AudioNotes: AI note taker for voice, audio, video, and text that records meetings and memos and turns them into structured notes and summaries. 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 AudioNotes when recording and summarizing meetings into minutes and action items 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.
AI note taker for voice, audio, video, and text that records meetings and memos and turns them into structured notes and summaries.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
AudioNotes is an AI note-taking app that converts voice memos, audio and video files, text, and other inputs into organized, structured notes. Its workflow centers on capturing content (recording a voice note or live meeting, uploading audio or video, adding text, performing OCR on images, or pasting a YouTube link), transcribing it across many languages, and then generating AI summaries that highlight key ideas and action items. For meetings specifically, AudioNotes can record a live session on web or mobile, or process an uploaded recording afterward, and automatically produce meeting minutes, key decisions, and action items. It includes a chat feature that lets users ask questions about their notes and a library of ready-made templates plus custom prompts so output can be tailored to scenarios like meeting minutes, lecture notes, brainstorming, or journaling. The app is available on iOS, Android, web, and Mac. AudioNotes serves a broad audience including professionals capturing meetings, students taking lecture notes, medical and legal professionals documenting conversations, content creators, and people who prefer speaking their thoughts and want them turned into clean text. 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
AudioNotes 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 | AudioNotes | FinMate AI |
|---|---|---|
| Core capability | Records voice notes and live meetings, or processes uploaded audio/video | Note-taking structured by advisor meeting types such as discovery and review |
| Standout feature | Multi-language transcription with AI summaries and action items | Support for Zoom, Microsoft Teams, Google Meet, and Webex |
| Team usage | Multiple input types including text, image OCR, and YouTube links | Recording and transcription of phone calls and in-person meetings |
| Integrations | Chat with your notes to ask questions and retrieve details | Mobile app for capturing in-person meetings |
| Languages & capture | Library of templates plus custom prompts for tailored output | CRM integration with Redtail, Salesforce, and Wealthbox |
| Best-fit workflow | Available on iOS, Android, web, and Mac | Client mood and sentiment insights |
AudioNotes
Choose AudioNotes if you need recording and summarizing meetings into minutes and action items — strengths include handles many input types beyond just meetings, including memos and files.
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.
AudioNotes
FinMate AI
It depends on your workflow. AudioNotes is strong for recording and summarizing meetings into minutes and action items, while FinMate AI is strong for documenting discovery and annual review meetings for advisory records. Both transcribe and summarize meetings.
AudioNotes 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.
Yes. Many teams run more than one meeting assistant when the workflows are complementary.
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