FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Prismical: Open-source AI note taker that transcribes meetings, lectures, and voice notes locally without bots, then organizes them into structured, actionable 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 Prismical when capturing voice notes and turning them into structured, searchable notes 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.
Open-source AI note taker that transcribes meetings, lectures, and voice notes locally without bots, then organizes them into structured, actionable 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
Prismical is an open-source AI note taker, from the Amical project, that transcribes meetings, lectures, and voice notes using local AI and without an invasive bot joining the call. It captures system audio in the background and processes it locally with Whisper and Parakeet models, while optionally connecting to cloud providers such as OpenAI, Claude, or Gemini using the user's own API keys. The project is MIT-licensed and actively maintained, with a Prismical Desktop v0.1.0 release in May 2026 and beta mobile apps for iOS and Android. Built with Electron, Next.js, TailwindCSS, and Ollama integration, it provides real-time meeting transcription via system audio capture and a floating widget that shows live transcripts as a conversation happens. Beyond capture, Prismical generates AI-powered summaries and extracts action items, and it keeps notes organized, structured, and searchable with full-text search across captured content. It also exposes an MCP server integration for connecting the tool into broader AI workflows. The combination of bot-free local capture, structured summaries, and free-forever positioning makes it a privacy-oriented alternative to cloud meeting notetakers for individuals who want their recordings to stay on their own devices. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Prismical is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Prismical |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Bot-free real-time meeting transcription via system audio capture |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Local-first processing using Whisper and Parakeet models |
| Team usage | Recording and transcription of phone calls and in-person meetings | AI-powered summaries and action-item extraction |
| Integrations | Mobile app for capturing in-person meetings | Floating widget for live transcripts during a conversation |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Full-text search across captured notes |
| Best-fit workflow | Client mood and sentiment insights | Optional cloud providers (OpenAI, Claude, Gemini) with user API keys |
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.
Prismical
Choose Prismical if you need individuals transcribing and summarizing meetings or lectures without inviting a bot — strengths include captures meetings and voice notes locally without a bot joining calls.
FinMate AI
Prismical
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Prismical is strong for individuals transcribing and summarizing meetings or lectures without inviting a bot. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Prismical 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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