FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. ScribbleVet: An AI scribe for veterinarians that records appointments and automatically generates formatted SOAP notes and client-ready summaries. This comparison weighs them on pricing, features, and everyday workflow fit.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and ScribbleVet when producing client-ready take-home and recap instructions after appointments 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.
An AI scribe for veterinarians that records appointments and automatically generates formatted SOAP notes and client-ready summaries.
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
ScribbleVet is an AI-powered digital scribe built specifically for veterinarians and their teams. It captures a consultation by recording the appointment audio or by accepting dictated notes, then transcribes and processes the conversation to produce a fully formatted SOAP (Subjective, Objective, Assessment, Plan) note within minutes, filtering out irrelevant chatter. Beyond notes, it can draw visual dental charts for COHAT documentation, generate client-ready discharge instructions and recap emails, and summarize existing medical records. It supports multiple languages, including English, Spanish, and French. ScribbleVet is available as iOS and Android apps and through a web app, and offers one-click transfer of notes into practice management systems such as ezyVet, Pulse, and Vetspire. Customizable SOAP templates and a Plumb's drug monograph integration are also included. It is aimed at veterinarians across general practice, emergency, and specialist settings, from small animal to equine medicine, and allows technicians and front-desk staff to be added to an account. ScribbleVet has been adopted by the UC Davis School of Veterinary Medicine.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); ScribbleVet is a free tier with paid upgrades (paid). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | ScribbleVet |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Records appointments and auto-generates formatted SOAP notes |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Customizable SOAP note templates |
| Team usage | Recording and transcription of phone calls and in-person meetings | Visual dental charts for COHAT documentation |
| Integrations | Mobile app for capturing in-person meetings | Client-ready discharge instructions and recap emails |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Multi-language support (English, Spanish, French, and others) |
| Best-fit workflow | Client mood and sentiment insights | One-click transfer to PIMS (ezyVet, Pulse, Vetspire) |
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.
ScribbleVet
Choose ScribbleVet if you need generating soap notes from veterinary exams without manual typing — strengths include purpose-built for veterinary workflows and terminology.
FinMate AI
ScribbleVet
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while ScribbleVet is strong for generating soap notes from veterinary exams without manual typing. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and ScribbleVet is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Often yes: teams combine tools when one handles capture and another handles analysis.
More head-to-head comparisons involving FinMate AI and ScribbleVet.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. FinScribe: AI meeting note taker for wealth and financial advisors that produces compliance-ready notes, prep pages, and follow-up emails. This comparison weighs them on pricing, features, and everyday workflow fit.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. FlashRev: AI parallel dialer within the FlashLabs go-to-market platform, with call recording, real-time conversation analysis, and AI summaries. This comparison weighs them on pricing, features, and everyday workflow fit.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. FullyRamped: AI sales roleplay, coaching, and call-grading platform that practices reps across the full sales cycle and grades real calls. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. GReminders: End-to-end meeting management platform for client-facing professionals, pairing scheduling and reminders with an AI notetaker. The right pick comes down to team size, budget, and the workflows you want to automate.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Garba: AI sales meeting assistant that records, transcribes, and summarizes calls, then syncs notes and insights natively into Pipedrive and HubSpot. This comparison weighs them on pricing, features, and everyday workflow fit.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Genio: Assistive note-taking tool (formerly Glean) that records and transcribes lectures and classes for students. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Gilbert: French sovereign AI meeting note taker that generates structured reports, decisions and actions, hosted in France on SecNumCloud infrastructure. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Gladia: Developer-focused speech-to-text API with real-time and async transcription, diarization, and meeting-bot integrations. Below, they line up on price, capture method, and how each fits a real meeting stack.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Glinky: AI revenue intelligence platform pairing prospecting with a bot-free AI notetaker that captures sales calls and syncs details to the CRM. Below, they line up on price, capture method, and how each fits a real meeting stack.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Goelo: AI sales meeting assistant that records and transcribes calls, then auto-populates CRM data and generates methodology-based summaries. Below, they line up on price, capture method, and how each fits a real meeting stack.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Good Tape: EU-based AI transcription for interviews, meetings, podcasts, lectures, and webinars, with speaker labels and one-click summaries. Below, they line up on price, capture method, and how each fits a real meeting stack.
FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Goodmeetings: AI meeting insights and coaching for revenue teams We compare them on cost, capture approach, and day-to-day fit so you can choose faster.