FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Proudfrog: Proudfrog is a Stockholm-built meeting transcription and knowledge-base tool that records discreetly via iOS and macOS apps and produces speaker-labeled transcripts in Swedish, Norwegian, Danish, and Finnish. Below, they line up on price, capture method, and how each fits a real meeting stack.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and Proudfrog when teams building a searchable institutional memory of decisions across meetings matters most. Run both through a week of actual calls to see which suits your workflow.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
Proudfrog is a Stockholm-built meeting transcription and knowledge-base tool that records discreetly via iOS and macOS apps and produces speaker-labeled transcripts in Swedish, Norwegian, Danish, and Finnish.
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
Proudfrog, built by Proudfrog AB in Stockholm, is a meeting transcription and knowledge-base platform focused on Nordic languages. Instead of sending a bot to join a call, it records discreetly through its iOS and macOS apps, capturing in-person conversations as well as meetings on Zoom, Teams, and Google Meet. It then transcribes the audio in Swedish, Norwegian, Danish, or Finnish and identifies each speaker by name, with voice recognition that learns participants across meetings. Beyond producing a searchable transcript, Proudfrog structures the content with AI: it extracts decisions and links people and projects across conversations so each meeting adds to a growing knowledge base. Users can search that archive by meaning, ask natural-language questions, and chat with their meeting history through an "Explore" feature. The company emphasizes Nordic-language accuracy, GDPR compliance, and data stored in Sweden. It is aimed at consultants, teams, and professionals working primarily in Scandinavian and Finnish languages rather than English.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Proudfrog is a free tier with paid upgrades (paid). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Proudfrog |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Discreet recording via dedicated iOS and macOS apps with no bot joining the call |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Transcription tuned for Swedish, Norwegian, Danish, and Finnish |
| Team usage | Recording and transcription of phone calls and in-person meetings | Speaker identification by name, learning voices across multiple meetings |
| Integrations | Mobile app for capturing in-person meetings | AI structuring that extracts decisions and links people and projects across conversations |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Searchable knowledge base with semantic search and a natural-language chat ('Explore') |
| Best-fit workflow | Client mood and sentiment insights | Works with in-person meetings as well as Zoom, Teams, and Google Meet |
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.
Proudfrog
Choose Proudfrog if you need consultants documenting and searching client meetings in nordic languages — strengths include specialized accuracy for nordic languages rather than english-first transcription.
FinMate AI
Proudfrog
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Proudfrog is strong for consultants documenting and searching client meetings in nordic languages. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Proudfrog is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
You can — some teams pair them when each covers a different part of the meeting workflow.
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