FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Mentalyc: Mentalyc is a HIPAA-compliant AI documentation tool that records or transcribes therapy sessions and generates clinical progress notes for mental health professionals. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and Mentalyc when documenting psychiatric and assessment notes such as mse and biopsychosocial assessments 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.
Mentalyc is a HIPAA-compliant AI documentation tool that records or transcribes therapy sessions and generates clinical progress notes for mental health professionals.
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
Mentalyc is an AI documentation platform built for therapists, counselors, psychiatrists, PMHNPs, social workers, and other behavioral health professionals. It captures sessions in several ways: recording telehealth or in-person sessions with client consent, uploading an audio file, dictating a recap, or typing a short summary. The session audio is transcribed, and according to the company audio is processed and deleted while transcripts are stripped of identifying details. From this input it auto-generates clinical notes in multiple formats, including SOAP, DAP, BIRP, GIRP, PIRP, PIE, intake notes, MSE, biopsychosocial assessments, and supervision/consultation notes. Beyond notes, it produces treatment plans with measurable goals and tracks client progress over time. Mentalyc is web-based and accessed through a browser after signup, and it can sync with EHR systems such as SimplePractice, TherapyNotes, and Jane App or run as a standalone tool. It states it is HIPAA and SOC 2 compliant and does not use customer data to train AI models.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Mentalyc is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Mentalyc |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Transcribes recorded, uploaded, dictated, or typed sessions into structured notes |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Generates multiple note formats (SOAP, DAP, BIRP, GIRP, PIRP, PIE, MSE, intake, supervision) |
| Team usage | Recording and transcription of phone calls and in-person meetings | Automated treatment plans with measurable goals |
| Integrations | Mobile app for capturing in-person meetings | Progress tracking across sessions without client questionnaires |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | EHR integrations with SimplePractice, TherapyNotes, and Jane App |
| Best-fit workflow | Client mood and sentiment insights | HIPAA and SOC 2 compliant with audio deleted after processing and de-identified 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.
Mentalyc
Choose Mentalyc if you need generating progress notes from recorded or in-person therapy sessions — strengths include purpose-built for mental health documentation with many clinical note formats.
FinMate AI
Mentalyc
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Mentalyc is strong for generating progress notes from recorded or in-person therapy sessions. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Mentalyc 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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