AudioPen: AudioPen records spoken voice notes, transcribes them, and rewrites the rambling speech into clear, structured text in a style you choose. 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 AudioPen when capturing and refining personal ideas, journal entries, or brainstorms by voice 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.
AudioPen records spoken voice notes, transcribes them, and rewrites the rambling speech into clear, structured text in a style you choose.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
AudioPen is a voice-to-text tool that captures spoken thoughts and turns them into polished written notes. You record your voice (or upload an audio file), and AudioPen transcribes the speech, then rewrites it into clear, structured text by fixing grammar, cutting filler words, and organizing rambling input into coherent prose. Rather than producing a verbatim transcript, it reshapes what you said into finished writing in a style you select or train over time, with preset and custom styles available. It supports multiple languages and can transcribe speech in one language while writing the output in another. A SuperSummaries feature combines several notes into a single cohesive summary, and existing notes can be reformatted for different purposes such as emails or to-do lists. Built by independent developer Louis Pereira, it runs across iOS, iPad, Apple Watch, Android, Mac, and a Chrome extension, with Zapier and webhook integrations for sending notes elsewhere. It is aimed at people who think out loud and want to convert informal speech into professional written content.
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
AudioPen 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 | AudioPen | FinMate AI |
|---|---|---|
| Core capability | Records voice notes and transcribes speech to text | Note-taking structured by advisor meeting types such as discovery and review |
| Standout feature | Rewrites rambling speech into clear, structured prose with grammar fixes and filler removal | Support for Zoom, Microsoft Teams, Google Meet, and Webex |
| Team usage | Audio file upload for transcribing and rewriting existing recordings | Recording and transcription of phone calls and in-person meetings |
| Integrations | Preset and custom writing styles that adapt to your voice over time | Mobile app for capturing in-person meetings |
| Languages & capture | Multi-language support, including speaking in one language and writing output in another | CRM integration with Redtail, Salesforce, and Wealthbox |
| Best-fit workflow | SuperSummaries to combine multiple notes, plus Zapier and webhook integrations | Client mood and sentiment insights |
AudioPen
Choose AudioPen if you need capturing and refining personal ideas, journal entries, or brainstorms by voice — strengths include fast, low-friction way to turn spoken thoughts into clean, usable writing.
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.
AudioPen
FinMate AI
It depends on your workflow. AudioPen is strong for capturing and refining personal ideas, journal entries, or brainstorms by voice, while FinMate AI is strong for documenting discovery and annual review meetings for advisory records. Both transcribe and summarize meetings.
AudioPen 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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