FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Screenpipe: Screenpipe is an open, local-first desktop app that records your screen and audio, transcribes calls on-device with Whisper, and auto-generates meeting summaries with action items. 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 Screenpipe when building a searchable, private record of meetings and screen activity to recall past discussions and decisions 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.
Screenpipe is an open, local-first desktop app that records your screen and audio, transcribes calls on-device with Whisper, and auto-generates meeting summaries with action items.
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
Screenpipe is a local-first, source-available desktop application that continuously captures your screen and audio to build a private, searchable AI memory of your computer activity. For meetings, it records microphone and system audio in the background and transcribes in real time using OpenAI's Whisper model running locally, so calls from any app that plays through your speakers, including Zoom, Google Meet, Microsoft Teams, and Slack huddles, are captured without a bot joining the call. It supports speaker diarization and many languages. When a meeting ends, a meeting-summary pipe can generate structured notes, including a short bullet summary, action items per person, and decisions plus next steps, and write them to destinations such as Obsidian, Notion, or Apple Notes. Because capture, text extraction, transcription, and search can run entirely offline, data stays in a local database on your device, with options to redact PII and exclude specific apps or windows. Screenpipe also runs as an MCP server, letting AI assistants query your history. It is aimed at engineers, researchers, and privacy-conscious professionals. It runs on macOS, Windows, and Linux.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Screenpipe is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Screenpipe |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | On-device screen and audio recording that captures system audio from any app, including Zoom, Google Meet, Teams, and Slack huddles |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Local real-time transcription using OpenAI's Whisper model, with speaker diarization and multi-language support |
| Team usage | Recording and transcription of phone calls and in-person meetings | Automatic meeting summaries with bullet recap, action items per person, and decisions plus next steps |
| Integrations | Mobile app for capturing in-person meetings | Writes structured notes to destinations like Obsidian, Notion, and Apple Notes via configurable pipes |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Fully offline operation with local storage, on-device PII redaction, and app/window/URL exclusions |
| Best-fit workflow | Client mood and sentiment insights | Runs as an MCP server so AI assistants and clients can query your screen and audio history |
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.
Screenpipe
Choose Screenpipe if you need automatically capturing and summarizing video calls across zoom, meet, and teams without a meeting bot — strengths include privacy-first: capture, transcription, and search can run entirely on-device with no cloud dependency.
FinMate AI
Screenpipe
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Screenpipe is strong for automatically capturing and summarizing video calls across zoom, meet, and teams without a meeting bot. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Screenpipe 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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