Simple, transparent pricing
Explore AI meeting assistant pricing tailored for advisors and healthcare teams. Pick a plan that matches your workflow. Upgrade anytime. No setup fees.
Toggle:
Monthly | Annual
- Ambient capture + transcription
- Smart summaries (standard)
- Task lists & PDF/Word exports
- Basic email support
- 30‑day transcript storage
- Everything in Starter, plus:
- One‑click CRM/EHR sync
- Custom templates by specialty
- Team roles & change history
- Priority chat + email support
- 90‑day transcript storage
- Everything in Professional, plus:
- SSO/MFA & audit logs
- Advanced QA & redaction
- API access & custom builds
- Onboarding assistance
- 180‑day transcript storage
What customers say
Compare Features
| Feature | Starter ($39) | Professional ($49) | Business ($60) |
|---|---|---|---|
| Meetings & Capture | |||
| Ambient Capture (Zoom/Teams/Meet) | ✓ | ✓ | ✓ |
| Speaker Identification | ✓ | ✓ | ✓ |
| Summaries & Templates | |||
| Standard Templates | ✓ | ✓ | ✓ |
| Custom Specialty Templates | — | ✓ | ✓ |
| Integrations | |||
| Exports (PDF/Word) | ✓ | ✓ | ✓ |
| CRM Sync (Salesforce/Redtail/Wealthbox) | — | ✓ | ✓ |
| EHR Sync (Epic/Cerner/Athena) | — | ✓ | ✓ |
| API Access | — | — | ✓ |
| Security & Admin | |||
| AES‑256 & SOC 2 Compliance | ✓ | ✓ | ✓ |
| Team Roles & Approvals | — | ✓ | ✓ |
| SSO / MFA / Audit Logs | — | — | ✓ |
| Support & Storage | |||
| Transcript Storage | 30 Days | 90 Days | 180 Days |
| Support Level | Priority Chat | Onboarding Assistance | |
Add‑ons & Limits
- Extended Storage: 12 or 24‑month retention options available.
- Premium Support: Dedicated SLAs and weekend coverage.
- Custom Integration: We build custom connectors for proprietary CRMs.
- Training: On‑site or virtual rollout services for large teams.
Frequently Asked Questions
Can I switch plans or cancel anytime?
Yes. There are no long‑term contracts on monthly plans. You can upgrade, downgrade, or cancel at any time from your admin dashboard.
Do you offer discounts for annual billing?
Yes, we offer 2 months free on annual plans. Toggle the pricing view above or contact sales for an annual quote.
How is usage measured?
Usage is based on per‑seat licensing. There are fair‑use limits on recording minutes per month, but most teams never hit them.
Do you charge for view‑only users?
No. You only pay for users who need to record meetings and generate summaries. Admin/Reviewer accounts are free on Professional and Business plans.
Verinote AI