Braina: Braina is a Windows AI assistant and speech-to-text software that handles voice dictation, voice commands, and transcription of recorded audio and video files including meetings and interviews. 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 Braina when transcribing recorded meetings and interviews into text or subtitles 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.
Braina is a Windows AI assistant and speech-to-text software that handles voice dictation, voice commands, and transcription of recorded audio and video files including meetings and interviews.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
Braina (short for "Brain Artificial") is a Windows desktop AI assistant and speech-to-text application developed by Brainasoft. For meeting-related work, it transcribes pre-recorded audio and video files (WAV, MP3, M4A, MP4) into text, handling content such as meetings, interviews, lectures, and broadcasts. Transcription runs locally on the user's computer, supports multiple speakers without voice training, and can output plain text, text with timestamps, and subtitle formats (SRT and WebVTT). It also offers live voice dictation into any application across many languages, plus voice commands for controlling the PC. Beyond transcription, Braina provides an interface to local and cloud large language models, note-taking with persistent memory, reminders, and document chat. It runs primarily on Windows, with companion iOS and Android apps that can remotely control a connected PC over Wi-Fi. It is aimed at professionals, students, and researchers who want desktop dictation and offline file transcription rather than an automated bot that joins live meetings.
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
Braina 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 | Braina | FinMate AI |
|---|---|---|
| Core capability | Transcribe recorded audio and video files (WAV, MP3, M4A, MP4) to text | Note-taking structured by advisor meeting types such as discovery and review |
| Standout feature | Offline multi-speaker transcription with no voice training required | Support for Zoom, Microsoft Teams, Google Meet, and Webex |
| Team usage | Output to plain text, timestamped text, SRT and WebVTT subtitles | Recording and transcription of phone calls and in-person meetings |
| Integrations | Live voice dictation into any application across many languages | Mobile app for capturing in-person meetings |
| Languages & capture | Voice commands for PC control plus note-taking and reminders | CRM integration with Redtail, Salesforce, and Wealthbox |
| Best-fit workflow | Interface to local and cloud large language models | Client mood and sentiment insights |
Braina
Choose Braina if you need transcribing recorded meetings and interviews into text or subtitles — strengths include transcription runs locally on your own computer for privacy.
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.
Braina
FinMate AI
It depends on your workflow. Braina is strong for transcribing recorded meetings and interviews into text or subtitles, while FinMate AI is strong for documenting discovery and annual review meetings for advisory records. Both transcribe and summarize meetings.
Braina 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.
More head-to-head comparisons involving Braina and FinMate AI.
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