Berrycast: A screen recorder and AI meeting notes tool with a Chrome extension and desktop app that records, transcribes, and summarizes calls. 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 Berrycast when recording and summarizing zoom, google meet, or microsoft teams meetings matters most, and FinMate AI when capturing in-person and phone client conversations via the mobile app matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
A screen recorder and AI meeting notes tool with a Chrome extension and desktop app that records, transcribes, and summarizes calls.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
Berrycast is a screen-recording and video-messaging tool that also functions as an AI meeting notes assistant. Users install a browser extension (for Chromium-based browsers and Safari) or a desktop application, then choose a recording mode such as screen plus camera or camera only. Recordings are uploaded to the cloud where Berrycast automatically generates a transcript, detecting more than 60 languages, and its AIWriter feature can produce meeting notes in several formats including key points, bullet summaries, action items, and paragraph-style recaps. Berrycast is designed to work alongside video meetings on platforms like Zoom, Google Meet, and Microsoft Teams, and it records without adding a separate meeting bot. Beyond meeting capture, it supports video trimming, custom thumbnails, HD downloads, transcript downloads, sharing via direct links or email, embedding on websites, and viewer engagement tracking with comments. It is built by Les Technologies Openmind Inc. of Quebec, Canada, and is aimed at individuals and teams who want to record, document, and share meetings and screen-based videos. 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
Berrycast 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 | Berrycast | FinMate AI |
|---|---|---|
| Core capability | Chrome/Chromium and Safari browser extension plus desktop application | Note-taking structured by advisor meeting types such as discovery and review |
| Standout feature | Screen-plus-camera or camera-only recording modes | Support for Zoom, Microsoft Teams, Google Meet, and Webex |
| Team usage | Automatic transcription with detection of 60+ languages | Recording and transcription of phone calls and in-person meetings |
| Integrations | AIWriter for summaries, key points, and action items | Mobile app for capturing in-person meetings |
| Languages & capture | Video trimming, custom thumbnails, and HD downloads | CRM integration with Redtail, Salesforce, and Wealthbox |
| Best-fit workflow | Sharing via direct link, email, or website embed with view tracking and comments | Client mood and sentiment insights |
Berrycast
Choose Berrycast if you need recording and summarizing zoom, google meet, or microsoft teams meetings — strengths include combines screen recording, transcription, and ai summaries in one tool.
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.
Berrycast
FinMate AI
It depends on your workflow. Berrycast is strong for recording and summarizing zoom, google meet, or microsoft teams meetings, while FinMate AI is strong for documenting discovery and annual review meetings for advisory records. Both transcribe and summarize meetings.
Berrycast 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.
Sure. Running both makes sense when their strengths don't overlap and the budget allows.
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