Cogram: AI platform for the architecture, engineering and construction industry that automates meeting minutes and action items with strong privacy controls. 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 Cogram when construction and engineering firms automating project meeting 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.
AI platform for the architecture, engineering and construction industry that automates meeting minutes and action items with strong privacy controls.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
Cogram is an AI platform built for the architecture, engineering and construction (AEC) industry, with automated meeting minutes as one of its core capabilities. Its notetaker captures both virtual and in-person meetings and generates minutes, decisions and action items using the firm's own templates, so output matches the documentation formats AEC teams already use. For virtual meetings it works with Zoom and Google Meet, and it integrates with Microsoft Teams, Outlook and calendars, as well as industry tools such as Procore and Autodesk, so meeting outputs can flow into project workflows. Beyond minutes, Cogram offers an assistant, email management, and support for RFIs, submittals and field reports, positioning meeting documentation as part of a wider project-administration suite. Privacy and security are emphasized: the company states it does not train AI models on customer data, holds SOC 2 Type II certification, supports SSO, MFA and role-based access controls, uses strong encryption in transit and at rest, and offers private-cloud or on-premises deployment options. Cogram is aimed at architects, engineers, consultants and contractors who need accurate, template-driven meeting records within a security-conscious, industry-specific platform. 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
Cogram 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 | Cogram | FinMate AI |
|---|---|---|
| Core capability | Automated meeting minutes for virtual and in-person meetings | Note-taking structured by advisor meeting types such as discovery and review |
| Standout feature | Template-driven notes, decisions and action item capture | Support for Zoom, Microsoft Teams, Google Meet, and Webex |
| Team usage | Integrations with Zoom, Google Meet, Microsoft Teams, Outlook, Procore and Autodesk | Recording and transcription of phone calls and in-person meetings |
| Integrations | Additional tools for RFIs, submittals, field reports and email management | Mobile app for capturing in-person meetings |
| Languages & capture | SOC 2 Type II certification with SSO, MFA and role-based access controls | CRM integration with Redtail, Salesforce, and Wealthbox |
| Best-fit workflow | Private-cloud or on-premises deployment options | Client mood and sentiment insights |
Cogram
Choose Cogram if you need construction and engineering firms automating project meeting minutes — strengths include tailored to aec documentation needs with customizable templates.
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.
Cogram
FinMate AI
It depends on your workflow. Cogram is strong for construction and engineering firms automating project meeting minutes, while FinMate AI is strong for documenting discovery and annual review meetings for advisory records. Both transcribe and summarize meetings.
Cogram 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.
Sure. Running both makes sense when their strengths don't overlap and the budget allows.
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