AdvisorShelf / AI tools / Fireflies

AI tools

Fireflies

AI assistant that transcribes, summarizes and searches team meetings.

Not only for advisors. A general meeting assistant for any team, not built for financial advisors. Fireflies.ai Corp.'s page

Made by Fireflies.ai Corp. Visit Fireflies' website

Starting priceFree plan

Checked on the vendor's site · Oct 13

Price on their own siteYes

Firm sizeSolo advisor, Small team (2 to 5), Growing firm (6 to 20), Large firm (21+)Solo2-56-2021+

In their words: “Flexible plans for teams of all sizes.”

Vendor says · source

Connections listed17 connectionsRedtail, Wealthbox, Salesforce and 14 more. Source and date for each below. AI tools among them: Claude (MCP server), ChatGPT (MCP server), Devin (MCP server).

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What their website looks like

Screenshot of Fireflies' homepage — Fireflies' homepage, as it appeared on Oct 14. Screenshot of the public page, taken by AdvisorShelf. Visit the page. Screens of the product itself come from the vendor once it claims this profile.

Pricing

Plan	Price	Billing
Free	Free No charge	Free forever
Pro	$10/seat/mo per seat per month, billed annually	Billed annually
Business	$19/seat/mo per seat per month, billed annually	Billed annually
Enterprise	$39/seat/mo per seat per month, billed annually	Billed annually Annual only.

These are the prices the page shows on load, billed annually. Its monthly prices sit behind a switch and weren't in our saved copy of the page.

Source: Fireflies pricing page. Checked on the vendor's site, Oct 13.

Where Fireflies sits on price

FirefliesOther AI tools

Cheapest plan for one person, per month (our sum from each price page). 16 of 30 AI tools have a US-dollar price we can put per person.

CaddiFree ContioFree FathomFree FirefliesFree GrainFree Synopsist$25/mo Munin$29/mo Finmate AI$39/mo Vega$42/mo Knapsack$50/mo YourStake$50/mo Hazel$60/mo Zocks$67/mo Focal$100/mo Jump$100/mo DataDasher$120/mo

Price changes

No price changes recorded yet. We last checked on Oct 13.

What it connects to

At a glance: which way data moves

Data inData outTwo-way

Data comes in from

Nothing the vendor says sends data in

Fireflies17 connections listed

Data goes out to

WealthboxMicrosoft Dynamics 365Affinitymonday CRMClaudeChatGPTDevin

Direction not stated

SalesforceCopperGoHighLevelActiveCampaign

Listed, no detail

RedtailHubSpotZoho CRMAttioSalesflareSupersales

Redtail

Checked on the vendor's site

Listed on the vendor's site, with no detail on what moves

Source: Fireflies integrations page. Checked Oct 13.

Wealthbox

Checked on the vendor's site

Data out: meeting data and tasks

Source: Fireflies integrations page. Checked Oct 13.

Salesforce

Checked on the vendor's site

Direction not stated: meeting notes; direction not stated

Source: Fireflies integrations page. Checked Oct 13.

HubSpot

Checked on the vendor's site

Listed on the vendor's site, with no detail on what moves

Source: Fireflies integrations page. Checked Oct 13.

Microsoft Dynamics 365

Checked on the vendor's site

Data out: meetings, participants and tasks

Source: Fireflies integrations page. Checked Oct 13.

Zoho CRM

Checked on the vendor's site

Listed on the vendor's site, with no detail on what moves

Source: Fireflies integrations page. Checked Oct 13.

Copper

Checked on the vendor's site

Direction not stated: meeting notes; direction not stated

Source: Fireflies integrations page. Checked Oct 13.

Affinity

Checked on the vendor's site

Data out: meeting data and tasks

Source: Fireflies integrations page. Checked Oct 13.

Attio

Checked on the vendor's site

Listed on the vendor's site, with no detail on what moves

Source: Fireflies integrations page. Checked Oct 13.

Salesflare

Checked on the vendor's site

Listed on the vendor's site, with no detail on what moves

Source: Fireflies integrations page. Checked Oct 13.

monday CRM

Checked on the vendor's site

Data out: prospect conversations

Source: Fireflies integrations page. Checked Oct 13.

GoHighLevel

Checked on the vendor's site

Direction not stated: contacts and meeting notes; direction not stated

Source: Fireflies integrations page. Checked Oct 13.

ActiveCampaign

Checked on the vendor's site

Direction not stated: contacts and meeting insights; direction not stated

Source: Fireflies integrations page. Checked Oct 13.

Supersales

Checked on the vendor's site

Listed on the vendor's site, with no detail on what moves

Source: Fireflies integrations page. Checked Oct 13.

AI assistants and note-takers

The AI assistants and meeting note-takers among the tools Fireflies.ai Corp. lists. How each one connects is in Fireflies.ai Corp.'s own words, or marked as not stated. Ask what the AI tool can see and change, and where your clients' data goes.

Claude

Checked on the vendor's site

Through an MCP server (an open standard that lets AI assistants connect to other software)
Data out: meeting insights

Source: Fireflies homepage. Checked Oct 13.

ChatGPT

Checked on the vendor's site

Through an MCP server (an open standard that lets AI assistants connect to other software)
Data out: meeting insights

Source: Fireflies homepage. Checked Oct 13.

Devin

Checked on the vendor's site

Through an MCP server (an open standard that lets AI assistants connect to other software)
Data out: meeting insights

Source: Fireflies homepage. Checked Oct 13.

Leaving later

We haven't read Fireflies.ai Corp.'s site for export instructions yet.Not checked yet

Fits best if

Our judgement

We haven't assessed fit for Fireflies yet.

We judge fit against written criteria (team size, custodian, workflow needs), never against who pays us.

Similar tools

Compare Fireflies with another tool

Same category and at least one firm size in common, cheapest for one person first. Paying vendors are never moved up.

Fathom

Free plan

Checked on the vendor's site · Oct 13

Salesforce · Data out checkedHubSpot · Data out checked

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Jump

From $100/advisor/mo

Checked on the vendor's site · Oct 13

Salesforce · Data link, direction not stated checkedWealthbox · Data out checkedRedtail · Data link, direction not stated checkedHubSpot · Data in and out checkedDynamics 365 Sales · Data link, direction not stated checkedand 9 more on the profile

View profile

Quin

From $49/mo for the 10 hrs setting

Checked on the vendor's site · Oct 13

Salesforce · Data out checkedWealthbox · Data out checkedRedtail · Data out checkedSlant · Data out checkedHubSpot · Data out checkedand 16 more on the profile

View profile

Continuum

From CAD 79/seat/month

Checked on the vendor's site · Oct 13

Salesforce · Data out checkedWealthbox · Data out checkedMaximizer · Data out checkedHubSpot · Data out checkedMicrosoft Dynamics 365 · Data out checkedand 7 more on the profile

View profile

Corrections

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