ToolForTheTask

AI meeting note-takers for CPA firms & consultants

We list 9 AI meeting note-takers for CPA firms & consultants, each checked on the vendor's own site. 8 publish a starting price; the lowest we found is $0 (free to start), from ChatGPT (vendor page: “Free version available; paid plan prices not rendered in snapshot text”).

Updated Oct 15, 2026

ToolWhat it doesEntry priceChecked on
ChatGPTOpenAI general-purpose AI assistant.Free version available; paid plan prices not rendered in snapshot textOct 15, 2026
DialpadAI-powered business phone system with transcription.Contact for pricing*Oct 15, 2026
FathomAI meeting recorder and notetaker.Free forever; Team $15/user/mo annual ($19 monthly), 2-user minimumOct 15, 2026
Fireflies.aiAI meeting notetaker with transcripts and summaries.Free forever; Pro $10/seat/mo annual ($18 monthly)Oct 15, 2026
GranolaAI notepad that enhances your own meeting notes.Basic $0; Business $14/user/mo; Enterprise $35/user/moOct 15, 2026
JamieBot-free AI meeting notes.Free (10 AI notes/mo); paid plans from $37/seat/mo annualOct 15, 2026
Otter.aiAI meeting transcription and notes.Free start; Pro $8.49/user/mo annual ($16.99 monthly)Oct 15, 2026
Read AIAI meeting summaries and productivity copilot.Free (5 meetings/mo); paid from $15/user/mo annual ($19.75 monthly)Oct 15, 2026
tl;dvAI meeting recorder for Zoom, Meet and Teams.Free; Pro $18/seat/mo annual; Business $29Oct 15, 2026

* Contact for pricing: the vendor publishes no price on its own site, so we don't show one. How we handle this.

ChatGPT

Free version available; paid plan prices not rendered in snapshot textFree tier

OpenAI general-purpose AI assistant.

Marketing contentInternal automation & agentsMeeting notes & knowledge

Checked Oct 15, 2026 DetailsVisit ChatGPT ↗

Dialpad

Plan prices not in snapshot text; free trial

AI-powered business phone system with transcription.

AI receptionist & after-hours callsMeeting notes & knowledge

Checked Oct 15, 2026 DetailsVisit Dialpad ↗

Fathom

Free forever; Team $15/user/mo annual ($19 monthly), 2-user minimumFree tier

AI meeting recorder and notetaker.

Meeting notes & knowledge

Checked Oct 15, 2026 DetailsVisit Fathom ↗

Granola

Basic $0; Business $14/user/mo; Enterprise $35/user/moFree tier

AI notepad that enhances your own meeting notes.

Meeting notes & knowledge

Checked Oct 15, 2026 DetailsVisit Granola ↗

Jamie

Free (10 AI notes/mo); paid plans from $37/seat/mo annualFree tier

Bot-free AI meeting notes.

Meeting notes & knowledge

Checked Oct 15, 2026 DetailsVisit Jamie ↗

Otter.ai

Free start; Pro $8.49/user/mo annual ($16.99 monthly)Free tier

AI meeting transcription and notes.

Meeting notes & knowledge

Checked Oct 15, 2026 DetailsVisit Otter.ai ↗

Read AI

Free (5 meetings/mo); paid from $15/user/mo annual ($19.75 monthly)Free tier

AI meeting summaries and productivity copilot.

Meeting notes & knowledge

Checked Oct 15, 2026 DetailsVisit Read AI ↗

tl;dv

Free; Pro $18/seat/mo annual; Business $29Free tier

AI meeting recorder for Zoom, Meet and Teams.

Meeting notes & knowledge

Checked Oct 15, 2026 DetailsVisit tl;dv ↗

FAQ

What AI meeting note-takers work for CPA firms & consultants?

9 tools on this page, including ChatGPT, Dialpad, Fathom, Fireflies.ai. Each was checked against the vendor's site, most recently on Oct 15, 2026.

Which AI meeting note-takers for CPA firms & consultants publish their prices?

8 of 9: ChatGPT (Free version available; paid plan prices not rendered in snapshot text); Fathom (Free forever; Team $15/user/mo annual ($19 monthly), 2-user minimum); Fireflies.ai (Free forever; Pro $10/seat/mo annual ($18 monthly)); Granola (Basic $0; Business $14/user/mo; Enterprise $35/user/mo); Jamie (Free (10 AI notes/mo); paid plans from $37/seat/mo annual). The rest ask you to contact sales or book a demo.

Is there a free option?

The vendor sites for ChatGPT, Fathom, Fireflies.ai, Granola, Jamie state a free tier or free plan as of our last check.

Want it set up for you? Capital Edge does done-for-you setups for DFW businesses.

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