Best Meeting Bot API for Finance (2026)
A meeting bot API for finance keeps advisory and client calls in storage you own, on retention you set, with every speaker attributed on every call.
What finance teams need from a meeting bot API
Advisory calls, client onboarding and deal conversations carry recordkeeping obligations, so storage and retention come first.
You set retention and lifecycle on your own S3 bucket.
In transit and at rest, on every recording and transcript.
Client calls are attributed from separate streams.
Participant events log who joined and when.
The security page lists every control.
From a meeting link to your product
One request puts a bot in the call. A webhook tells you when the files are ready.
- A named bot in the roomPeople can see it, which helps with disclosure and consent.
- Records and streams liveAudio and video while the meeting runs, on all three platforms.
- One API, three platformsZoom, Google Meet and Microsoft Teams from the same request.
What you get from every client call
The meeting bot API overview covers all three platforms.
Retention and archival on your terms
Recordings land in your own bucket and account, on the lifecycle rules you already run.
- Thirty days is a defaultBring your own storage and the retention period is yours to set.
- No export step firstYour lifecycle rules, object lock and schedule govern the record from the moment it is created.
- Fits an archive you haveMeeting capture joins the process you run, rather than a vendor default.
An auditable record of every session
Participant events and webhooks reach your systems as the call happens.
| What arrives | When |
|---|---|
| Who joined, and when | During the call, as participant events |
| How long each person stayed | During the call, as participant events |
| Encrypted per-participant recordings | After the call, in your bucket |
| Speaker-labelled transcript | Live or after the call, from six engines |
MeetStream is ISO 27001 certified and GDPR compliant. SOC 2 Type 2 is under audit. Security documents and questionnaire answers start from the security page.
Advisory and client-call workloads
A quarter-end week of back-to-back client calls needs no capacity planning on your side.
- Open concurrencyThere is no cap on how many bots run at once.
- Four hours, five on requestA bot records for four hours by default, extended to five through the API.
- Regions for residencyThe United States by default, with the EU, Australia, Japan and the Middle East open, and others on request.
Object lock, on your own systems
MeetStream provides the capture layer and the controls around it.
WORM behaviour and the SEC 17a-4 or FINRA attestation are made on your own systems. The full control set is on the security page.
Enterprise-level security, keep your data private.
The certificate, the audit status and the Trust Center are all on the security page.
MeetStream is ISO 27001 certified. SOC 2 Type 2 is under audit rather than complete.
MeetStream is GDPR compliant, and bots run in the United States by default.
Point MeetStream at your own S3 bucket and your schedule governs the record.
Finance bot limits and defaults
Compliance recording covers retention in depth.
Got a question? We got the answer.
Common questions about finance capture. Where files live, how long they stay, and which regions are open.
Can we control how long recordings are kept?
Yes. With bring-your-own S3, recordings go to your bucket. You set retention and lifecycle rules, not a vendor default.
Is there an audit trail of participants?
Yes. Participant events and webhooks give you a timeline of who joined and when, delivered to your systems in real time.
How is data secured?
All recordings and transcripts are encrypted in transit and at rest. Bring-your-own storage keeps them in your account. MeetStream is ISO 27001 certified, and SOC 2 Type 2 is under audit.
Where are recordings stored, and for how long?
Thirty days in MeetStream storage by default. Point us at your own S3 bucket and every recording and transcript lands in your account instead. Your retention and lifecycle rules then govern the record from the start.
Can bots run outside the United States?
Yes. The default region is the United States. EU, Australia, Japan and the Middle East are available, and other regions on request.
A record you keep, on a schedule you set.
Advisory calls, client onboarding and deal conversations, recorded through one API and written to storage you own.
Build it in an afternoon
One API to join, record, stream, and transcribe meetings across Zoom, Google Meet, and Microsoft Teams.