live Insights from Email
AI-powered Live Insights from Docs
Custom AI Recap Prompts
Custom AI Next Steps
AI for Financial Advisors
AI-powered Client Review Prep
AI-powered Prospect Meeting Prep
AI can read performance reports
AI can read portfolio analytics
AI can read financial plans
AI can read account statements
Templates
Template Library
Advisor-Specific Templates
Custom Templates
Integrations
Calendar Integrations
Email Integrations
Document Integrations
Task/Project Management Integrations
Coming Soon
CRM Integrations
Coming Soon
Enterprise Controls
Transcript access for compliance
Transcript retention controls
Advanced user management
Audit log
Detailed SOC 2 report
Domain management
Advanced enterprise integrations
Dedicated customer success manager
Free
Plan and Run Meetings
Plan Meeting Agendas
Attach Documents and Data
Share with Attendees
Meeting Recaps
AI-powered Meeting Notes
AI-powered Action Items
Recaps in Bullet Points
Recaps in Concise, Detailed, Longform
AI for Decision Workflows
AI-powered Agenda Creation
AI Voice Mode optimized for work
AI-powered Live Insights from Meetings
AI-powered Live Insights from Email
AI-powered Live Insights from Docs
Custom AI Recap Prompts
Custom AI Next Steps
AI for Financial Advisors
AI-powered Client Review Prep
AI-powered Prospect Meeting Prep
AI can read performance reports
AI can read portfolio analytics
AI can read financial plans
AI can read account statements
Templates
Template Library
Custom Templates
Advisor-Specific Templates
Integrations
Calendar Integrations
Email Integrations
Document Integrations
Task/Project Management Integrations
CRM Integrations
Enterprise Controls
Transcript access for compliance
Transcript retention controls
Advanced user management
Audit log
Detailed SOC 2 report
Domain management
Advanced enterprise integrations
Dedicated customer success manager
Pro
Plan and Run Meetings
Plan Meeting Agendas
Attach Documents and Data
Share with Attendees
Meeting Recaps
AI-powered Meeting Notes
AI-powered Action Items
Recaps in Bullet Points
Recaps in Concise, Detailed, Longform
AI for Decision Workflows
AI-powered Agenda Creation
AI Voice Mode optimized for work
AI-powered Live Insights from Meetings
AI-powered Live Insights from Email
AI-powered Live Insights from Docs
Custom AI Recap Prompts
Custom AI Next Steps
Up to 5
AI for Financial Advisors
AI-powered Client Review Prep
AI-powered Prospect Meeting Prep
AI can read performance reports
AI can read portfolio analytics
AI can read financial plans
AI can read account statements
Templates
Template Library
Advisor-Specific Templates
Custom Templates
Integrations
Calendar Integrations
Email Integrations
Document Integrations
Task/Project Management Integrations
Coming Soon
CRM Integrations
Coming Soon
Enterprise Controls
Transcript access for compliance
Transcript retention controls
Advanced user management
Audit log
Detailed SOC 2 report
Domain management
Advanced enterprise integrations
Dedicated customer success manager
Elite
Plan and Run Meetings
Plan Meeting Agendas
Attach Documents and Data
Share with Attendees
Meeting Recaps
AI-powered Meeting Notes
AI-powered Action Items
Recaps in Bullet Points
Recaps in Concise, Detailed, Longform
AI for Decision Workflows
AI-powered Agenda Creation
AI Voice Mode optimized for work
AI-powered Live Insights from Meetings
AI-powered Live Insights from Email
AI-powered Live Insights from Docs
Custom AI Recap Prompts
Custom AI Next Steps
AI for Financial Advisors
AI-powered Client Review Prep
AI-powered Prospect Meeting Prep
AI can read performance reports
AI can read portfolio analytics
AI can read financial plans
AI can read account statements
Templates
Template Library
Advisor-Specific Templates
Custom Templates
Integrations
Calendar Integrations
Email Integrations
Document Integrations
Task/Project Management Integrations
Coming Soon
CRM Integrations
Coming Soon
Enterprise Controls
Transcript access for compliance
Transcript retention controls
Advanced user management
Audit log
Detailed SOC 2 report
Domain management
Advanced enterprise integrations
Dedicated customer success manager
Enterprise
Plan and Run Meetings
Plan Meeting Agendas
Attach Documents and Data
Share with Attendees
Meeting Recaps
AI-powered Meeting Notes
AI-powered Action Items
Recaps in Bullet Points
Recaps in Concise, Detailed, Longform
AI for Decision Workflows
AI-powered Agenda Creation
AI Voice Mode optimized for work
AI-powered Live Insights from Meetings
AI-powered Live Insights from Email
AI-powered Live Insights from Docs
Custom AI Recap Prompts
Custom AI Next Steps
AI for Financial Advisors
AI-powered Client Review Prep
AI-powered Prospect Meeting Prep
AI can read performance reports
AI can read portfolio analytics
AI can read financial plans
AI can read account statements
Templates
Template Library
Advisor-Specific Templates
Custom Templates
Integrations
Calendar Integrations
Email Integrations
Document Integrations
Task/Project Management Integrations
Coming Soon
CRM Integrations
Coming Soon
Enterprise Controls
Transcript access for compliance
Transcript retention controls
Advanced user management
Audit log
Detailed SOC 2 report
Domain management
Advanced enterprise integrations
Dedicated customer success manager
Pricing FAQs
Check our frequently asked questions.