BoardBreeze: AI software that converts board meeting recordings into compliant, formatted minutes capturing motions, votes, and action items. 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 BoardBreeze when producing compliant minutes for city council, school board, or hoa 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.
AI software that converts board meeting recordings into compliant, formatted minutes capturing motions, votes, and action items.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
BoardBreeze is AI-powered meeting minutes software built specifically for formal board and public-body meetings rather than general team calls. Its core promise is to turn a meeting recording into compliant, approval-ready minutes: users upload an audio recording, or capture audio live in the browser, and the system transcribes it and structures the output into concise governance minutes instead of a long verbatim transcript. The AI identifies and documents motions along with mover and seconder details, records roll-call votes with individual member positions, and extracts action items with assignees, formatting everything into a short governance document suitable for official approval. BoardBreeze is designed around governance compliance norms such as open-meeting laws and Robert's Rules of Order, and it serves boards across municipalities, city and school councils, higher education, government bodies, and HOAs. It handles long meetings and emphasizes that it requires no new hardware, no meeting-platform integration, and no IT project, working with existing recordings. For privacy, the platform deletes the audio after processing. By focusing narrowly on structured, defensible minute generation, BoardBreeze positions itself as a specialized documentation tool distinct from general transcription services that produce lengthy narrative transcripts. 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
BoardBreeze 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 | BoardBreeze | FinMate AI |
|---|---|---|
| Core capability | Converts uploaded or browser-captured recordings into formatted minutes | Note-taking structured by advisor meeting types such as discovery and review |
| Standout feature | Automatic capture of motions with mover and seconder details | Support for Zoom, Microsoft Teams, Google Meet, and Webex |
| Team usage | Roll-call vote documentation with individual member positions | Recording and transcription of phone calls and in-person meetings |
| Integrations | Action-item extraction with assignees | Mobile app for capturing in-person meetings |
| Languages & capture | Output structured to governance standards (e.g., Robert's Rules, open-meeting laws) | CRM integration with Redtail, Salesforce, and Wealthbox |
| Best-fit workflow | Support for long-duration meetings | Client mood and sentiment insights |
BoardBreeze
Choose BoardBreeze if you need producing compliant minutes for city council, school board, or hoa meetings — strengths include specialized for compliant board minutes rather than verbatim transcripts.
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.
BoardBreeze
FinMate AI
It depends on your workflow. BoardBreeze is strong for producing compliant minutes for city council, school board, or hoa meetings, while FinMate AI is strong for documenting discovery and annual review meetings for advisory records. Both transcribe and summarize meetings.
BoardBreeze 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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