FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Minutes AI: Apple-focused AI note taker that records meetings and lectures, transcribes with speaker labels, and turns them into formatted notes and summaries. The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and Minutes AI when professionals capturing in-person meetings and interviews on apple devices 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.
Apple-focused AI note taker that records meetings and lectures, transcribes with speaker labels, and turns them into formatted notes and summaries.
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
Minutes AI, built by Minutes AI, LLC, is an AI note-taking and transcription app focused on the Apple ecosystem, with iOS, iPad, Apple Watch, and macOS support and an Android version as well. It captures spoken content three ways: recording live audio with its built-in recorder, uploading existing audio or video files in common formats such as mp3, m4a, wav, and mp4, or importing YouTube videos. From that input it produces a word-for-word transcript with speaker labels and automatically formats AI notes with headings and bullet points, applying punctuation, capitalization, and line breaks. Users can scrub through the original audio while reading the transcript, search for specific words, ask questions about the content through a chat interface, and even transcribe in one language while taking notes in another, with support for over fifty languages. Notes can be exported as PDFs, emails, and texts. The app is aimed at professionals and students who want a fast, accessible way to capture meetings, interviews, and lectures on their Apple devices, and it is actively maintained, with updates continuing through 2025 and 2026. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Minutes AI is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Minutes AI |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Live recording, audio or video file upload, and YouTube import |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Word-for-word transcripts with speaker labels |
| Team usage | Recording and transcription of phone calls and in-person meetings | Automatically formatted AI notes with headings and bullet points |
| Integrations | Mobile app for capturing in-person meetings | Chat with your audio to extract insights and action items |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Transcribe in one language while taking notes in another, 50+ languages |
| Best-fit workflow | Client mood and sentiment insights | Export notes as PDF, email, and text; iPhone, iPad, Apple Watch, and Mac support |
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.
Minutes AI
Choose Minutes AI if you need students recording and summarizing lectures on iphone or ipad — strengths include deep apple-ecosystem coverage including iphone, ipad, apple watch, and mac.
FinMate AI
Minutes AI
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Minutes AI is strong for students recording and summarizing lectures on iphone or ipad. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Minutes AI 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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