DoReveal: An AI-powered qualitative research platform that transcribes and analyzes interviews, focus groups, and meeting recordings to surface themes and insights. 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 DoReveal when transcribing and analyzing in-depth interviews and focus groups for ux or market research 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.
An AI-powered qualitative research platform that transcribes and analyzes interviews, focus groups, and meeting recordings to surface themes and insights.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
DoReveal is a web-based AI platform built for qualitative researchers who need to turn interviews, focus groups, and meeting recordings into structured insights. Users upload audio and video files, paste or import transcripts, or connect Zoom recording links; the platform also offers a bot for live meeting recordings, with live capture via Zoom, Teams, and Google Meet described as coming soon. It transcribes the audio, automatically identifies speakers and distinguishes moderators from participants, and accepts input in over 100 languages with analysis output in around 10 languages. Analysis features include structured research grids, thematic pattern discovery, automated codebook generation, persona and journey-map building, a quote finder with audio/video clip creation, report generation, and an AI chat for interrogating data using frameworks such as Jobs-to-Be-Done and Emotional Laddering. It targets freelance researchers, research agencies, in-house teams, and academics across sectors like pharmaceuticals, technology, and consulting. The company states user data is never used to train models, offers automatic PHI/PII redaction, and encrypts data at rest and in transit.
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
DoReveal 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 | DoReveal | FinMate AI |
|---|---|---|
| Core capability | Transcription with automatic speaker identification, distinguishing moderators from participants | Note-taking structured by advisor meeting types such as discovery and review |
| Standout feature | Support for audio/video uploads, pasted or imported transcripts, and Zoom recording links | Support for Zoom, Microsoft Teams, Google Meet, and Webex |
| Team usage | AI chat to interrogate data, compare cohorts, and trace evidence to source quotes | Recording and transcription of phone calls and in-person meetings |
| Integrations | Automated codebook generation, thematic analysis, and structured research grids | Mobile app for capturing in-person meetings |
| Languages & capture | Quote finder with audio/video clip creation and automated report generation | CRM integration with Redtail, Salesforce, and Wealthbox |
| Best-fit workflow | Input support for 100+ languages with analysis output in multiple languages | Client mood and sentiment insights |
DoReveal
Choose DoReveal if you need transcribing and analyzing in-depth interviews and focus groups for ux or market research — strengths include purpose-built for qualitative research workflows such as interviews and focus groups, beyond simple meeting notes.
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.
DoReveal
FinMate AI
It depends on your workflow. DoReveal is strong for transcribing and analyzing in-depth interviews and focus groups for ux or market research, while FinMate AI is strong for documenting discovery and annual review meetings for advisory records. Both transcribe and summarize meetings.
DoReveal 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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