Akiflow Meeting Assistant: An AI meeting assistant built into the Akiflow planner that automatically joins Zoom, Google Meet, and Microsoft Teams calls to record, transcribe with speaker identification, and summarize them. FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Akiflow Meeting Assistant when capturing transcripts and summaries of recurring team or client video calls without manual note-taking 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.
An AI meeting assistant built into the Akiflow planner that automatically joins Zoom, Google Meet, and Microsoft Teams calls to record, transcribe with speaker identification, and summarize them.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
Akiflow Meeting Assistant is a meeting note-taker integrated directly into Akiflow, the time-blocking planner and calendar app. Once enabled in Settings under the AI Center, it connects to a chosen calendar account and automatically joins scheduled online meetings on Zoom, Google Meet, and Microsoft Teams. After a call ends, it records and transcribes the conversation with speaker identification, then produces an AI-generated summary of the main points and decisions, with the transcript typically ready within minutes and an email notification when it's done. A distinguishing trait is how tightly it ties into Akiflow's workflow: it detects action items from the discussion and lets you turn them into Akiflow tasks with one click, and it can draft a follow-up email pre-filled with the summary, action items, and attendees. Reviewers can also play back the meeting audio in-app while reading the transcript. It works on both desktop and mobile, with a streamlined mobile interface for quick review. It is aimed at professionals who already plan their day in Akiflow and want meeting capture without leaving the app.
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
Akiflow Meeting Assistant is a free tier with paid upgrades (paid); FinMate AI is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Akiflow Meeting Assistant | FinMate AI |
|---|---|---|
| Core capability | Automatically joins scheduled Zoom, Google Meet, and Microsoft Teams meetings from a connected calendar | Note-taking structured by advisor meeting types such as discovery and review |
| Standout feature | Records and transcribes calls with speaker identification | Support for Zoom, Microsoft Teams, Google Meet, and Webex |
| Team usage | AI-generated meeting summaries of key points and decisions | Recording and transcription of phone calls and in-person meetings |
| Integrations | Detects action items and converts them into Akiflow tasks with one click | Mobile app for capturing in-person meetings |
| Languages & capture | Drafts follow-up emails pre-filled with the summary, action items, and attendees | CRM integration with Redtail, Salesforce, and Wealthbox |
| Best-fit workflow | In-app audio playback while reviewing transcripts, on desktop and mobile | Client mood and sentiment insights |
Akiflow Meeting Assistant
Choose Akiflow Meeting Assistant if you need capturing transcripts and summaries of recurring team or client video calls without manual note-taking — strengths include deeply integrated with the akiflow planner, so notes, tasks, and follow-ups stay in one workflow.
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.
Akiflow Meeting Assistant
FinMate AI
It depends on your workflow. Akiflow Meeting Assistant is strong for capturing transcripts and summaries of recurring team or client video calls without manual note-taking, while FinMate AI is strong for documenting discovery and annual review meetings for advisory records. Both transcribe and summarize meetings.
Akiflow Meeting Assistant 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.
Often yes: teams combine tools when one handles capture and another handles analysis.
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