Bubbles: Async video and AI meeting notes with action items FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Bubbles when teams replacing status meetings with async video updates 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.
Async video and AI meeting notes with action items
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
Bubbles is an AI meeting notetaker combined with an asynchronous screen and video recorder. For live meetings, it can automatically join and record calls on Google Meet, Microsoft Teams and Zoom, then produce AI-generated summaries and extract action items so participants do not have to take notes manually. Recordings, transcripts and notes are organized in a centralized workspace and tied to calendar events, making it easy to find and share what was discussed. Beyond live meetings, Bubbles is built around reducing the number of meetings teams hold: users can record short async videos with screen capture and voice, then collect threaded video and text replies, which lets routine updates, design feedback and quick questions happen without scheduling a call. It connects with calendars such as Google Calendar and Outlook and integrates with a wide range of other tools including Slack, Notion and Asana for routing notes and recordings into existing workflows. Bubbles is aimed at marketers, designers, product managers and other collaborative teams that want to cut meeting time while keeping a clear record of decisions and next steps. 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
Bubbles 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 | Bubbles | FinMate AI |
|---|---|---|
| Core capability | Automatic meeting recording across Google Meet, Microsoft Teams and Zoom | Note-taking structured by advisor meeting types such as discovery and review |
| Standout feature | AI-generated summaries and action item extraction | Support for Zoom, Microsoft Teams, Google Meet, and Webex |
| Team usage | Async screen and video recording for replacing live meetings | Recording and transcription of phone calls and in-person meetings |
| Integrations | Threaded video and text replies on recordings | Mobile app for capturing in-person meetings |
| Languages & capture | Calendar integration with note and recording organization | CRM integration with Redtail, Salesforce, and Wealthbox |
| Best-fit workflow | Integrations with Slack, Notion, Asana and many other tools | Client mood and sentiment insights |
Bubbles
Choose Bubbles if you need teams replacing status meetings with async video updates — strengths include combines live meeting notes with async video collaboration in one tool.
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.
Bubbles
FinMate AI
It depends on your workflow. Bubbles is strong for teams replacing status meetings with async video updates, while FinMate AI is strong for documenting discovery and annual review meetings for advisory records. Both transcribe and summarize meetings.
Bubbles 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.
More head-to-head comparisons involving Bubbles and FinMate AI.
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Bubbles: Async video and AI meeting notes with action items Castmagic: AI content platform that transcribes podcasts, videos, and recorded meetings with speaker diarization and turns them into show notes, summaries, and other assets. Below, they line up on price, capture method, and how each fits a real meeting stack.
Bubbles: Async video and AI meeting notes with action items Celeste AI: Brazilian Portuguese-focused AI voice and transcription platform offering on-demand transcription plus a meeting assistant and AI notes, with credit-based and subscription plans. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
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