Bee: Wearable AI device that captures spoken conversations and turns them into transcripts, summaries, and reminders. 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 Bee when capturing in-person meetings and follow-up action items hands-free 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.
Wearable AI device that captures spoken conversations and turns them into transcripts, summaries, and reminders.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
Bee is a wearable personal AI device, now part of Amazon, that continuously captures the conversations happening around the wearer and processes them into transcripts, segmented summaries, suggested to-dos, and timely reminders. The hardware uses dual microphones with noise filtering and is designed to be worn as a wristband or clipped to clothing, with a button press to start and stop capture and an LED indicator to show when it is recording. Captured audio is processed by AI that segments discussions, identifies commitments, and surfaces personal insights over time, rather than leaving the user with a raw recording to comb through. Recordings sync to a companion mobile app on iOS and Android, with Apple Watch support, where users can review their day's conversations, search past discussions, and manage what is stored. Bee supports dozens of languages and emphasizes that only the user can access their own transcripts and summaries. It is aimed at professionals and individuals who want hands-free, in-person meeting and conversation capture without reaching for a phone or laptop. 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
Bee 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 | Bee | FinMate AI |
|---|---|---|
| Core capability | Wearable device with dual microphones and noise filtering | Note-taking structured by advisor meeting types such as discovery and review |
| Standout feature | Automatic transcription with segmented, per-section summaries | Support for Zoom, Microsoft Teams, Google Meet, and Webex |
| Team usage | Suggested to-dos and reminders extracted from conversations | Recording and transcription of phone calls and in-person meetings |
| Integrations | Companion app on iOS, Android, and Apple Watch | Mobile app for capturing in-person meetings |
| Languages & capture | Multi-language support across dozens of languages | CRM integration with Redtail, Salesforce, and Wealthbox |
| Best-fit workflow | On-button capture control with recording indicator | Client mood and sentiment insights |
Bee
Choose Bee if you need capturing in-person meetings and follow-up action items hands-free — strengths include hands-free in-person capture without needing a phone or laptop.
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.
Bee
FinMate AI
It depends on your workflow. Bee is strong for capturing in-person meetings and follow-up action items hands-free, while FinMate AI is strong for documenting discovery and annual review meetings for advisory records. Both transcribe and summarize meetings.
Bee 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.
Yes. Many teams run more than one meeting assistant when the workflows are complementary.
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