FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Granola: Granola is an AI notepad for meetings that captures your computer's audio without joining a bot, then transcribes and generates structured notes with action items. Below, they line up on price, capture method, and how each fits a real meeting stack.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and Granola when keeping a searchable record of recurring team meetings matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
Granola is an AI notepad for meetings that captures your computer's audio without joining a bot, then transcribes and generates structured notes with action items.
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
Granola is a desktop AI notepad for people in frequent meetings. Instead of sending a bot into the call, it captures your computer's audio directly, transcribes the conversation, and combines it with your own typed notes to produce structured summaries, action items, and follow-ups. It syncs with your calendar to detect meetings and works with Zoom, Google Meet, Microsoft Teams, other video tools, and in-person meetings via the iPhone app. A built-in AI chat answers questions across your meeting notes (for example, what you committed to during the week). Granola runs on macOS and Windows. The free Basic plan offers unlimited note-taking, custom templates, shared folders, multi-language support, and AI chat, but limits viewing notes older than 30 days. Paid tiers add unlimited history, advanced AI models, an MCP connector, API access, and integrations with Notion, Slack, HubSpot, Attio, Affinity, and Zapier.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Granola is from $0/mo (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Granola |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | AI meeting notes |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | On-device audio capture (no bot) |
| Team usage | Recording and transcription of phone calls and in-person meetings | AI chat across meetings |
| Integrations | Mobile app for capturing in-person meetings | Custom note templates |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Calendar sync |
| Best-fit workflow | Client mood and sentiment insights | AI 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.
Granola
Choose Granola if you need automatically generating notes and action items from sales or client calls — strengths include captures computer audio without sending a bot into the meeting, so calls stay less disruptive.
FinMate AI
Granola
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Granola is strong for automatically generating notes and action items from sales or client calls. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Granola is from $0/mo. Check each vendor's pricing page for the latest plans and free-tier limits.
Often yes: teams combine tools when one handles capture and another handles analysis.
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