FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Honeit: Interview intelligence platform for recruiting and RPO teams with built-in calling, AI transcription, and shareable interview soundbites. 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 Honeit when sharing candidate audio highlights with hiring teams matters most. Run both through a week of actual calls to see which suits your workflow.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
Interview intelligence platform for recruiting and RPO teams with built-in calling, AI transcription, and shareable interview soundbites.
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
Honeit is an interview intelligence platform designed for recruiting, talent acquisition, and RPO teams that combines communication tools with AI-assisted call transcription and note-taking. It provides built-in phone, video, SMS, and VoIP capabilities with local phone numbers for compliant candidate communication, plus an AI notetaker compatible with Zoom, Teams, and Google Meet. During screening and interview calls, Honeit transcribes conversations, takes notes, and lets recruiters extract soundbites and audio highlights that can be shared directly with hiring teams in candidate presentations. The platform supports skills-based interview scorecards built around competency frameworks for standardized assessment, and offers blind candidate presentations that hide names and photos to reduce bias. Recruiting analytics track metrics such as time-to-schedule, time-to-screen, and time-to-submit, giving teams visibility into how their pipeline is performing. Honeit also includes consent and compliance management and candidate identity verification, and is SOC 2 Type II certified. By turning phone and video screens into structured, searchable, and shareable data, Honeit aims to speed up candidate delivery and improve collaboration between recruiters and hiring managers. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Honeit is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Honeit |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Built-in phone, video, SMS, and VoIP calling with local numbers |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | AI-assisted call transcription and note-taking |
| Team usage | Recording and transcription of phone calls and in-person meetings | AI notetaker compatible with Zoom, Teams, and Google Meet |
| Integrations | Mobile app for capturing in-person meetings | Interview soundbite and audio highlight extraction for candidate presentations |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Skills-based scorecards and competency frameworks |
| Best-fit workflow | Client mood and sentiment insights | Blind candidate presentations for bias reduction |
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.
Honeit
Choose Honeit if you need recording and transcribing recruiter screening calls — strengths include combines calling, transcription, and candidate presentation in one tool.
FinMate AI
Honeit
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Honeit is strong for recording and transcribing recruiter screening calls. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Honeit 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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