FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Klu: AI meeting notetaker and automation platform that records, transcribes, and summarizes meetings, then logs outcomes and action items to CRMs and team tools. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and Klu when teams that want meeting follow-ups auto-assigned and routed into slack or notion 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.
AI meeting notetaker and automation platform that records, transcribes, and summarizes meetings, then logs outcomes and action items to CRMs and team tools.
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
Klu (klu.so) is an AI meeting assistant that positions itself as a meeting automation platform for modern teams rather than a transcription-only tool. It captures meetings through a browser extension that can auto-join calls, a Mac desktop app, and offline capture for in-person conversations. During and after a meeting, Klu produces a transcript with speaker recognition, generates bullet-point summaries, surfaces action items, and supports custom note sections, alongside a smart-search and Ask AI capability for retrieving details from past conversations. A Deep Dive feature lets users ask questions that span multiple meetings, such as what was committed to with a particular account over a period of time. On the workflow side, Klu detects follow-ups, assigns them to owners with deadlines, and can push them into tools like Slack and Notion. For CRM users, Klu logs meeting outcomes to HubSpot, Salesforce, and Pipedrive on the relevant record, and connects to additional CRMs such as Attio and Affinity through Zapier, helping keep deals and accounts current without manual data entry. It maintains comparison pages against established notetakers and supports multilingual transcription. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Klu is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Klu |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Browser extension auto-join, Mac desktop app, and offline in-person capture |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Real-time transcription with speaker recognition and multilingual support |
| Team usage | Recording and transcription of phone calls and in-person meetings | AI-generated bullet-point summaries, action items, and custom note sections |
| Integrations | Mobile app for capturing in-person meetings | Follow-up detection with owner assignment and deadlines, pushed to Slack or Notion |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | CRM logging to HubSpot, Salesforce, and Pipedrive; Attio/Affinity via Zapier |
| Best-fit workflow | Client mood and sentiment insights | Cross-meeting Deep Dive and Ask AI search across past meetings |
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.
Klu
Choose Klu if you need sales teams keeping hubspot, salesforce, or pipedrive records updated after calls — strengths include combines meeting notes with follow-up assignment and crm logging in one tool.
FinMate AI
Klu
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Klu is strong for sales teams keeping hubspot, salesforce, or pipedrive records updated after calls. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Klu is a free tier with paid upgrades. 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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