BetterDictation: A macOS speech-to-text app that uses on-device Whisper to turn spoken words into typed text in any application. 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 BetterDictation when dictating emails, documents, and notes hands-free across mac apps matters most, and FinMate AI when capturing in-person and phone client conversations via the mobile app matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
A macOS speech-to-text app that uses on-device Whisper to turn spoken words into typed text in any application.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
BetterDictation is a system-wide dictation tool for macOS that converts speech into typed text inside any application. Users trigger it with a keyboard shortcut (Option+Space) and can choose push-to-talk or toggle-to-talk modes; the transcribed text is then inserted directly where the cursor sits. It runs OpenAI's Whisper model locally on Apple's Neural Engine, so basic transcription works fully offline and, per the vendor, no audio recordings or transcripts are stored. It supports 100+ languages and applies automatic punctuation. The app requires Apple Silicon (M1 or newer); Intel Macs are not supported. An optional Pro add-on adds stammer correction, automatic formatting, and post-processing of dictations. It is aimed at people who write or capture text frequently, such as founders, engineers, and writers, who want to dictate emails, documents, notes, and messages rather than type them. Because it works across all apps, it can be used to capture spoken notes alongside meetings, though it is a general dictation utility rather than a dedicated meeting-recording assistant.
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
BetterDictation is a free tier with paid upgrades (paid); FinMate AI is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | BetterDictation | FinMate AI |
|---|---|---|
| Core capability | System-wide dictation that inserts text into any macOS application | Note-taking structured by advisor meeting types such as discovery and review |
| Standout feature | On-device transcription using OpenAI's Whisper on Apple's Neural Engine | Support for Zoom, Microsoft Teams, Google Meet, and Webex |
| Team usage | Offline operation for basic dictation with no cloud round-trips | Recording and transcription of phone calls and in-person meetings |
| Integrations | Support for 100+ languages with automatic punctuation | Mobile app for capturing in-person meetings |
| Languages & capture | Push-to-talk and toggle-to-talk recording modes | CRM integration with Redtail, Salesforce, and Wealthbox |
| Best-fit workflow | Optional Pro post-processing: stammer correction and automatic formatting | Client mood and sentiment insights |
BetterDictation
Choose BetterDictation if you need dictating emails, documents, and notes hands-free across mac apps — strengths include runs locally on-device for privacy; vendor states no audio or transcripts are stored.
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.
BetterDictation
FinMate AI
It depends on your workflow. BetterDictation is strong for dictating emails, documents, and notes hands-free across mac apps, while FinMate AI is strong for documenting discovery and annual review meetings for advisory records. Both transcribe and summarize meetings.
BetterDictation 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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