FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. ownscribe: Local-first command-line tool that records, transcribes, and summarizes meetings on macOS entirely on-device, with natural-language search across notes. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and ownscribe when keeping fully on-device transcripts and summaries for privacy-sensitive discussions 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.
Local-first command-line tool that records, transcribes, and summarizes meetings on macOS entirely on-device, with natural-language search across 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
ownscribe is a local-first meeting transcription and summarization command-line tool that records, transcribes, and summarizes meetings entirely on the user's own machine without sending data to external servers. It is MIT-licensed and actively maintained, with v0.12.0 released in June 2026, and is written primarily in Python with a Swift component for system audio capture. On macOS 14.2 and later it captures system audio through Core Audio, and it transcribes with WhisperX to produce word-level timestamps, with optional speaker diarization via PyAnnote. For summaries it ships with a built-in local model (Phi-4-mini) and can also connect to Ollama or OpenAI-compatible backends, offering multiple templates tailored to meetings, lectures, and brief summaries. A standout feature is its natural-language search: the ask command lets users query across their stored meeting notes to retrieve relevant information. Quality-of-life features include silence-based auto-stop so recordings end cleanly when a meeting goes quiet. Because it is a CLI distributed through GitHub and runs entirely on local hardware, ownscribe targets developers and privacy-focused users who prefer scriptable, terminal-driven workflows over a graphical meeting notetaker while keeping all audio and transcripts on-device. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); ownscribe is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | ownscribe |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Local-first recording, transcription, and summarization via CLI |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | System audio capture on macOS 14.2+ through Core Audio |
| Team usage | Recording and transcription of phone calls and in-person meetings | WhisperX transcription with word-level timestamps |
| Integrations | Mobile app for capturing in-person meetings | Optional speaker diarization via PyAnnote |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Local summarization with a built-in Phi-4-mini model, plus Ollama and OpenAI-compatible backends |
| Best-fit workflow | Client mood and sentiment insights | Natural-language search across meeting notes with the ask command |
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.
ownscribe
Choose ownscribe if you need developers capturing and summarizing meetings from the terminal on a mac — strengths include runs entirely on-device with no data sent to external servers.
FinMate AI
ownscribe
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while ownscribe is strong for developers capturing and summarizing meetings from the terminal on a mac. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and ownscribe 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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