Circleback: AI meeting assistant that automatically takes notes, transcribes in 100+ languages, assigns action items, and runs automations across Zoom, Google Meet, Teams, Webex, and in-person calls. FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Circleback when automatically capturing notes and action items so attendees can stay focused in 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 meeting assistant that automatically takes notes, transcribes in 100+ languages, assigns action items, and runs automations across Zoom, Google Meet, Teams, Webex, and in-person calls.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
Circleback is a Y Combinator-backed AI meeting assistant that captures, transcribes, and organizes conversations automatically. It works with Zoom, Google Meet, Microsoft Teams, Webex, GoTo, Slack huddles, and in-person meetings, and offers a botless option via its desktop app for those who prefer not to send a bot into calls. After each meeting it produces structured notes, identifies and auto-assigns action items, and provides searchable transcripts with speaker identification across 100+ languages. AI-driven automations and "Insights" can push data into connected tools and answer questions across past meetings. Integrations include Gmail, Outlook, Slack, Google Calendar, HubSpot, Salesforce, Attio, Zoho, Linear, Notion, Monday, Zapier, and Make, plus developer access through MCP, a CLI, and webhooks. Circleback states SOC 2, GDPR, EU-US DPF, and HIPAA compliance, and offers mobile and desktop apps. New users can try it free before subscribing.
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
Circleback is from $20.83/mo (paid); FinMate AI is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Circleback | FinMate AI |
|---|---|---|
| Core capability | AI meeting notes | Note-taking structured by advisor meeting types such as discovery and review |
| Standout feature | Action item tracking | Support for Zoom, Microsoft Teams, Google Meet, and Webex |
| Team usage | Multi-language transcription | Recording and transcription of phone calls and in-person meetings |
| Integrations | AI search across meetings | Mobile app for capturing in-person meetings |
| Languages & capture | Workflow automations | CRM integration with Redtail, Salesforce, and Wealthbox |
| Best-fit workflow | AI meeting notes | Client mood and sentiment insights |
Circleback
Choose Circleback if you need automatically capturing notes and action items so attendees can stay focused in meetings — strengths include works across zoom, google meet, microsoft teams, webex, goto, slack huddles, and in-person meetings.
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.
Circleback
FinMate AI
It depends on your workflow. Circleback is strong for automatically capturing notes and action items so attendees can stay focused in meetings, while FinMate AI is strong for documenting discovery and annual review meetings for advisory records. Both transcribe and summarize meetings.
Circleback is from $20.83/mo 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 Circleback and FinMate AI.
Circleback is automation-first (it triggers CRM, Linear and Slack actions); Granola is a bot-free personal notepad. Automation versus privacy.
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