FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Monologue: Monologue is an AI voice dictation app for Mac and iOS that turns speech into polished, app-aware text and can record, transcribe, and summarize meetings, calls, and voice notes. 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 Monologue when recording and transcribing personal voice notes, calls, and meetings, then generating summaries matters most. Run both through a week of actual calls to see which suits your workflow.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
Monologue is an AI voice dictation app for Mac and iOS that turns speech into polished, app-aware text and can record, transcribe, and summarize meetings, calls, and voice notes.
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
Monologue, built by Every (Every Media Inc), is an AI-powered voice dictation app for macOS, iOS, iPadOS, and watchOS. Instead of typing, you speak and Monologue produces clean, finished text: it strips filler words and repetitions, adds punctuation, and uses a language model to infer intent and match your tone. Its standout trait is app-aware formatting, the output adapts to where you are, short conversational messages in iMessage, structured paragraphs in email, and organized lists or headings in Notes. On iOS a custom keyboard works across every app, with Live Activity support in the Dynamic Island, and preferences, modes, and a personal dictionary sync across devices. Beyond dictation, a Notes feature lets you record freeform thoughts, calls, and meetings, then transcribe and summarize them, and route captured notes to tools like Notion via an API, CLI, and MCP integrations. It supports 100+ languages and mixed-language speech. The company states audio and transcripts are not retained on its servers, with offline transcription available. It targets professionals across many fields who want faster, hands-free writing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Monologue is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Monologue |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | App-aware smart formatting that adapts output to the app in use (iMessage, email, Notes, code) |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | AI cleanup that removes filler words and repetitions, adds punctuation, and matches tone |
| Team usage | Recording and transcription of phone calls and in-person meetings | Notes feature to record, transcribe, and summarize meetings, calls, and voice memos |
| Integrations | Mobile app for capturing in-person meetings | iOS custom keyboard plus sync of modes, dictionary, and preferences across Mac, iPhone, iPad, and Apple Watch |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Auto Dictionary that learns names, acronyms, and personal vocabulary |
| Best-fit workflow | Client mood and sentiment insights | API, CLI, and MCP integrations for routing notes to tools like Notion |
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.
Monologue
Choose Monologue if you need drafting emails, messages, and documents hands-free by speaking instead of typing — strengths include deep apple-ecosystem integration with a system-wide ios keyboard and cross-device sync.
FinMate AI
Monologue
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Monologue is strong for drafting emails, messages, and documents hands-free by speaking instead of typing. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Monologue 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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