Dictanote: Dictanote is a browser-based, cross-device notes app with built-in real-time speech-to-text voice typing in 50+ languages, plus an AI assistant that transcribes and summarizes voice notes. FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. This comparison weighs them on pricing, features, and everyday workflow fit.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Dictanote when students and writers drafting notes, articles, or book content hands-free by voice matters most, and FinMate AI when capturing in-person and phone client conversations via the mobile app matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
Dictanote is a browser-based, cross-device notes app with built-in real-time speech-to-text voice typing in 50+ languages, plus an AI assistant that transcribes and summarizes voice notes.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
Dictanote is a dictation-powered note-taking app that lets you write notes by speaking instead of typing. Its core voice-typing engine transcribes speech to text in real time across more than 50 languages and 80+ dialects, and supports voice commands for inserting punctuation, paragraphs, and symbols, as well as keyboard shortcuts for starting, stopping, and switching dictation languages. Notes sync across devices and can be organized into notebooks, with offline editing available (though live dictation needs connectivity). Its AI layer, AudioScribe, takes raw voice notes and rewrites them into clean, summarized text—automatically adding punctuation and stripping filler words, repetitions, and "umms." Users can choose summarization levels, apply custom writing styles (such as a business memo or to-do list), dictate in one language and output in another, and connect output to other apps via Zapier or webhooks. It targets writers, students, journalists, and professionals who prefer speaking over typing. Dictanote also offers a companion Chrome extension, Voice In, for dictating into other web apps.
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
Dictanote 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 | Dictanote | FinMate AI |
|---|---|---|
| Core capability | Real-time speech-to-text voice typing in 50+ languages and 80+ dialects | Note-taking structured by advisor meeting types such as discovery and review |
| Standout feature | Voice commands for punctuation, paragraphs, symbols, and dictation control | Support for Zoom, Microsoft Teams, Google Meet, and Webex |
| Team usage | Custom voice commands to automate text entry and correct errors | Recording and transcription of phone calls and in-person meetings |
| Integrations | AudioScribe AI assistant that transcribes and summarizes voice notes, removing filler words | Mobile app for capturing in-person meetings |
| Languages & capture | Notebooks for organizing notes, with cloud sync across devices and offline editing | CRM integration with Redtail, Salesforce, and Wealthbox |
| Best-fit workflow | Multilingual AI output (dictate in one language, write in another) and Zapier/webhook integrations | Client mood and sentiment insights |
Dictanote
Choose Dictanote if you need students and writers drafting notes, articles, or book content hands-free by voice — strengths include strong multilingual coverage with 50+ languages and 80+ dialects.
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.
Dictanote
FinMate AI
It depends on your workflow. Dictanote is strong for students and writers drafting notes, articles, or book content hands-free by voice, while FinMate AI is strong for documenting discovery and annual review meetings for advisory records. Both transcribe and summarize meetings.
Dictanote 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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