FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Grain: Grain is an AI notetaker and conversation intelligence platform that records, transcribes, and summarizes video calls and Slack huddles, with or without meeting bots. 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 Grain when recording and summarizing client or team meetings for action items matters most. Try them side by side on real calls before deciding — needs vary by team.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
Grain is an AI notetaker and conversation intelligence platform that records, transcribes, and summarizes video calls and Slack huddles, with or without meeting bots.
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
Grain is an AI meeting assistant and conversation intelligence platform that automatically records, transcribes, and summarizes meetings, generating AI notes, action items, and shareable video clips. It supports Zoom, Google Meet, and Microsoft Teams (plus Slack huddles), and can capture audio without a meeting bot via bot-free desktop capture, or join calls with a recording bot. Transcription covers 100+ languages. On higher tiers, Grain syncs meeting notes and insights to CRMs including HubSpot and Salesforce, making it useful for sales and customer success teams tracking deal conversations. The Business tier also adds AI coaching, custom AI follow-up emails, trackers, and team interaction metrics. The Free plan includes unlimited meetings with a 45-minute recording limit, AI notes and action items, 30-day meeting history, and unlimited free viewer seats; paid seats unlock unlimited meeting duration, history, and uploads.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Grain is from $15/mo (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Grain |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | AI meeting notes & action items |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Multi-language transcription (100+ languages) |
| Team usage | Recording and transcription of phone calls and in-person meetings | Shareable video clips & highlight reels |
| Integrations | Mobile app for capturing in-person meetings | CRM sync (HubSpot & Salesforce) |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Bot-free desktop capture |
| Best-fit workflow | Client mood and sentiment insights | AI meeting notes & action items |
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.
Grain
Choose Grain if you need sales and customer success teams capturing call insights synced to a crm — strengths include records and transcribes meetings with or without a bot, including bot-free desktop (computer-audio) capture.
FinMate AI
Grain
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Grain is strong for sales and customer success teams capturing call insights synced to a crm. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Grain is from $15/mo. 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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