Home / AI agents for consulting firms
AI agents for consulting firms
AI tools consultancies use for meeting notes, research, decks, proposals and inbox and calendar work.
At a glance
- 19 tools compared. 15 publish pricing on their official site: Fireflies, Otter, Fathom Video, Granola, Read AI, Tactiq, Elicit, Dust, Beautiful.ai, Proposify, Qwilr, Bonsai, Fyxer, Reclaim, Motion.
- No public price (demo or quote required): AlphaSense, Rogo, Glean, Pitch.
- Most integrations mentioned: Dust (15), Proposify (13), Otter (12).
| Tool | Job | Price (as stated) | Integrations mentioned on official site | Best for |
|---|---|---|---|---|
| Fireflies Fireflies takes notes, manages tasks, and automates workflows across meetings, email, chat, CRM, and your apps. Build a searchable knowledge base of your team’s work in one place. | Meeting notes | Free plan; Pro $10/seat/mo billed annually ($18 monthly); higher tiers listed. (checked on official site, Oct 15, 2026) [source] | Slack, Google Meet, Excel, Google Sheets, Microsoft Word, Microsoft Teams, Zoom, Salesforce, HubSpot, Dropbox, SharePoint [source][source] | Teams recording and analysing meetings [source] |
| Otter Otter AI Meeting Agent supports real-time transcription, live chat, automated summaries, insights, and action items. | Meeting notes | Free plan; Pro $16.99/user/mo ($8.49 billed annually); Business $24-30/user/mo. (checked on official site, Oct 15, 2026) [source] | Microsoft Teams, Slack, Zoom, Google Meet, Salesforce, HubSpot, Notion, Google Drive, Dropbox, Outlook, Zapier, SharePoint [source][source] | Individuals and small teams up to enterprises transcribing meetings [source] |
| Fathom Video Fathom captures, transcribes, and summarizes Zoom, Google Meet, and Microsoft Teams calls. Free for individuals, with AI-powered CRM updates for teams. | Meeting notes | Free forever plan; Team $15-19/user/mo (2-user minimum). (checked on official site, Oct 15, 2026) [source] | Gmail, Microsoft Teams, Slack, Zoom, Google Meet, Salesforce, HubSpot, Notion, Zapier [source] | Individuals and teams on Zoom, Google Meet and Microsoft Teams [source] |
| Granola The AI notepad for back-to-back meetings. Notes, actions and memory. Without a meeting bot. | Meeting notes | Basic $0; Business $14/user/mo; Enterprise $35/user/mo. (checked on official site, Oct 15, 2026) [source] | Zoom, Google Meet, Outlook, Gmail, Slack, Salesforce, HubSpot, Pipedrive, Notion, Zapier, Google Drive [source][source] | People in back-to-back meetings, including in-person meetings [source] |
| Read AI Read AI, the fastest growing AI meeting notetaker in the world, works wherever you work including Microsoft Teams, Google Meet, Zoom, Claude, ChatGPT, iOS, Android, and Desktop. | Meeting notes | Free plan; paid from $15/user/mo billed annually ($19.75 monthly). (checked on official site, Oct 15, 2026) [source] | Outlook, Microsoft Teams, Slack, Zoom, Google Meet, Salesforce, HubSpot, Notion, Gmail, Zapier, Google Drive [source][source] | Meeting notes and reports across Windows, macOS, Android and iOS (site/pricing) [source] |
| Tactiq Transcribed live. Summarised instantly. Tactiq captures every meeting in real time, so you walk out with notes, action items, and summaries ready. Trusted by 1 million users. | Meeting notes | Free; Pro $8/user/mo; Team $16.67/user/mo; Business $29.17/user/mo (annual billing). (checked on official site, Oct 15, 2026) [source] | Microsoft Teams, Slack, Zoom, Google Meet, HubSpot, Notion, Salesforce, Pipedrive [source][source] | Individuals and teams transcribing meetings (free to business tiers) [source] |
| Elicit Elicit helps you synthesize evidence, understand the landscape, design programs and experiments, draft proposals, and weigh tradeoffs. Trusted by over 7 million researchers and 8 of the top 20 pharmaceutical companies | Knowledge search & research | Plus $11/user/mo ($132/yr); Pro $39/user/mo ($468/yr). (checked on official site, Oct 15, 2026) [source] | Not stated on the pages we checked | Researchers and high-stakes research workflows [source] |
| AlphaSense Find company insights, market data and research across 500M+ documents instantly. Make faster, confident decisions with AlphaSense's AI-powered platform. | Knowledge search & research | Pricing page has no public prices (contact sales / custom) [source] | Excel, Salesforce [source] | Large enterprises doing market and company research [source] |
| Rogo Rogo is the trusted AI partner to the world’s leading financial institutions. Rogo helps finance teams make better decisions and build smarter teams. | Knowledge search & research | Not published on the official site (contact vendor) | Oracle [source] | Financial institutions (banking, investing) [source] |
| Glean Glean is the Enterprise AI platform connected to your enterprise's data. Find, create, and automate anything. Explore what Glean can do for you! | Knowledge search & research | Not published on the official site (contact vendor) | Slack, Salesforce, Google Drive, SharePoint [source] | Enterprises (company-wide AI search and assistants) [source] |
| Dust Dust connects your company knowledge, tools, and teams so you can create, share, and run agents across real workflows. Use different models for different tasks, with people in control. | Knowledge search & research | Free (500 credits); Pro €24/seat/mo; Max €120/seat/mo, excl. VAT. (checked on official site, Oct 15, 2026) [source] | Slack, Salesforce, Notion, Google Drive, NetSuite, Stripe, Excel, Google Sheets, Outlook, Gmail, Microsoft Teams, Google Meet, HubSpot, SharePoint, Shopify [source][source] | Teams across departments building AI agents on company knowledge [source] |
| Beautiful.ai The AI presentation platform built for enterprise teams. Beautiful.ai keeps every deck on-brand and ready to share across the whole company. | Presentations | Pro $14.50/mo billed annually; Team $40/user/mo annual ($50 monthly). (checked on official site, Oct 15, 2026) [source] | Slack, Google Drive, Dropbox [source] | Teams and businesses creating on-brand presentations [source] |
| Pitch Pitch is the collaborative presentation platform for teams that want to create, share, and deliver better work. | Presentations | Pricing page has no public prices (contact sales / custom); mentions free plan [source] | Google Sheets, Slack, HubSpot, Notion, Google Drive [source] | Teams building presentations collaboratively (site description) [source] |
| Proposify Maximize efficiency with Proposify | Proposals, contracts & billing | Build $35/user/mo annual ($49 monthly); higher tiers listed. (checked on official site, Oct 15, 2026) [source] | Zoom, Salesforce, Zapier, QuickBooks, FreshBooks, Stripe, Gmail, Microsoft Teams, Slack, HubSpot, Pipedrive, Google Drive, Dropbox [source][source] | Busy sales teams sending proposals [source] |
| Qwilr Boost deal velocity with Qwilr's interactive proposal software. Get real-time buyer analytics & close deals faster. Start your free 14-day trial. | Proposals, contracts & billing | Starter $35, Growth $55 (5-user min), Enterprise $75 (10-user min) per user/month, annual billing. (checked on official site, Oct 15, 2026) [source] | QuickBooks, Stripe, Slack, Salesforce, HubSpot, Pipedrive, Zapier, Google Ads [source] | Sales teams creating on-brand proposals [source] |
| Bonsai Business, project and billing management solution used by 500,000+ small businesses globally. | Proposals, contracts & billing | Basic $9, Essentials $19, Premium $29 per user/month billed annually. (checked on official site, Oct 15, 2026) [source] | QuickBooks, Xero, FreshBooks, Stripe, Excel, Zoom [source] | Agencies and service businesses (project, billing and client management) [source] |
| Fyxer Fyxer is the email assistant that organizes your inbox, writes draft replies in your tone, and takes meeting notes. | Email assistant | $37/person/mo billed annually ($49 monthly) for solo; team tier $64 annual ($99 monthly). (checked on official site, Oct 15, 2026) [source] | Outlook, Gmail, Microsoft Teams, Google Meet [source] | Solo operators and teams wanting an AI inbox assistant (pricing page tiers) [source] |
| Reclaim Reclaim is an AI-powered app that creates 40% more time for teams — auto-schedule tasks, habits, meeting & breaks – free on Google Calendar & Outlook Calendar. | Scheduling & calendar | Free plan; paid plans per user plus add-on packs from $8/mo (see pricing page). (checked on official site, Oct 15, 2026) [source] | Outlook, Slack, Zoom [source] | Individuals through company-wide teams (AI calendar) [source] |
| Motion Motion is the #1 Rated Productivity Platform for the AI Era. AI Projects, AI Tasks, AI Calendar, AI Meetings, AI Docs, AI Notes, AI Reports, AI Workflows, and more. | Scheduling & calendar | $19/seat/mo and $29/seat/mo plans listed. (checked on official site, Oct 15, 2026) [source] | Outlook, Gmail, Slack, Zoom, Google Meet, Salesforce, HubSpot, Zapier, Microsoft Teams [source][source] | Individuals and teams of all sizes (AI projects and calendar) [source] |
Paid placements, if any, are labelled "Featured". They never change the data in a listing.
How we checked
We checked each listing against the vendor's official site on Oct 15, 2026: the site loads, the product exists, and we reviewed the pricing page where there is one. Prices are copied as the vendor states them, with a link to the source. Integrations are the ones named on the vendor's homepage or integrations page, so this list may be incomplete. "Best for" summarises the vendor's own stated audience. We have not tested these products hands-on. If something is unknown, we say so rather than guess.
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