Daisy: Local-first, open-source macOS meeting recorder and AI notes app that transcribes on-device and exposes meetings to AI tools through a local MCP server. 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 Daisy when recording and transcribing meetings privately on a mac without cloud upload 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.
Local-first, open-source macOS meeting recorder and AI notes app that transcribes on-device and exposes meetings to AI tools through a local MCP server.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
Daisy, from Addicted Studio, is a local-first meeting recorder and AI notes application for macOS that records meetings on the Mac, transcribes them on the device, and then exposes the captured conversations as a local MCP server for AI tools. It captures both microphone and system audio from any source, including Zoom, Google Meet, Telegram, and other apps, using ScreenCaptureKit, and performs on-device transcription with WhisperKit plus speaker identification via Pyannote diarization, so audio never leaves the Mac unless the user explicitly enables a cloud LLM provider. Beyond raw transcription, Daisy generates structured notes with action items and follow-ups and supports multiple summarization backends including Apple Intelligence, Anthropic, and OpenAI, as well as MCP. Because it runs a local MCP server, tools such as Claude Desktop and Cursor can read recorded meetings directly, and Daisy can export results to Notion, Linear, Attio, Slack, or arbitrary webhooks. It offers several capture modes covering meeting recording, voice dictation, and quick voice notes. Daisy is a native Mac application (not Electron) for Apple Silicon, is fully open source on GitHub under the Apache 2.0 license, and emphasizes privacy with no telemetry, tracking, or required account. The project maintains a product site at mydaisy.io with installation, FAQ, and support documentation. 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
Daisy 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 | Daisy | FinMate AI |
|---|---|---|
| Core capability | Local recording of mic and system audio from any source via ScreenCaptureKit | Note-taking structured by advisor meeting types such as discovery and review |
| Standout feature | On-device transcription with WhisperKit and speaker diarization via Pyannote | Support for Zoom, Microsoft Teams, Google Meet, and Webex |
| Team usage | Structured AI notes with action items and follow-ups | Recording and transcription of phone calls and in-person meetings |
| Integrations | Multiple summarization backends: Apple Intelligence, Anthropic, OpenAI, and MCP | Mobile app for capturing in-person meetings |
| Languages & capture | Local MCP server so Claude Desktop, Cursor, and similar tools can read meetings | CRM integration with Redtail, Salesforce, and Wealthbox |
| Best-fit workflow | Exports to Notion, Linear, Attio, Slack, or custom webhooks | Client mood and sentiment insights |
Daisy
Choose Daisy if you need recording and transcribing meetings privately on a mac without cloud upload — strengths include fully local-first with audio kept on-device unless a cloud llm is explicitly enabled.
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.
Daisy
FinMate AI
It depends on your workflow. Daisy is strong for recording and transcribing meetings privately on a mac without cloud upload, while FinMate AI is strong for documenting discovery and annual review meetings for advisory records. Both transcribe and summarize meetings.
Daisy 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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