AutoScribe (Mutuo Health): AutoScribe is an AI medical scribe by Mutuo Health that transcribes clinician-patient conversations in real time and generates clinical notes. FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist AutoScribe (Mutuo Health) when physicians documenting patient encounters hands-free during visits 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.
AutoScribe is an AI medical scribe by Mutuo Health that transcribes clinician-patient conversations in real time and generates clinical notes.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
AutoScribe, developed by Toronto-based Mutuo Health Solutions (a WELLSTAR company), is an AI-powered ambient medical scribe for healthcare providers. It uses automatic speech recognition and natural language processing to capture clinician-patient conversations in real time and automatically draft a structured clinical note. After an encounter, clinicians can review, edit, or delete sections that are not medically relevant before finalizing. The product is web-based and runs on any computer, tablet, or smartphone with an internet connection and a microphone, requiring no software download. It integrates with electronic medical record systems including PS Suite (Telus), Oscar EMR/Oscar Pro, Cerner, and Epic. AutoScribe supports many of the most commonly spoken languages in Canada and, for eligible Ontario subscribers, can predict diagnostic and billing codes. The company states the solution is HIPAA, PIPEDA, and PHIPA compliant. It is aimed at physicians and other clinicians across specialties who want to reduce documentation time and administrative burden during patient visits.
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
AutoScribe (Mutuo Health) 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 | AutoScribe (Mutuo Health) | FinMate AI |
|---|---|---|
| Core capability | Real-time speech-to-text transcription of clinician-patient conversations | Note-taking structured by advisor meeting types such as discovery and review |
| Standout feature | Automatic generation of structured clinical notes with editable sections | Support for Zoom, Microsoft Teams, Google Meet, and Webex |
| Team usage | EMR integrations including PS Suite, Oscar, Cerner, and Epic | Recording and transcription of phone calls and in-person meetings |
| Integrations | Multilingual support for many commonly spoken Canadian languages | Mobile app for capturing in-person meetings |
| Languages & capture | Diagnostic and billing code prediction for eligible Ontario subscribers | CRM integration with Redtail, Salesforce, and Wealthbox |
| Best-fit workflow | Web-based access on any device with a microphone, no download required | Client mood and sentiment insights |
AutoScribe (Mutuo Health)
Choose AutoScribe (Mutuo Health) if you need physicians documenting patient encounters hands-free during visits — strengths include purpose-built for clinical documentation with emr integrations.
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.
AutoScribe (Mutuo Health)
FinMate AI
It depends on your workflow. AutoScribe (Mutuo Health) is strong for physicians documenting patient encounters hands-free during visits, while FinMate AI is strong for documenting discovery and annual review meetings for advisory records. Both transcribe and summarize meetings.
AutoScribe (Mutuo Health) 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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