FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. joinly: Open-source, self-hostable connector that lets AI agents join Google Meet, Zoom, and Microsoft Teams calls to transcribe, listen, and act in real time via MCP. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and joinly when self-hosted, privacy-first real-time meeting transcription for regulated teams 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.
Open-source, self-hostable connector that lets AI agents join Google Meet, Zoom, and Microsoft Teams calls to transcribe, listen, and act in real time via MCP.
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
joinly is an open-source middleware project (by joinly-ai) that makes meetings accessible to AI agents. It runs as a Model Context Protocol (MCP) server that equips any agent with the tools to join a live video call, capture a real-time transcript, and interact by voice or chat during the meeting. Rather than being a finished notetaker app, joinly is a framework developers use to build interactive meeting agents that can listen, answer, search the web, draft documents, and post chat messages while the meeting is in progress. It works cross-platform across Google Meet, Zoom, and Microsoft Teams (and browser-based calls), and is model-agnostic, supporting OpenAI, Anthropic, and local models through Ollama. Speech-to-text and text-to-speech are modular, with Whisper or Deepgram for transcription and Kokoro, ElevenLabs, or Deepgram for synthesis. The project is MIT licensed and deployed via Docker (with a separate CUDA GPU image), giving teams full data sovereignty. The MCP server exposes join/leave controls, transcript and participant access, audio control, chat messaging, and video snapshots, making it a building block for custom, privacy-first meeting automation. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); joinly is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | joinly |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | MCP server that exposes meeting tools (join/leave, transcript, chat, audio control, snapshots) to AI agents |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Real-time transcription with timestamps and speaker information, subscribable for live updates |
| Team usage | Recording and transcription of phone calls and in-person meetings | Cross-platform support for Google Meet, Zoom, Microsoft Teams, and browser-based calls |
| Integrations | Mobile app for capturing in-person meetings | Modular speech-to-text and text-to-speech backends (Whisper, Deepgram, Kokoro, ElevenLabs) |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Model-agnostic: works with OpenAI, Anthropic, and local LLMs via Ollama |
| Best-fit workflow | Client mood and sentiment insights | Docker-based self-hosting with optional CUDA GPU image |
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.
joinly
Choose joinly if you need building custom ai meeting agents that answer questions and run tasks during live calls — strengths include fully open source (mit) and self-hostable for complete data control.
FinMate AI
joinly
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while joinly is strong for building custom ai meeting agents that answer questions and run tasks during live calls. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and joinly 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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