FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. MeetingBot: Open-source meeting bot API that sends bots into Google Meet, Microsoft Teams, and Zoom to record calls, deployable to your own AWS infrastructure. Below, they line up on price, capture method, and how each fits a real meeting stack.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and MeetingBot when teams that want to self-host meeting capture on their own aws infrastructure for privacy 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 meeting bot API that sends bots into Google Meet, Microsoft Teams, and Zoom to record calls, deployable to your own AWS infrastructure.
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
MeetingBot is an open-source meeting bot API that provides the infrastructure for sending bots into Google Meet, Microsoft Teams, and Zoom calls and recording them, so developers can build applications on top of meeting-recording data with a small amount of code. The project exposes a unified REST API for managing bots and accessing meeting data including video, audio, transcripts, and metadata, and ships with a visual dashboard for managing bots and viewing captured data. A distinguishing characteristic is that its entire infrastructure is defined using Terraform and deployed to AWS, which is intended to let teams self-host the platform on their own cloud account to keep meeting data private and control costs. The stack is primarily TypeScript, using a Next.js frontend, an Express backend, PostgreSQL, tRPC, and Drizzle ORM, and the project runs on scalable AWS ECS infrastructure. MeetingBot is positioned as an open-source alternative to closed-source meeting-bot vendors for developers who want recording and transcription capabilities without sending data through a third party. The project maintains a public landing page, an active community channel, and a GitHub repository under the LGPL-3.0 license. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); MeetingBot is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | MeetingBot |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Bot deployment to Google Meet, Microsoft Teams, and Zoom |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | REST API for managing bots and accessing recordings, transcripts, and metadata |
| Team usage | Recording and transcription of phone calls and in-person meetings | Visual dashboard for bot management and data viewing |
| Integrations | Mobile app for capturing in-person meetings | Infrastructure-as-code self-hosting via Terraform on AWS |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Scalable AWS ECS-based deployment |
| Best-fit workflow | Client mood and sentiment insights | TypeScript stack with Next.js, Express, PostgreSQL, tRPC, and Drizzle ORM |
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.
MeetingBot
Choose MeetingBot if you need developers building products that need automated meeting recording across google meet, teams, and zoom — strengths include open source and self-hostable so meeting data stays in your own aws account.
FinMate AI
MeetingBot
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while MeetingBot is strong for developers building products that need automated meeting recording across google meet, teams, and zoom. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and MeetingBot 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.
More head-to-head comparisons involving FinMate AI and MeetingBot.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. This comparison weighs them on pricing, features, and everyday workflow fit.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. FlashRev: AI parallel dialer within the FlashLabs go-to-market platform, with call recording, real-time conversation analysis, and AI summaries. This comparison weighs them on pricing, features, and everyday workflow fit.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. FullyRamped: AI sales roleplay, coaching, and call-grading platform that practices reps across the full sales cycle and grades real calls. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. GReminders: End-to-end meeting management platform for client-facing professionals, pairing scheduling and reminders with an AI notetaker. The right pick comes down to team size, budget, and the workflows you want to automate.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Garba: AI sales meeting assistant that records, transcribes, and summarizes calls, then syncs notes and insights natively into Pipedrive and HubSpot. This comparison weighs them on pricing, features, and everyday workflow fit.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Genio: Assistive note-taking tool (formerly Glean) that records and transcribes lectures and classes for students. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Gilbert: French sovereign AI meeting note taker that generates structured reports, decisions and actions, hosted in France on SecNumCloud infrastructure. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Gladia: Developer-focused speech-to-text API with real-time and async transcription, diarization, and meeting-bot integrations. Below, they line up on price, capture method, and how each fits a real meeting stack.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Glinky: AI revenue intelligence platform pairing prospecting with a bot-free AI notetaker that captures sales calls and syncs details to the CRM. Below, they line up on price, capture method, and how each fits a real meeting stack.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Goelo: AI sales meeting assistant that records and transcribes calls, then auto-populates CRM data and generates methodology-based summaries. Below, they line up on price, capture method, and how each fits a real meeting stack.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Good Tape: EU-based AI transcription for interviews, meetings, podcasts, lectures, and webinars, with speaker labels and one-click summaries. Below, they line up on price, capture method, and how each fits a real meeting stack.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Goodmeetings: AI meeting insights and coaching for revenue teams We compare them on cost, capture approach, and day-to-day fit so you can choose faster.