FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. MacWhisper: Native macOS transcription app from Amsterdam-based Goodsnooze that records and transcribes meetings locally using Whisper, with no cloud upload. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and MacWhisper when journalists and researchers transcribing recorded interviews 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.
Native macOS transcription app from Amsterdam-based Goodsnooze that records and transcribes meetings locally using Whisper, with no cloud upload.
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
MacWhisper is a native macOS (and iOS) transcription app built by indie developer Jordi Bruin under his Amsterdam-based studio Goodsnooze. It uses OpenAI's Whisper models (and NVIDIA Parakeet) to turn audio and video into editable text directly on the user's device, so recordings never need to be sent to the cloud. Beyond transcribing existing files, MacWhisper can record and transcribe meetings from conferencing apps such as Zoom, Teams, Webex, Skype, Chime, and Discord, as well as system audio and microphone input, making it practical as a meeting transcription tool. It supports more than 100 languages and offers features like batch transcription, speaker grouping, search, and real-time dictation. Because all processing happens locally, it appeals to users with privacy and confidentiality requirements who prefer not to route sensitive conversations through third-party servers. The company is independently funded and has not been acquired. MacWhisper is distributed through its own website and the Mac App Store, with a free tier for basic offline transcription and paid options for advanced capabilities. It is best for Mac users who want a fast, private, on-device way to transcribe meetings and recordings. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); MacWhisper is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | MacWhisper |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | On-device transcription using Whisper and NVIDIA Parakeet |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Records system audio from Zoom, Teams, Webex, and other apps |
| Team usage | Recording and transcription of phone calls and in-person meetings | Supports 100+ languages |
| Integrations | Mobile app for capturing in-person meetings | Batch transcription and speaker grouping |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Real-time dictation |
| Best-fit workflow | Client mood and sentiment insights | Available on macOS and iOS |
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.
MacWhisper
Choose MacWhisper if you need mac users transcribing zoom or teams meetings privately on-device — strengths include all processing stays local, supporting privacy and confidentiality.
FinMate AI
MacWhisper
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while MacWhisper is strong for mac users transcribing zoom or teams meetings privately on-device. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and MacWhisper 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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