FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Notulin.id: Indonesian AI meeting tool with an Indonesia-first ASR model that records calls, transcribes, and produces summaries, decision lists, and action items. This comparison weighs them on pricing, features, and everyday workflow fit.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and Notulin.id when automatically capturing scheduled zoom, meet, or teams calls via calendar 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.
Indonesian AI meeting tool with an Indonesia-first ASR model that records calls, transcribes, and produces summaries, decision lists, and action items.
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
Notulin.id is an Indonesian AI meeting platform that records, transcribes, and automatically summarizes meetings in Bahasa Indonesia. Its main differentiator is an Indonesia-first automatic speech recognition (ASR) model the company says is tuned to recognize local technical terms, names, and company abbreviations more accurately than general-purpose engines. Notulin connects to Zoom, Google Meet, and Microsoft Teams to capture meetings, and integrates with Google and Outlook calendars so sessions can be picked up automatically. During processing it applies multi-speaker detection to identify who said what. After each meeting, Notulin generates a summary together with a decision list and a set of action items intended to be ready to share with the team shortly after the call ends. The product is aimed at Indonesian businesses and teams that hold frequent Bahasa Indonesia meetings and want reliable, locally accurate documentation without manual note-taking. It offers a free entry point and paid plans for individuals and larger organizations, positioning itself as a domestic alternative to international note-taking tools. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Notulin.id is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Notulin.id |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Indonesia-first ASR model tuned for local terms, names, and abbreviations |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Recording and transcription for Zoom, Google Meet, and Microsoft Teams |
| Team usage | Recording and transcription of phone calls and in-person meetings | Google and Outlook calendar integration for automatic capture |
| Integrations | Mobile app for capturing in-person meetings | Multi-speaker detection |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Automatic summaries with decision lists and action items |
| Best-fit workflow | Client mood and sentiment insights | Bahasa Indonesia language focus |
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.
Notulin.id
Choose Notulin.id if you need indonesian companies needing accurate bahasa indonesia meeting minutes — strengths include locally trained asr aimed at higher accuracy for indonesian meetings.
FinMate AI
Notulin.id
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Notulin.id is strong for indonesian companies needing accurate bahasa indonesia meeting minutes. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Notulin.id 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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