Comulytic Note Pro: Card-thin AI voice recorder and companion app that records, transcribes, and summarizes meetings, calls, and client conversations. 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 Comulytic Note Pro when capturing and summarizing in-person client and sales meetings matters most, and FinMate AI when capturing in-person and phone client conversations via the mobile app matters most. Run both through a week of actual calls to see which suits your workflow.
Card-thin AI voice recorder and companion app that records, transcribes, and summarizes meetings, calls, and client conversations.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
Comulytic Note Pro is a portable, credit-card-thin AI voice recorder paired with a companion mobile app that records conversations and turns them into transcripts, summaries, and actionable notes. The device captures audio from meetings, calls, interviews, and lectures using a multi-microphone array with AI noise reduction, stores recordings on 64GB of local storage, and syncs to the app over Bluetooth or Wi-Fi. The companion app handles transcription, generates summaries and meeting minutes, identifies multiple speakers, and extracts action items and to-do lists. It supports transcription across more than 100 languages and includes premium AI tools such as deeper analysis and an Ask-the-assistant chat feature, as well as client-focused capabilities like aggregated contact insights for sales and relationship tracking. The product positions itself as a professional engagement assistant rather than a basic dictaphone, marketed to salespeople and professionals who want to capture and review conversations without manual note-taking. The hardware is sold through the company's online store and on Amazon, and the device offers extended continuous recording on a single charge. A free tier covers basic transcription and summaries, with optional paid plans unlocking advanced AI features. 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
Comulytic Note Pro 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 | Comulytic Note Pro | FinMate AI |
|---|---|---|
| Core capability | Portable card-thin AI voice recorder with multi-microphone array and AI noise reduction | Note-taking structured by advisor meeting types such as discovery and review |
| Standout feature | Companion mobile app for transcription and AI summaries | Support for Zoom, Microsoft Teams, Google Meet, and Webex |
| Team usage | Automatic meeting summaries, minutes, and action-item extraction | Recording and transcription of phone calls and in-person meetings |
| Integrations | Speaker identification for multi-person conversations | Mobile app for capturing in-person meetings |
| Languages & capture | Transcription across 100+ languages | CRM integration with Redtail, Salesforce, and Wealthbox |
| Best-fit workflow | 64GB local storage with app syncing over Bluetooth/Wi-Fi | Client mood and sentiment insights |
Comulytic Note Pro
Choose Comulytic Note Pro if you need capturing and summarizing in-person client and sales meetings — strengths include dedicated hardware captures in-person meetings and calls without relying on a laptop or call bot.
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.
Comulytic Note Pro
FinMate AI
It depends on your workflow. Comulytic Note Pro is strong for capturing and summarizing in-person client and sales meetings, while FinMate AI is strong for documenting discovery and annual review meetings for advisory records. Both transcribe and summarize meetings.
Comulytic Note Pro 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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