AudioDiary: AudioDiary is an AI-powered voice journaling app that records spoken entries, transcribes them, and generates summaries and reflective insights. FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. This comparison weighs them on pricing, features, and everyday workflow fit.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist AudioDiary when keeping a daily reflective journal by speaking instead of typing matters most, and FinMate AI when capturing in-person and phone client conversations via the mobile app matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
AudioDiary is an AI-powered voice journaling app that records spoken entries, transcribes them, and generates summaries and reflective insights.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
AudioDiary, made by Soliloquy Apps Limited, is a voice journaling application that lets users capture thoughts by speaking instead of typing. Users record an audio entry and the app automatically transcribes it and applies AI to produce summaries, reflections, suggested goals, mood tracking, and pattern visualization over time. It also offers dream analysis, custom tagging, themes, and the ability to attach photos to entries. Captured content can be exported as audio, transcripts, images, or PDF, and entries can be edited after recording. Its "Session Designer" lets users personalize or disable AI features, and extracted goals can sync to Google Calendar. The app is available across iOS, iPad, Mac (including Apple Vision), and the web, with synchronization between platforms. Recordings are encrypted in transit and at rest, with data stored via established cloud providers, and the company states it does not sell or monetize journal entries. It is aimed at individuals seeking a reflective, spoken personal journaling and self-tracking habit rather than business meetings.
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
AudioDiary 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 | AudioDiary | FinMate AI |
|---|---|---|
| Core capability | Voice recording with automatic AI transcription | Note-taking structured by advisor meeting types such as discovery and review |
| Standout feature | AI-generated summaries, reflections, and suggested goals | Support for Zoom, Microsoft Teams, Google Meet, and Webex |
| Team usage | Mood and dream tracking with pattern visualization over time | Recording and transcription of phone calls and in-person meetings |
| Integrations | Customizable or disablable AI via a 'Session Designer' | Mobile app for capturing in-person meetings |
| Languages & capture | Export of audio, transcripts, images, and PDF; editable transcripts | CRM integration with Redtail, Salesforce, and Wealthbox |
| Best-fit workflow | Cross-platform sync across iOS, Mac, Apple Vision, and web | Client mood and sentiment insights |
AudioDiary
Choose AudioDiary if you need keeping a daily reflective journal by speaking instead of typing — strengths include captures journaling hands-free by speaking, with automatic transcription.
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.
AudioDiary
FinMate AI
It depends on your workflow. AudioDiary is strong for keeping a daily reflective journal by speaking instead of typing, while FinMate AI is strong for documenting discovery and annual review meetings for advisory records. Both transcribe and summarize meetings.
AudioDiary 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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