BB Recorder: A 100% local, no-bot meeting recorder for Mac and iOS that records, transcribes, and summarizes entirely on-device, built by the BuildBetter team. 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 BB Recorder when regulated or privacy-sensitive teams that cannot send audio to the cloud 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.
A 100% local, no-bot meeting recorder for Mac and iOS that records, transcribes, and summarizes entirely on-device, built by the BuildBetter team.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
BB Recorder is a local-first meeting recorder built by the team behind BuildBetter, designed for people who want meeting capture without any data leaving their device. Rather than dropping a bot into a video call, BB Recorder captures the computer's system audio directly, links to the user's calendar, and turns rough conversation audio into clean transcripts and summaries. Its defining characteristic is that recording, transcription, summarization, and even live AI chat about the meeting can all run locally using on-device models, so there is no server holding the audio or transcripts. The company frames this as making a data breach architecturally impossible because there is no cloud store to compromise, and it points to SOC 2 and HIPAA considerations along with an AI transparency policy. BB Recorder is positioned as a genuinely free, unlimited option for Mac, with no trial tiers or required registration when using local models, and a companion iOS app extends capture to the iPhone. It is aimed at privacy-sensitive professionals, regulated teams, and anyone who wants automatic meeting notes without a visible bot or a cloud transcription pipeline. 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
BB Recorder 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 | BB Recorder | FinMate AI |
|---|---|---|
| Core capability | No-bot capture of system audio directly on the device | Note-taking structured by advisor meeting types such as discovery and review |
| Standout feature | Fully on-device recording, transcription, and summarization | Support for Zoom, Microsoft Teams, Google Meet, and Webex |
| Team usage | Local AI chat to ask questions about a captured meeting | Recording and transcription of phone calls and in-person meetings |
| Integrations | Calendar linking to associate recordings with scheduled meetings | Mobile app for capturing in-person meetings |
| Languages & capture | Available for macOS and iOS | CRM integration with Redtail, Salesforce, and Wealthbox |
| Best-fit workflow | Built by the BuildBetter team with an AI transparency policy | Client mood and sentiment insights |
BB Recorder
Choose BB Recorder if you need regulated or privacy-sensitive teams that cannot send audio to the cloud — strengths include local-only processing keeps meeting audio and transcripts off external servers.
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.
BB Recorder
FinMate AI
It depends on your workflow. BB Recorder is strong for regulated or privacy-sensitive teams that cannot send audio to the cloud, while FinMate AI is strong for documenting discovery and annual review meetings for advisory records. Both transcribe and summarize meetings.
BB Recorder 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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