Aviso AI: End-to-end AI revenue platform whose conversation intelligence records and analyzes sales calls and meetings for B2B revenue teams. 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 Aviso AI when revenue teams analyzing sales calls alongside pipeline and forecast data matters most, and FinMate AI when capturing in-person and phone client conversations via the mobile app matters most. Run both through a week of actual calls to see which suits your workflow.
End-to-end AI revenue platform whose conversation intelligence records and analyzes sales calls and meetings for B2B revenue teams.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
Aviso AI is an end-to-end AI revenue platform for B2B sales and revenue operations teams that combines forecasting, pipeline inspection, deal intelligence, and conversation intelligence in one system. Within its conversation intelligence module, Aviso records and transcribes both online meetings (via Zoom, Microsoft Teams, and Google Meet) and offline or in-person conversations, then analyzes them to surface coaching opportunities, buyer sentiment, and deal signals. It applies natural language processing and acoustic analysis to detect sentiment and emotion through tone, pitch, and pace, and generates smart transcripts and visual summaries that highlight keywords, decision-maker comments, and next steps. Its MIKI generative-AI assistant lets users query past conversations in natural language instead of scrubbing through transcripts, and a deal room centralizes recordings, transcripts, and related communications. Aviso ties these conversation insights back to pipeline health and forecasting so managers can connect rep behavior on calls to revenue outcomes. It is primarily aimed at mid-market and enterprise revenue teams that want a single AI-native platform rather than multiple point tools. 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
Aviso AI 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 | Aviso AI | FinMate AI |
|---|---|---|
| Core capability | Records and transcribes online and in-person sales meetings | Note-taking structured by advisor meeting types such as discovery and review |
| Standout feature | Sentiment and emotion analysis using text and acoustic markers | Support for Zoom, Microsoft Teams, Google Meet, and Webex |
| Team usage | MIKI generative-AI assistant for natural-language querying of conversations | Recording and transcription of phone calls and in-person meetings |
| Integrations | Smart transcripts and auto-summaries with keywords and next steps | Mobile app for capturing in-person meetings |
| Languages & capture | Deal room centralizing recordings, transcripts, and deal communications | CRM integration with Redtail, Salesforce, and Wealthbox |
| Best-fit workflow | Conversation insights tied to pipeline inspection and forecasting | Client mood and sentiment insights |
Aviso AI
Choose Aviso AI if you need revenue teams analyzing sales calls alongside pipeline and forecast data — strengths include connects conversation intelligence directly to forecasting and deal data.
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.
Aviso AI
FinMate AI
It depends on your workflow. Aviso AI is strong for revenue teams analyzing sales calls alongside pipeline and forecast data, while FinMate AI is strong for documenting discovery and annual review meetings for advisory records. Both transcribe and summarize meetings.
Aviso AI 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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