FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Grava AI: Brazilian AI meeting recorder app (by MeuGuru) that records, transcribes with speaker identification, summarizes meetings and answers questions about recordings. 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 Grava AI when capturing lectures or study sessions and generating summaries 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.
Brazilian AI meeting recorder app (by MeuGuru) that records, transcribes with speaker identification, summarizes meetings and answers questions about recordings.
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
Grava AI is a Brazilian AI meeting-recorder app developed by MG Solucoes Digitais (MeuGuru), an EdTech company in Brazil. Available on iOS and Android, it records audio and automatically converts it to text with speaker identification, then produces intelligent summaries that condense long recordings into clear, topic-organized notes. Its transcription engine is oriented to Brazilian Portuguese, and the app also supports Spanish and English. Beyond transcription and summaries, Grava AI includes an interactive chat that lets users ask questions directly about a recording, a To-Do feature that turns recordings into editable task lists, and the ability to generate professional PDF reports. Practical touches include background uploads with a notification when a summary is ready, and automatic pause and resume when an incoming phone call interrupts recording so audio is not lost. The app receives frequent updates, indicating active development and maintenance. It is designed for professionals and students who need to capture meetings, classes and important conversations and quickly transform them into searchable transcripts, summaries and action items on their phone. As a mobile-first tool from a Brazilian developer with Portuguese-language focus, it fits the Latin American market for AI meeting capture. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Grava AI is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Grava AI |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Audio recording with automatic transcription and speaker identification |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | AI-generated summaries with automatically detected topics |
| Team usage | Recording and transcription of phone calls and in-person meetings | Interactive chat to ask questions about a recording |
| Integrations | Mobile app for capturing in-person meetings | To-Do feature that turns recordings into editable task lists |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Professional PDF report generation |
| Best-fit workflow | Client mood and sentiment insights | Automatic pause and resume during incoming phone calls |
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.
Grava AI
Choose Grava AI if you need recording and transcribing in-person business meetings on a phone — strengths include transcription engine oriented to brazilian portuguese, with spanish and english support.
FinMate AI
Grava AI
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Grava AI is strong for recording and transcribing in-person business meetings on a phone. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Grava AI is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Yes. Many teams run more than one meeting assistant when the workflows are complementary.
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