FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. OpenWhispr: Open-source, privacy-first voice-to-text desktop app for Mac, Windows, and Linux that also transcribes meetings into AI-organized notes. 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 OpenWhispr when turning rough in-meeting notes into structured summaries and action items 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, privacy-first voice-to-text desktop app for Mac, Windows, and Linux that also transcribes meetings into AI-organized 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
OpenWhispr is an open-source desktop application for macOS, Windows, and Linux that converts speech to text and includes a meeting notes capability built on the same engine. Its core function is global-hotkey dictation that inserts transcribed text at the cursor in any application, but it also ships an AI Notepad for meetings, an AI Chat that can reference past meetings, and an audio upload feature for transcribing recorded files. For meetings it captures the computer's audio directly rather than sending a bot into the call, transcribes the conversation in the background, and combines rough notes with the transcript to produce structured minutes that highlight decisions, action items, and next steps. Transcription can run locally using bundled Whisper and NVIDIA Parakeet models or connect to cloud models with a bring-your-own-key setup, and the project emphasizes that audio can be processed and discarded for privacy. The codebase is publicly available on GitHub and the app is actively maintained through 2026. It is aimed at developers, writers, and individuals or small teams who want a private, auditable, cross-platform transcription and meeting-notes tool. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); OpenWhispr is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | OpenWhispr |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Open-source and auditable, with code published on GitHub |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Cross-platform desktop app for macOS, Windows, and Linux |
| Team usage | Recording and transcription of phone calls and in-person meetings | Local transcription via bundled Whisper and NVIDIA Parakeet models |
| Integrations | Mobile app for capturing in-person meetings | Bring-your-own-key cloud model option for flexibility |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | AI Notepad that turns rough meeting notes plus transcript into structured minutes |
| Best-fit workflow | Client mood and sentiment insights | Full-text search and AI Chat across captured meetings |
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.
OpenWhispr
Choose OpenWhispr if you need privately transcribing computer-audio meetings without a bot joining the call — strengths include fully open source, so users can inspect and self-host the code.
FinMate AI
OpenWhispr
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while OpenWhispr is strong for privately transcribing computer-audio meetings without a bot joining the call. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and OpenWhispr 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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