FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Meetily: Open-source, privacy-first AI meeting assistant that records, transcribes, and summarizes meetings entirely on your own device. 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 Meetily when capturing and summarizing in-person or any-platform meetings from one app 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, privacy-first AI meeting assistant that records, transcribes, and summarizes meetings entirely on your own device.
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
Meetily is an open-source, privacy-first AI meeting assistant that records, transcribes, and summarizes conversations locally on the user's own machine rather than in the cloud. Instead of joining calls as a visible bot participant, Meetily captures system audio directly from the device, the same way screen recording works, so no extra attendee shows up in the meeting and recordings stay on the host's computer. Because processing happens on-device, it works with effectively any meeting software, including Google Meet, Zoom, Microsoft Teams, and Discord, as well as in-person conversations. After a meeting, it generates AI summaries that surface key decisions and action items, supports customizable summary templates, and can export notes to Markdown. The project is MIT licensed with a free community edition alongside paid Pro and Enterprise tiers, and it is distributed for macOS and Windows. Meetily is aimed at privacy-conscious individuals, technical teams, and organizations that want a self-hostable, local-first alternative to bot-based notetakers and need to keep sensitive meeting audio off third-party servers. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Meetily is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Meetily |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Local, on-device recording, transcription, and summarization |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Bot-free capture via system audio (no visible meeting participant) |
| Team usage | Recording and transcription of phone calls and in-person meetings | Works across Google Meet, Zoom, Microsoft Teams, Discord, and in-person meetings |
| Integrations | Mobile app for capturing in-person meetings | AI summaries highlighting key decisions and action items |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Customizable summary templates and Markdown export |
| Best-fit workflow | Client mood and sentiment insights | Open-source (MIT licensed) with self-hosting option |
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.
Meetily
Choose Meetily if you need privacy-conscious teams that need meeting notes without sending audio to the cloud — strengths include strong privacy posture since audio and processing stay on the user's device.
FinMate AI
Meetily
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Meetily is strong for privacy-conscious teams that need meeting notes without sending audio to the cloud. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Meetily 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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