Parrot AI at a Glance
Platform Support: Zoom, Google Meet, Microsoft Teams, Webex, Slack integration, Google Drive, Google Calendar
Knowledge-First Meeting Features
AI-Powered Transcription
Fast, accurate transcripts from Zoom, Google Meet, Microsoft Teams, and Webex. Supports 35+ languages with real-time transcription and speaker identification.
- ✓ Real-time transcription
- ✓ 35+ language support
- ✓ Searchable transcripts
- ✓ Speaker identification
Topic-Organized Summaries
AI creates summaries organized by topics with proposed action items. Auto-download capabilities and screen capture ensure you never miss critical information.
- ✓ Topic categorization
- ✓ Action item extraction
- ✓ Screen capture
- ✓ Auto-download recordings
Knowledge Base Pages
Organizes your knowledge in video-rich, editable pages with unlimited storage. Build a searchable library of meeting content that your entire team can access and share.
- ✓ Editable meeting pages
- ✓ Video clip integration
- ✓ Unlimited storage
- ✓ Team-wide sharing
CRM & Project Management Integration
Integrates with Salesforce, HubSpot, Redtail, Wealthbox, and Jira. Meeting outcomes automatically trigger workflows for account opening, trading, and planning tools.
- ✓ Salesforce XLR8 integration
- ✓ HubSpot sync
- ✓ Redtail & Wealthbox
- ✓ Jira task linking
AI Chat Assistant
Ask questions about meetings, generate follow-up emails, proposals, and user stories. Analyze uploaded documents like wills, trusts, or account statements.
- ✓ AI-powered Q&A
- ✓ Document analysis
- ✓ Follow-up email generation
- ✓ Content drafting
Enterprise Security
SOC2 Type II, HIPAA, GDPR, and CCPA compliant. Your data remains private and is never used to train AI models. Secure meeting transcription with financial-grade protection.
- ✓ SOC2 Type II certified
- ✓ HIPAA compliant
- ✓ GDPR & CCPA compliant
- ✓ Data never used for training
Parrot AI Pros & Cons
✓Strengths
- ✓ Knowledge base approach with unlimited storage and team sharing capabilities
- ✓ Enterprise security: SOC2 Type II, HIPAA, GDPR, CCPA compliant with data privacy guarantees
- ✓ Extensive CRM integrations: Salesforce, HubSpot, Redtail, Wealthbox, and Jira
- ✓ AI chat assistant for document analysis and content generation
- ✓ 35+ languages with multi-platform support (Zoom, Meet, Teams, Webex)
- ✓ Free tier with 5 hours/month of recording included
⚠Limitations
- ⚠ Learning curve for new users with advanced features
- ⚠ Some transcription accuracy issues reported with non-native English speakers
- ⚠ Cloud-based only - requires internet connection
- ⚠ Limited customization for transcript fonts and thumbnails
- ⚠ Acquired by Advisor360 - product direction may evolve toward financial services
Perfect For These Teams
Financial Advisors
Advisors at firms like MassMutual and GWN Securities use Parrot AI to streamline client meetings with secure transcription and CRM integration.
Knowledge-Driven Teams
Teams that want to prevent organizational knowledge loss and build searchable libraries of meeting insights with unlimited storage.
Project Managers
PMs who need to convert meeting action items directly into Jira tasks and track follow-ups with automated workflows.
Compliance-Focused Orgs
Organizations in healthcare, finance, or regulated industries requiring HIPAA/SOC2 compliance and data privacy guarantees.
2025 Pricing Plans
Free Plan
- ✓ Meeting assistant access
- ✓ All platform support
- ✓ 35+ language transcription
- ✓ AI summaries & action items
- ✓ 5 AI Chat sessions/month
- ✓ Unlimited storage
Personal Plan
- Everything in Free plus:
- ✓ Unlimited meeting hours
- ✓ 200 manual upload hours
- ✓ Unlimited AI Chat
- ✓ Unlimited transcript edits
- ✓ Extended screen capture
Team Plan
- Everything in Personal plus:
- ✓ 100 pooled upload hours/user
- ✓ Custom meeting assistant images
- ✓ Team management tools
- ✓ Usage analytics
Enterprise
- Everything in Team plus:
- ✓ Single Sign-On (SSO)
- ✓ API access
- ✓ User provisioning (SCIM)
- ✓ Dedicated support
- ✓ Custom invoicing
How Parrot AI Works
Connect Your Calendar
Link Google Calendar and your preferred meeting platform (Zoom, Meet, Teams, Webex) for automatic meeting joins.
Automatic Recording & Transcription
Parrot AI joins your meetings automatically, records video, captures screen, and transcribes in 35+ languages with speaker identification.
AI Summary & Action Items
Receive topic-organized summaries with proposed action items. Content is searchable and sharable across your team.
CRM Integration & Workflows
Actions sync to your CRM (Salesforce, HubSpot, Redtail, Wealthbox) and trigger automated workflows for account opening, trading, and planning.
Company Background & Acquisition
Parrot AI was founded in 2021 by Paul Morville, Rob Malan, and Tyler Markley in Concord, Massachusetts. The founders brought backgrounds in software security, making privacy and compliance foundational elements from day one.
In January 2025, Advisor360 acquired Parrot AI, welcoming 12 employees including CEO Paul Morville. The acquisition expanded Parrot AI into a secure AI teammate for financial advisors, with thousands of advisors now using the platform at firms like MassMutual and GWN Securities.
Mike Fanning, CEO of Advisor360, stated: "This team is at the forefront of what's possible with gen AI, and they've created software that will meaningfully improve advisors' ability to serve clients."
