Bliro: Bot-free AI meeting assistant that transcribes online and in-person conversations from device audio without recording audio or video. FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Bliro when field and in-person sales meetings that need automatic notes and crm updates matters most, and FinMate AI when capturing in-person and phone client conversations via the mobile app matters most. Run both through a week of actual calls to see which suits your workflow.
Bot-free AI meeting assistant that transcribes online and in-person conversations from device audio without recording audio or video.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
Bliro is an AI meeting assistant that creates structured notes from both online and in-person conversations without sending a bot into the call. It runs as a desktop application that recognizes when a meeting is happening and taps the device's audio source directly to transcribe in real time, so it is not visible to other participants. A distinguishing feature is that Bliro does not store audio or video recordings at all; it transcribes and summarizes on the fly and discards the underlying media, which the company positions as a privacy safeguard for everyone in the meeting. Because it works from device audio, it supports effectively any meeting platform and softphone, plus face-to-face meetings captured via laptop, iPhone, or iPad. Bliro generates customizable AI summaries, drafts follow-ups, and can automatically sync notes to CRMs such as Salesforce, HubSpot, and Microsoft Dynamics, as well as tools like Slack and Confluence. Data processing is hosted on European servers with a GDPR focus. It is aimed primarily at sales teams and other professionals who need reliable, compliant notes across online and in-person settings. 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
Bliro 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 | Bliro | FinMate AI |
|---|---|---|
| Core capability | Bot-free transcription from device audio for online and in-person meetings | Note-taking structured by advisor meeting types such as discovery and review |
| Standout feature | Does not store audio or video recordings | Support for Zoom, Microsoft Teams, Google Meet, and Webex |
| Team usage | Works across meeting tools, softphones, and face-to-face conversations | Recording and transcription of phone calls and in-person meetings |
| Integrations | Customizable AI summaries and automated follow-up drafts | Mobile app for capturing in-person meetings |
| Languages & capture | CRM sync to Salesforce, HubSpot, and Microsoft Dynamics | CRM integration with Redtail, Salesforce, and Wealthbox |
| Best-fit workflow | EU-based data processing with a GDPR focus | Client mood and sentiment insights |
Bliro
Choose Bliro if you need field and in-person sales meetings that need automatic notes and crm updates — strengths include captures in-person meetings, not just video calls.
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.
Bliro
FinMate AI
It depends on your workflow. Bliro is strong for field and in-person sales meetings that need automatic notes and crm updates, while FinMate AI is strong for documenting discovery and annual review meetings for advisory records. Both transcribe and summarize meetings.
Bliro 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.
More head-to-head comparisons involving Bliro and FinMate AI.
Bliro: Bot-free AI meeting assistant that transcribes online and in-person conversations from device audio without recording audio or video. Bluedot: Bot-free note taker for Meet, Zoom, Teams plus mobile recording The right pick comes down to team size, budget, and the workflows you want to automate.
Bliro: Bot-free AI meeting assistant that transcribes online and in-person conversations from device audio without recording audio or video. BoardBreeze: AI software that converts board meeting recordings into compliant, formatted minutes capturing motions, votes, and action items. The right pick comes down to team size, budget, and the workflows you want to automate.
Bliro: Bot-free AI meeting assistant that transcribes online and in-person conversations from device audio without recording audio or video. Boardable: Board meeting platform for nonprofits with AI-generated minutes, an in-meeting assistant, and AI insights that turn discussion into action items. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
Bliro: Bot-free AI meeting assistant that transcribes online and in-person conversations from device audio without recording audio or video. Bold: Bot-free AI notetaker by Bold App Studios that records meetings on-device, transcribes with speaker detection, and writes summaries with action items. The right pick comes down to team size, budget, and the workflows you want to automate.
Bliro: Bot-free AI meeting assistant that transcribes online and in-person conversations from device audio without recording audio or video. Boostlingo: Language access platform whose AI Pro engine delivers live AI captioning, translation, and transcription for meetings, webinars, and events. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
Bliro: Bot-free AI meeting assistant that transcribes online and in-person conversations from device audio without recording audio or video. BriefMe: Italian mobile app that records conversations, transcribes them automatically, and generates AI summaries with key points, decisions, and action items. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
Bliro: Bot-free AI meeting assistant that transcribes online and in-person conversations from device audio without recording audio or video. Briefly: AI meeting summaries with CRM and Slack delivery Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
Bliro: Bot-free AI meeting assistant that transcribes online and in-person conversations from device audio without recording audio or video. BrightHire: Interview intelligence platform that records, transcribes, and structures job interviews for hiring teams. This comparison weighs them on pricing, features, and everyday workflow fit.
Bliro: Bot-free AI meeting assistant that transcribes online and in-person conversations from device audio without recording audio or video. Bubbles: Async video and AI meeting notes with action items Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
Bliro: Bot-free AI meeting assistant that transcribes online and in-person conversations from device audio without recording audio or video. BuildBetter: A no-bot meeting recorder (BB Recorder) that captures and processes calls locally on Mac, with optional cloud upload for team collaboration. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
Bliro: Bot-free AI meeting assistant that transcribes online and in-person conversations from device audio without recording audio or video. Buzz: Popular open-source desktop app that transcribes and translates audio offline on your own computer using OpenAI's Whisper. Below, they line up on price, capture method, and how each fits a real meeting stack.
Bliro: Bot-free AI meeting assistant that transcribes online and in-person conversations from device audio without recording audio or video. CLOVA Note: South Korean AI meeting-minutes service by Naver that records meetings, transcribes speech, separates speakers, and generates summaries and action items. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.