Side-by-side comparison · Productivity & Notes
Box AI vs Fathom vs Heidi
Everything that matters when choosing between them, in one place: our rating, what each can do, what they cost, and the trade-offs.
Comparing 3 tools, the maximum.
At a glance
Pick it if: Companies that already keep their contracts and documents in Box and want AI to work on them securely.
Pick it if: Sales and customer-facing teams who want every call recorded and summarised without paying per seat to start.
Pick it if: GPs, specialists, psychologists and allied health practitioners who spend their evenings writing up notes.
Overview
| Attribute | Box AI | Fathom | Heidi |
|---|---|---|---|
| In one line | Ask questions of, summarise and pull data from your company's Box files. | Records your video calls and sends you a summary, action items and transcript. | AI medical scribe that listens to a consult and writes the notes and letters. |
| Pricing model | Paid | Freemium | Freemium |
| Starting price | From $5/user/mo | $20/mo | Free |
| Free plan | No | Yes | Yes |
| Works with Claude Code | Yes | Yes | No |
Rating breakdown
Our scores out of 5. The higher bar in each row is highlighted.
| Attribute | Box AI | Fathom | Heidi |
|---|---|---|---|
| Overall rating | 3.8 | 4.2 | 4.2 |
| Ease of useHow quickly someone non-technical gets value from it. | 4.0 | 4.5 | 4.5 |
| FeaturesHow completely it covers its own job, and how well the pieces fit together. | 4.0 | 4.5 | 4.5 |
| Output qualityHow good the results are before you fix them. | 4.0 | 3.5 | 4.0 |
| Value for moneyWhat you get for the price, including the free plan. | 3.0 | 4.5 | 4.0 |
| Speed & reliabilityHow fast it is and how often it falls over. | 4.0 | 4.0 | 4.0 |
Feature comparison
A tick means it does this today. A dash means we haven't checked.
| Attribute | Box AI | Fathom | Heidi |
|---|---|---|---|
| Access & platform | |||
| Free plan | No | Yes | Yes |
| Mobile app | Yes | – | Yes |
| Desktop app | Yes | Yes | Yes |
| Browser extension | – | – | Yes |
| API access | Yes | Yes | – |
| Teams & business | |||
| Team workspace | Yes | Yes | Yes |
| Enterprise plan or SSO | Yes | Yes | Yes |
| Connects to other apps | Yes | Yes | Yes |
| Open source or self-hosted | No | No | No |
| AI abilities | |||
| Works with your files | Yes | No | Yes |
| Understands images | Yes | No | – |
| Makes images | No | No | No |
| Makes video | No | No | No |
| Writes code | – | No | No |
| Runs agents or automations | Yes | No | – |
| Learns your brand or style | – | No | Yes |
| Works in many languages | Yes | Yes | Yes |
| Capabilities score | 10/ 17 | 7/ 17 | 10/ 17 |
Pricing
Plans as listed on each vendor's site when we last checked. Confirm before you buy.
| Attribute | Box AI | Fathom | Heidi |
|---|---|---|---|
| Plans | Business Starter From $5/user/mo billed yearly Small teams that just need file storage. | FreeOur pick Free Anyone who wants every call recorded without paying. | Free Free A single clinician trying it on real consults. |
Business See website Teams wanting AI on one file at a time. | Premium $20/mo, or $16/mo billed yearly One person who wants the fuller summaries every time. | ClinicianOur pick See website (14-day free trial) A clinician who uses it every day. | |
Enterprise See website Companies with compliance needs and light AI use. | Team $19/user/mo, or $15/user/mo billed yearly Small teams sharing calls with each other. | Practice Custom Clinics with several practitioners. | |
Enterprise PlusOur pick Custom, billed yearly Teams that want AI across many files. | Business $34/user/mo, or $25/user/mo billed yearly Sales teams living in a CRM. | Enterprise Custom Health services and large groups. | |
Enterprise Advanced Custom Large companies building custom AI agents. | Enterprise Custom Larger organisations needing SSO and rollout help. | ||
| Which plan to pick | If you want Box AI to be genuinely useful, Enterprise Plus is where multi-file questions and Box Agent start. On Business you only get single-file questions and must buy AI units. Ask sales to estimate your AI unit use before signing. | Most people should simply use Free; it covers more than the paid tiers of its rivals. Only move to Team or Business when several people need to search each other's calls or you want notes landing in HubSpot or Salesforce without lifting a finger. | Start on Free for a couple of weeks of real consults. If it saves you time every day, trial the Clinician plan; if you need notes to flow into your practice software or want one bill for the clinic, ask about Practice. |
Key features
| Attribute | Box AI | Fathom | Heidi |
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Pros and cons
| Attribute | Box AI | Fathom | Heidi |
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Who each one is for
| Attribute | Box AI | Fathom | Heidi |
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Questions people ask
Which is better, Box AI, Fathom or Heidi?
They tie on our overall rating (Box AI 3.8/5, Fathom 4.2/5 and Heidi 4.2/5). Box AI is best for questions and summaries on long contracts and pulling key fields out of contracts and invoices. Fathom is best for recording sales and client calls and sharing call clips with the team. Heidi is best for writing up consult notes and drafting referral and specialist letters.
Which is cheaper, Box AI, Fathom or Heidi?
Box AI: There's no free plan. Paid plans start at From $5/user/mo. Fathom: There's a free plan, and paid plans start at $20/mo. Heidi: It's free to use.
How we compare
Ratings are our own, from using each tool, across ease of use, features, output quality, value for money, speed & reliability.
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