Ava: AI live captioning and transcription app for accessibility, providing real-time captions for conversations and video meetings. FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Below, they line up on price, capture method, and how each fits a real meeting stack.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Ava when real-time captioning for deaf and hard-of-hearing participants 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.
AI live captioning and transcription app for accessibility, providing real-time captions for conversations and video meetings.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
Ava is a live captioning and transcription service built primarily for deaf and hard-of-hearing users, as well as for organizations that need accessible meetings and conversations. The app captures audio from in-person conversations and from video conferencing tools, then generates real-time captions on a phone, computer, or in the meeting interface. Ava combines automatic speech recognition with an optional professional scribe service for higher-accuracy, ADA-compliant captioning, giving users a choice between fast AI captions and human-assisted transcription. Features include color-coded speaker identification so users can follow who said what, support for many languages, and stored transcripts and summaries after a conversation ends. Through its Ava Connect integration, the service connects with Zoom, Google Meet, and Microsoft Teams, and it is available across mobile (iOS and Android), web, and desktop (Windows and Mac). Ava is aimed at individuals who need accessibility support in daily conversations and meetings, as well as at educational institutions, healthcare providers, corporations, and event venues that must provide compliant real-time captioning without committing to a traditional CART contract. 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
Ava 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 | Ava | FinMate AI |
|---|---|---|
| Core capability | Integration with Zoom, Google Meet, and Microsoft Teams | Note-taking structured by advisor meeting types such as discovery and review |
| Standout feature | Real-time live captions for in-person and online conversations | Support for Zoom, Microsoft Teams, Google Meet, and Webex |
| Team usage | Color-coded speaker identification | Recording and transcription of phone calls and in-person meetings |
| Integrations | Optional professional scribe service for higher accuracy | Mobile app for capturing in-person meetings |
| Languages & capture | Mobile, web, and desktop apps | CRM integration with Redtail, Salesforce, and Wealthbox |
| Best-fit workflow | Saved transcripts and conversation summaries | Client mood and sentiment insights |
Ava
Choose Ava if you need real-time captioning for deaf and hard-of-hearing participants — strengths include strong accessibility focus for deaf and hard-of-hearing users.
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.
Ava
FinMate AI
It depends on your workflow. Ava is strong for real-time captioning for deaf and hard-of-hearing participants, while FinMate AI is strong for documenting discovery and annual review meetings for advisory records. Both transcribe and summarize meetings.
Ava 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.
Often yes: teams combine tools when one handles capture and another handles analysis.
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