Is Agent MIA or FinMate AI better for AI meeting notes?

It depends on your workflow. Agent MIA is strong for capturing in-person client or team meetings on a phone and getting an auto-emailed summary with decisions and action items, while FinMate AI is strong for documenting discovery and annual review meetings for advisory records. Both transcribe and summarize meetings.

How do Agent MIA and FinMate AI compare on price?

Agent MIA is a free tier with paid upgrades and FinMate AI is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.

Can I use both Agent MIA and FinMate AI?

Yes. Many teams run more than one meeting assistant when the workflows are complementary.

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Agent MIA vs FinMate AI

Agent MIA: A France-hosted AI meeting assistant that records, transcribes, identifies speakers, and writes structured meeting reports you can question with cited answers. FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.

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Final recommendation

Shortlist Agent MIA when capturing in-person client or team meetings on a phone and getting an auto-emailed summary with decisions and action items matters most, and FinMate AI when capturing in-person and phone client conversations via the mobile app matters most. Try them side by side on real calls before deciding — needs vary by team.

Agent MIA

CustomAI Meeting Assistants

A France-hosted AI meeting assistant that records, transcribes, identifies speakers, and writes structured meeting reports you can question with cited answers.

AI chat that answers questions about a single meeting or a whole project folder with transcript citationsExports to PDF, Word, SRT, and JSON plus industry-specific report templates and full-text searchFrance-only data hosting with configurable retention, encryption, right to erasure, and an optional HDS healthcare-grade hosting add-on

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FinMate AI

About Agent MIA

Agent MIA is an AI meeting assistant published by the French company Alomia · IngéniSolution. It captures conversations several ways: through a phone's microphone for in-person meetings, by importing an existing audio file, or via a bot that automatically joins Zoom, Microsoft Teams, and Google Meet calls. It then transcribes the audio using Mistral's Voxtral multilingual model and separates and identifies speakers with pyannote.ai diarization, including voice-fingerprint recognition of recurring participants. From each meeting it generates a structured report covering a summary, decisions, and action items with owners, deadlines, and priorities, and can email that report to participants automatically. An AI chat lets users ask questions about a meeting or an entire project folder, answering with citations back to the transcript. It offers industry report templates, full-text search, and exports to PDF, Word, SRT, and JSON. A core selling point is data sovereignty: audio and data are stored and processed only in France, with configurable retention, encryption, a right to erasure, and an optional healthcare-grade (HDS) hosting tier. It targets individual professionals through enterprise teams.

Best suited for

Capturing in-person client or team meetings on a phone and getting an auto-emailed summary with decisions and action items
Having a bot join Zoom, Teams, or Meet calls to transcribe, identify speakers, and produce a structured report
Querying past meetings or an entire project's recordings via AI chat to retrieve decisions and quotes with citations

About FinMate AI

FinMate AI is an AI meeting notetaker designed specifically for financial advisors, marketed as built by advisors for advisors. It captures detailed client meeting notes and organizes them according to advisor-specific meeting types such as discovery and review meetings, then pushes notes and tasks into the advisor's CRM and can help transfer data into financial planning software. FinMate works across virtual meeting platforms including Zoom, Microsoft Teams, Google Meet, and Webex, and it also supports recording and transcribing phone calls and in-person meetings, with a mobile app available on the Apple App Store for capturing in-person conversations. The company highlights compliance and security with SOC 2 Type 2 certification, US-based data storage, AES-256 encryption, customizable data retention, and a commitment not to train its AI on user data. Beyond raw notes, FinMate offers client-mood and sentiment insights and can help pre-fill forms. It integrates with advisor CRMs including Redtail, Salesforce, and Wealthbox. The product is positioned to give advisors back several hours per week by automating documentation and post-meeting workflows. Pricing varies by plan. Check the official website for current pricing.

Best suited for

Documenting discovery and annual review meetings for advisory records
Capturing in-person and phone client conversations via the mobile app
Syncing structured meeting notes and tasks into an advisor CRM

Feature	Agent MIA	FinMate AI
Core capability	Multiple capture methods: phone microphone, audio file import, and a bot that auto-joins Zoom, Teams, and Google Meet	Note-taking structured by advisor meeting types such as discovery and review
Standout feature	Multilingual AI transcription via Mistral Voxtral with automatic speaker separation and identification via pyannote.ai diarization	Support for Zoom, Microsoft Teams, Google Meet, and Webex
Team usage	Structured meeting reports with summary, decisions, and action items (owner, deadline, priority), auto-emailed to participants	Recording and transcription of phone calls and in-person meetings
Integrations	AI chat that answers questions about a single meeting or a whole project folder with transcript citations	Mobile app for capturing in-person meetings
Languages & capture	Exports to PDF, Word, SRT, and JSON plus industry-specific report templates and full-text search	CRM integration with Redtail, Salesforce, and Wealthbox
Best-fit workflow	France-only data hosting with configurable retention, encryption, right to erasure, and an optional HDS healthcare-grade hosting add-on	Client mood and sentiment insights

Agent MIA vs FinMate AI

About Agent MIA

About FinMate AI

Pricing comparison

Feature table

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Pros & cons

FAQ

Is Agent MIA or FinMate AI better for AI meeting notes?

How do Agent MIA and FinMate AI compare on price?

Can I use both Agent MIA and FinMate AI?

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