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AI tools

Grain

AI notetaker that records meetings and passes transcripts to Claude, ChatGPT or other AI tools.

Not only for advisors. A general meeting notetaker for product, research, sales and customer-success teams, not built for financial advisors. Grain Intelligence Inc.'s page

Made by Grain Intelligence Inc. Visit Grain's website
Starting priceFree plan
Checked on the vendor's site · Oct 13
Price on their own siteYes
Firm sizeNot assessed yet
Connections listed5 connectionsHubSpot, Salesforce, Pipedrive and 2 more. Source and date for each below. AI tools among them: Claude (how not stated), ChatGPT (how not stated).
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What their website looks like

Screenshot of Grain's homepage
Grain's 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

PlanPriceBilling
Free Free
No charge
 Free
Starter $19/seat/mo
per seat per month, billed monthly
 Billed monthly
Starter $15/seat/mo
per seat per month, billed annually
 Billed annually
Business $39/seat/mo
per seat per month, billed monthly
 Billed monthly
Business $29/seat/mo
per seat per month, billed annually
 Billed annually

Enterprise plan: contact sales

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

Where Grain sits on price

GrainOther 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.

CaddiFreeContioFreeFathomFreeFirefliesFreeGrainFreeSynopsist$25/moMunin$29/moFinmate AI$39/moVega$42/moKnapsack$50/moYourStake$50/moHazel$60/moZocks$67/moFocal$100/moJump$100/moDataDasher$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
Grain5 connections listed

Data goes out to

HubSpotSalesforcePipedriveClaudeChatGPT
HubSpot
Checked on the vendor's site
  • Data out: notes and properties
Source: Grain homepage. Checked Oct 13.
Salesforce
Checked on the vendor's site
  • Data out: notes and properties
Source: Grain homepage. Checked Oct 13.
Pipedrive
Checked on the vendor's site
  • Data out: meeting summaries, transcripts and insights
Source: Grain homepage FAQ. Checked Oct 13.

AI assistants and note-takers

The AI assistants and meeting note-takers among the tools Grain Intelligence Inc. lists. How each one connects is in Grain Intelligence Inc.'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
  • The vendor doesn't say how the AI tool connects
  • Data out: meeting data
Source: Grain homepage. Checked Oct 13.
ChatGPT
Checked on the vendor's site
  • The vendor doesn't say how the AI tool connects
  • Data out: meeting data
Source: Grain homepage. Checked Oct 13.

Leaving later

We haven't read Grain Intelligence Inc.'s site for export instructions yet.Not checked yet

Fits best if

Our judgement

We haven't assessed fit for Grain yet.

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

Similar tools

Compare Grain with another tool

Same category (firm size not assessed yet), cheapest for one person first. Paying vendors are never moved up.

Caddi
Free plan
Checked on the vendor's site · Oct 13
Attio · Listed, no detail given checkedHubSpot · Listed, no detail given checkedPractifi · Listed, no detail given checkedSalesforce · Listed, no detail given checkedWealthbox · Listed, no detail given checkedand 1 more on the profile
View profile
Contio
Free plan
Checked on the vendor's site · Oct 13
Salesforce · Data in and out checked
View profile
Fathom
Free plan
Checked on the vendor's site · Oct 13
Salesforce · Data out checkedHubSpot · Data out checked
View profile
Fireflies
Free plan
Checked on the vendor's site · Oct 13
Redtail · Listed, no detail given checkedWealthbox · Data out checkedSalesforce · Data link, direction not stated checkedHubSpot · Listed, no detail given checkedMicrosoft Dynamics 365 · Data out checkedand 9 more on the profile
View profile

Corrections

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