FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Meetingnotes: Free, open-source macOS app that records, transcribes, and summarizes meetings locally using your own OpenAI API key. 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 Meetingnotes when individuals wanting a free, self-controlled alternative to subscription notetakers matters most. Try them side by side on real calls before deciding — needs vary by team.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
Free, open-source macOS app that records, transcribes, and summarizes meetings locally using your own OpenAI API key.
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
Meetingnotes is a free, open-source macOS application that records meetings, transcribes them in real time, and generates AI summaries while keeping data stored locally on the user's machine. Built for engineers and privacy-conscious users, it captures both microphone and system audio, produces a live transcript via OpenAI's API, and then combines that transcript with any manual notes the user jots down to create a structured summary. Because it runs locally and requires the user to supply their own OpenAI API key, recordings and notes stay on the device rather than being uploaded to a managed cloud service, and users pay only for their direct API usage instead of a subscription. The app supports customizable system prompts so that summaries can be tailored to a person's preferred note-taking style, and it provides search, copy, and delete capabilities for managing stored notes and transcripts. Released under an open-source license, it invites community contributions and has a roadmap that includes calendar integration and AI-powered question-and-answer chat over past meetings. It is well suited to individuals who want a transparent, self-controlled alternative to commercial meeting notetakers without recurring fees or a call bot joining their meetings. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Meetingnotes is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Meetingnotes |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Records both microphone and system audio for meeting capture |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Real-time transcription using the OpenAI API |
| Team usage | Recording and transcription of phone calls and in-person meetings | AI summaries that combine transcripts with manual notes |
| Integrations | Mobile app for capturing in-person meetings | Customizable system prompts for personalized note-taking |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Local storage of notes and transcripts for privacy |
| Best-fit workflow | Client mood and sentiment insights | Search, copy, and delete management for stored notes |
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.
Meetingnotes
Choose Meetingnotes if you need privacy-focused engineers recording and summarizing local meetings — strengths include completely free and open-source with no subscription.
FinMate AI
Meetingnotes
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Meetingnotes is strong for privacy-focused engineers recording and summarizing local meetings. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Meetingnotes is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Often yes: teams combine tools when one handles capture and another handles analysis.
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