Agilotext: Agilotext is a French AI transcription platform that turns audio and video recordings into structured meeting minutes, transcripts, and summaries. 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.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Agilotext when transcribing and summarizing meetings and conference calls into minutes matters most, and FinMate AI when capturing in-person and phone client conversations via the mobile app matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
Agilotext is a French AI transcription platform that turns audio and video recordings into structured meeting minutes, transcripts, and summaries.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
Agilotext is a French "sovereign AI" transcription service that converts audio and video into transcripts, summaries, and structured meeting minutes. Users can record directly in the browser, import audio/video files in common formats such as MP3, WAV, M4A, MP4, and WEBM, or submit a YouTube link; file-duration limits vary by plan. The platform offers speaker identification, customizable meeting-minute templates, multi-language support, anonymization, and exports to TXT, DOCX, and PDF. A Chrome extension adds voice dictation inside tools like Gmail, Outlook, ChatGPT, and LinkedIn, and mobile apps are available for iOS and Android. Workflow connections are supported through Zapier, Make, and n8n. Agilotext emphasizes privacy and compliance, with France-based hosting, a GDPR framework, and reports generated using Mistral AI. It is aimed at professionals who need accurate written records of conversations, including physicians, lawyers, HR managers, consultants, and business teams handling meetings, interviews, and consultations.
Best suited for
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
Agilotext is a free tier with paid upgrades (freemium); FinMate AI is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Agilotext | FinMate AI |
|---|---|---|
| Core capability | Automatic audio/video transcription with speaker identification | Note-taking structured by advisor meeting types such as discovery and review |
| Standout feature | In-browser recording plus file and YouTube-link import | Support for Zoom, Microsoft Teams, Google Meet, and Webex |
| Team usage | Customizable meeting-minute templates and AI summaries | Recording and transcription of phone calls and in-person meetings |
| Integrations | Multi-language support and content anonymization | Mobile app for capturing in-person meetings |
| Languages & capture | Exports to TXT, DOCX, and PDF formats | CRM integration with Redtail, Salesforce, and Wealthbox |
| Best-fit workflow | Chrome extension for voice dictation in Gmail, Outlook, and other apps | Client mood and sentiment insights |
Agilotext
Choose Agilotext if you need transcribing and summarizing meetings and conference calls into minutes — strengths include france-hosted with a gdpr-compliant, privacy-focused approach.
FinMate AI
Choose FinMate AI if you need documenting discovery and annual review meetings for advisory records — strengths include designed around financial advisor meeting types and terminology.
Agilotext
FinMate AI
It depends on your workflow. Agilotext is strong for transcribing and summarizing meetings and conference calls into minutes, while FinMate AI is strong for documenting discovery and annual review meetings for advisory records. Both transcribe and summarize meetings.
Agilotext 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.
Sure. Running both makes sense when their strengths don't overlap and the budget allows.
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