FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Sally: German AI meeting assistant that joins calls to record, transcribe, and summarize meetings while extracting tasks and decisions. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and Sally when sales and customer teams syncing meeting outcomes to crm systems 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.
German AI meeting assistant that joins calls to record, transcribe, and summarize meetings while extracting tasks and decisions.
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
Sally is an AI meeting assistant built by Aliru GmbH in Mannheim, Germany, aimed at German-speaking and international teams that want automatic meeting documentation. Users add Sally as a participant by inviting its email address to a calendar event, after which it joins meetings on Microsoft Teams, Zoom, Google Meet, or Webex to capture audio and produce a transcript. The platform supports a large number of languages, recognizes German dialects and linguistic nuances, and can also transcribe uploaded audio files for in-person meetings. After a meeting, Sally generates a structured summary and automatically identifies action items and decisions, which can be assigned and tracked. It additionally surfaces meeting analytics such as speaker talk time. Sally connects to a wide range of business tools, including CRM and collaboration software such as HubSpot, Salesforce, Slack, and Asana, so that notes and tasks flow into existing workflows. The company emphasizes European data-protection standards, GDPR compliance, and SOC 2 alignment. It is aimed at teams that need accurate German-language records and integrated follow-up management. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Sally is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Sally |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Joins Teams, Zoom, Google Meet, and Webex meetings to record and transcribe |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Strong German-language transcription including dialect handling, plus many other languages |
| Team usage | Recording and transcription of phone calls and in-person meetings | Automatic summaries with action item and decision extraction and assignment |
| Integrations | Mobile app for capturing in-person meetings | Meeting analytics such as speaker talk time |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Integrations with CRM and collaboration tools (HubSpot, Salesforce, Slack, Asana) |
| Best-fit workflow | Client mood and sentiment insights | Offline/uploaded audio file transcription for in-person 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.
Sally
Choose Sally if you need german-speaking teams needing accurate meeting minutes and action items — strengths include optimized for german language and dialects, useful for german-speaking organizations.
FinMate AI
Sally
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Sally is strong for german-speaking teams needing accurate meeting minutes and action items. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Sally 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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