Amberscript: Audio and video to text service offering automatic and human-verified transcripts and subtitles. FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Amberscript when transcribing interviews, research, and media for accurate records matters most, and FinMate AI when capturing in-person and phone client conversations via the mobile app matters most. Run both through a week of actual calls to see which suits your workflow.
Audio and video to text service offering automatic and human-verified transcripts and subtitles.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
Amberscript is a speech-to-text service that converts audio and video into text and subtitles, offering both automatic AI transcription and human-verified options. Users upload recordings and choose between editable automatic transcripts produced by speech recognition or expert-reviewed transcripts refined by professional editors for higher accuracy. The platform similarly provides subtitles in either automated or professionally edited form, including translation services, and offers a transcript editor for reviewing and correcting output. Amberscript supports a large number of languages and additionally provides a speech-to-text API and data annotation services, as well as a meeting transcription offering for capturing and converting spoken meetings into text. The combination of self-serve automatic transcription and a human-review tier lets users trade off speed against accuracy depending on the use case. Amberscript is aimed at researchers, media organizations, businesses, and public-sector users who need reliable transcripts and subtitles, including those with accuracy or accessibility requirements that justify human-reviewed output rather than automation alone. Pricing varies by plan. Check the official website for current pricing.
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
Amberscript 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 | Amberscript | FinMate AI |
|---|---|---|
| Core capability | Automatic AI transcription of audio and video | Note-taking structured by advisor meeting types such as discovery and review |
| Standout feature | Human-verified transcript and subtitle option for higher accuracy | Support for Zoom, Microsoft Teams, Google Meet, and Webex |
| Team usage | Subtitle generation and translation services | Recording and transcription of phone calls and in-person meetings |
| Integrations | Transcript editor for reviewing and correcting output | Mobile app for capturing in-person meetings |
| Languages & capture | Speech-to-text API and meeting transcription support | CRM integration with Redtail, Salesforce, and Wealthbox |
| Best-fit workflow | Automatic AI transcription of audio and video | Client mood and sentiment insights |
Amberscript
Choose Amberscript if you need transcribing interviews, research, and media for accurate records — strengths include choice between fast automatic and accurate human-reviewed output.
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.
Amberscript
FinMate AI
It depends on your workflow. Amberscript is strong for transcribing interviews, research, and media for accurate records, while FinMate AI is strong for documenting discovery and annual review meetings for advisory records. Both transcribe and summarize meetings.
Amberscript 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.
You can — some teams pair them when each covers a different part of the meeting workflow.
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