FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Minutes: Open-source, local-first conversation memory layer that records and transcribes meetings, diarizes speakers, and stores searchable notes as markdown for AI agents. 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 Minutes when recording and transcribing calls locally for users who refuse cloud meeting tools 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, local-first conversation memory layer that records and transcribes meetings, diarizes speakers, and stores searchable notes as markdown for AI agents.
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, built by Mat Silverstein, is an open-source, privacy-first conversation memory layer that captures meetings, calls, voice memos, and dictation and turns them into searchable, AI-accessible notes. It transcribes audio locally using whisper.cpp or Parakeet so audio never has to leave the machine, performs speaker diarization to separate voices, and extracts decisions and action items, writing everything to the user's own disk as plain markdown files with structured YAML frontmatter. Because the output lives in a local folder (for example ~/meetings/), the notes can sync across devices through iCloud, Dropbox, or Google Drive and can be read directly by AI tools. A central design goal is integration with AI assistants: Minutes runs an MCP server exposing a large set of tools so coding and chat agents such as Claude, Codex, Gemini CLI, and others can query past conversations, track relationships across meetings, and surface what was promised to whom. It ships as a macOS desktop app with a menu-bar recorder and AI assistant, plus a cross-platform command-line interface, and includes a dictation hotkey mode. The project is MIT licensed, installable via Homebrew, and actively maintained with frequent releases, making it a fully self-hostable option for people who want durable, private, searchable meeting memory rather than a cloud subscription. 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 is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Minutes |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Local transcription with whisper.cpp or Parakeet, no cloud audio upload |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Speaker diarization to attribute who said what |
| Team usage | Recording and transcription of phone calls and in-person meetings | Plain-markdown output with YAML frontmatter stored on your own disk |
| Integrations | Mobile app for capturing in-person meetings | MCP server exposing tools so AI agents can query meeting history |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Cross-meeting search, relationship tracking, and action-item extraction |
| Best-fit workflow | Client mood and sentiment insights | macOS desktop app plus cross-platform CLI and dictation hotkey mode |
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
Choose Minutes if you need building a private, searchable memory of meetings and voice notes that ai agents can query — strengths include fully local-first and mit licensed, keeping conversation data private and portable.
FinMate AI
Minutes
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Minutes is strong for building a private, searchable memory of meetings and voice notes that ai agents can query. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Minutes 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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