FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. MeetingJuice: AI notetaker built for Google Meet, distributed as a Chrome extension and Google Workspace Marketplace add-on, that transcribes calls and generates summaries and action items. 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 MeetingJuice when capturing meetings automatically when the organizer cannot attend 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 notetaker built for Google Meet, distributed as a Chrome extension and Google Workspace Marketplace add-on, that transcribes calls and generates summaries and action items.
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
MeetingJuice is an AI notetaker designed specifically for Google Meet and distributed both as a Chrome extension and as a Google Workspace Marketplace add-on. After installation, it captures meeting conversations in real time, attributes speech to individual speakers, and produces transcripts that can be reviewed, searched, and exported. Once a meeting ends, MeetingJuice generates AI summaries in multiple formats (such as a brief overview or detailed minutes) and extracts action items and decisions so teams do not have to type notes during the call. The tool integrates tightly with the Google ecosystem, allowing users to export results to Google Docs, Gmail drafts, and Slack, and offers custom templates so teams can standardize how summaries are formatted. Because it is available as a Workspace add-on, a bot can join and capture a meeting even when the organizer is absent, while the Chrome extension supports live capture when the user is present. It supports transcription across many languages and offers full-text search across transcripts and meeting metadata, making it suited to teams that run most of their meetings inside Google Meet. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); MeetingJuice is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | MeetingJuice |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Real-time transcription with per-speaker attribution for Google Meet |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | AI-generated summaries in multiple formats (overview, detailed minutes) |
| Team usage | Recording and transcription of phone calls and in-person meetings | Automatic action item and decision extraction |
| Integrations | Mobile app for capturing in-person meetings | One-click export to Google Docs, Gmail drafts, and Slack |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Available as both a Chrome extension and a Google Workspace Marketplace add-on |
| Best-fit workflow | Client mood and sentiment insights | Custom summary templates and full-text search across transcripts |
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.
MeetingJuice
Choose MeetingJuice if you need teams that run most meetings in google meet and want notes exported into google docs and gmail — strengths include deep, native integration with google meet and google workspace apps.
FinMate AI
MeetingJuice
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while MeetingJuice is strong for teams that run most meetings in google meet and want notes exported into google docs and gmail. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and MeetingJuice 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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