FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Pluely: A lightweight open-source desktop AI meeting assistant that captures system audio for live transcription and on-call answers without joining as a visible bot. 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 Pluely when running a privacy-conscious, locally processed meeting helper via ollama matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
A lightweight open-source desktop AI meeting assistant that captures system audio for live transcription and on-call answers without joining as a visible bot.
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
Pluely is an open-source AI meeting assistant created by independent developer Srikanthnani and released in 2025 as a privacy-first, bot-free alternative to commercial in-meeting copilots. Built with Tauri, the app is roughly 10MB and launches quickly, running as an always-on-top overlay on macOS (Apple Silicon and Intel), Windows, and Linux. Rather than sending a participant into your call, Pluely captures system audio and microphone input directly on your device, converts speech to text, and can surface AI responses and notes during a meeting, interview, or presentation. It is bring-your-own-key, so users connect their own provider credentials; it supports a wide range of large language models, including OpenAI, Anthropic Claude, Google Gemini, Grok, Mistral, Cohere, Ollama, and custom endpoints, alongside multiple speech-to-text engines such as Whisper, Deepgram, ElevenLabs, Groq, and Azure. Because it is GPL-licensed and fully inspectable, teams can audit or modify the code, and local model options via Ollama allow processing to stay on the machine. As an indie project it depends on external API keys for most capabilities and is still maturing. Confirm features and any usage policies on the official site. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Pluely is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Pluely |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Bot-free capture of system audio and microphone for live transcription |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Always-on-top overlay app for macOS, Windows, and Linux |
| Team usage | Recording and transcription of phone calls and in-person meetings | Bring-your-own-key support for many LLMs (OpenAI, Claude, Gemini, Grok, Mistral, Cohere, Ollama, custom) |
| Integrations | Mobile app for capturing in-person meetings | Multiple speech-to-text providers (Whisper, Deepgram, ElevenLabs, Groq, Azure, and others) |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Lightweight (~10MB) and fast to launch |
| Best-fit workflow | Client mood and sentiment insights | Open source under GPL with optional local processing via Ollama |
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.
Pluely
Choose Pluely if you need getting live transcription and ai assistance during meetings without a visible bot in the call — strengths include free and open source with fully inspectable code.
FinMate AI
Pluely
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Pluely is strong for getting live transcription and ai assistance during meetings without a visible bot in the call. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Pluely is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Yes. Many teams run more than one meeting assistant when the workflows are complementary.
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