FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Gling: Gling is an AI video editing tool that transcribes recordings and automatically removes silences, filler words, and bad takes so creators can edit by editing the transcript. This comparison weighs them on pricing, features, and everyday workflow fit.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and Gling when cleaning up and transcribing podcast recordings before export to an audio file or nle matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
Gling is an AI video editing tool that transcribes recordings and automatically removes silences, filler words, and bad takes so creators can edit by editing the transcript.
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
Gling is an AI-powered video editing platform built mainly for YouTubers, podcasters, and educators who record talking-head and dialogue-heavy content. It works by first transcribing the uploaded recording into searchable text, then letting users edit by trimming the transcript rather than dragging clips on a timeline. From that transcript, Gling automatically detects and removes long silences, filler words like "um" and "uh," and repeated bad takes, keeping the best delivery of each line. It also generates captions and subtitles, suggests YouTube-optimized titles, and creates chapter markers. The transcription engine supports many languages, including English, Spanish, French, German, Portuguese, Arabic, Chinese, Korean, and Japanese, and transcripts can be exported as SRT subtitle files. Finished edits export to MP4 or MP3, or as project files (XML/EDL) for Final Cut Pro, Adobe Premiere, and DaVinci Resolve. Gling is positioned as a workflow accelerator that turns raw footage into a polished cut faster than manual editing, with transcription serving as the foundation for its automated cuts.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Gling is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Gling |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | AI speech-to-text transcription of uploaded video and audio, exportable as SRT subtitles |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Automatic removal of silences, filler words, and awkward pauses |
| Team usage | Recording and transcription of phone calls and in-person meetings | Bad-take detection that keeps the best of repeated lines |
| Integrations | Mobile app for capturing in-person meetings | Text-based editing: cut footage by editing the transcript |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Auto-generated captions, YouTube titles, and chapter markers |
| Best-fit workflow | Client mood and sentiment insights | Export to MP4/MP3 or project files for Final Cut Pro, Premiere, and DaVinci Resolve |
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.
Gling
Choose Gling if you need editing youtube talking-head videos by removing silences, filler words, and flubbed takes — strengths include transcript-driven editing makes cutting talking-head footage much faster than a manual timeline.
FinMate AI
Gling
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Gling is strong for editing youtube talking-head videos by removing silences, filler words, and flubbed takes. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Gling 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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