Beey: Web app for automatic transcription, subtitle creation, translation, and live transcription. FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. This comparison weighs them on pricing, features, and everyday workflow fit.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Beey when transcribing podcasts, interviews, and video into editable text 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.
Web app for automatic transcription, subtitle creation, translation, and live transcription.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
Beey is a web-based application for automatically transcribing and subtitling audio and video content using AI. Users upload recordings or record audio directly, and Beey converts the speech into text that can be edited in a built-in editor featuring speaker separation, waveform preview, and full-text search. From the transcript, the platform creates professional captions and subtitles and can apply automatic AI translation across a range of languages. Beey also offers live transcription of streamed content as an add-on, extending its use to events and broadcasts in addition to pre-recorded files. The platform supports more than thirty languages and provides API access for teams that want to integrate transcription into their own systems. Beey is aimed at journalists, media houses, researchers, and content creators who need accurate, editable transcripts and subtitles, as well as users converting podcasts, videos, and meeting recordings into searchable text. Its combination of an editor, subtitle tools, and live transcription makes it suitable for both production and documentation workflows. 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
Beey 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 | Beey | FinMate AI |
|---|---|---|
| Core capability | Automatic transcription of audio and video | Note-taking structured by advisor meeting types such as discovery and review |
| Standout feature | Subtitle and caption creation with a dedicated editor | Support for Zoom, Microsoft Teams, Google Meet, and Webex |
| Team usage | Speaker separation, waveform preview, and full-text search | Recording and transcription of phone calls and in-person meetings |
| Integrations | Automatic AI translation across many languages | Mobile app for capturing in-person meetings |
| Languages & capture | Live transcription of streamed content and API access | CRM integration with Redtail, Salesforce, and Wealthbox |
| Best-fit workflow | Automatic transcription of audio and video | Client mood and sentiment insights |
Beey
Choose Beey if you need transcribing podcasts, interviews, and video into editable text — strengths include editor with speaker separation and search aids transcript cleanup.
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.
Beey
FinMate AI
It depends on your workflow. Beey is strong for transcribing podcasts, interviews, and video into editable text, while FinMate AI is strong for documenting discovery and annual review meetings for advisory records. Both transcribe and summarize meetings.
Beey 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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