Brainote: Brainote is an AI note-taking and study app that transcribes audio, video, and speech into text and turns it into summaries, notes, and study materials. FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Below, they line up on price, capture method, and how each fits a real meeting stack.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Brainote when recording and transcribing meetings or lectures into shareable notes and minutes matters most, and FinMate AI when capturing in-person and phone client conversations via the mobile app matters most. Try them side by side on real calls before deciding — needs vary by team.
Brainote is an AI note-taking and study app that transcribes audio, video, and speech into text and turns it into summaries, notes, and study materials.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
Brainote is an AI-powered note-taking and study application available on the web, iOS, and Android. It captures content from multiple sources, including recorded voice memos and audio, uploaded PDFs, YouTube links, web pages, and handwritten notes via image OCR. Its core engine transcribes audio, video, and speech to text and then generates concise summaries and structured notes. For meeting and lecture scenarios, Brainote can transcribe recordings, convert meeting minutes into text, and produce organized AI meeting notes alongside study guides. Beyond transcription, it offers an AI chat assistant to clarify and refine notes, plus learning-focused tools such as automatically generated flashcards, quizzes, and spaced-repetition review. Transcripts and summaries can be exported for sharing. The product is marketed primarily toward students and learners preparing for exams, but its transcription and summarization capabilities also serve professionals capturing meetings and lectures. The free tier provides limited generation, while a Pro subscription unlocks unlimited use. No third-party meeting-platform integrations are advertised on its site.
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
Brainote 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 | Brainote | FinMate AI |
|---|---|---|
| Core capability | AI transcription of audio, video, and speech to text | Note-taking structured by advisor meeting types such as discovery and review |
| Standout feature | Voice memo and audio recording capture | Support for Zoom, Microsoft Teams, Google Meet, and Webex |
| Team usage | Automatic summaries, notes, and study guides from recordings | Recording and transcription of phone calls and in-person meetings |
| Integrations | Multi-source input: PDFs, YouTube links, web pages, and handwritten-note OCR | Mobile app for capturing in-person meetings |
| Languages & capture | AI chat assistant to refine and clarify notes | CRM integration with Redtail, Salesforce, and Wealthbox |
| Best-fit workflow | Flashcard and quiz generation with spaced-repetition review | Client mood and sentiment insights |
Brainote
Choose Brainote if you need recording and transcribing meetings or lectures into shareable notes and minutes — strengths include available across web, ios, and android with a permanently free tier.
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.
Brainote
FinMate AI
It depends on your workflow. Brainote is strong for recording and transcribing meetings or lectures into shareable notes and minutes, while FinMate AI is strong for documenting discovery and annual review meetings for advisory records. Both transcribe and summarize meetings.
Brainote 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.
You can — some teams pair them when each covers a different part of the meeting workflow.
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