FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Scribeberry: Scribeberry is an AI medical scribe that listens to clinical encounters, transcribes the conversation, and auto-generates structured clinical notes for healthcare providers. The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and Scribeberry when documenting telehealth appointments via a browser extension on video-call platforms matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
Scribeberry is an AI medical scribe that listens to clinical encounters, transcribes the conversation, and auto-generates structured clinical notes for healthcare providers.
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
Scribeberry is an AI-powered medical scribe built for clinicians. It captures patient-provider conversations through device or room microphones during in-person visits, and through a browser extension for telehealth sessions on platforms such as Zoom, Microsoft Teams, Google Meet, and Doxy. It transcribes the speech and automatically produces structured clinical documentation, including SOAP notes, dictation, referral letters, and auto-filled forms. The platform is available as a web app, mobile apps (including an iOS app), and a Chrome extension. It integrates with electronic medical records such as Epic, Accuro, Oscar Pro, and Jane App, pulling patient data in and pushing completed notes back. Scribeberry supports many languages and offers specialty-tuned models across fields like family medicine, psychiatry, pediatrics, internal medicine, surgery, dentistry, and veterinary care. It states it is HIPAA and PIPEDA compliant and SOC 2 Type II certified, with regional data residency. It is aimed at physicians, nurses, and allied health professionals seeking to reduce documentation time.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Scribeberry is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Scribeberry |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | AI scribe that auto-generates SOAP notes and clinical documentation from encounters |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Medical-grade dictation and transcription with multi-language support |
| Team usage | Recording and transcription of phone calls and in-person meetings | Browser extension for telehealth platforms (Zoom, Teams, Google Meet, Doxy) |
| Integrations | Mobile app for capturing in-person meetings | Bidirectional EMR integration (Epic, Accuro, Oscar Pro, Jane App) |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | AI form filling, templates, and macros |
| Best-fit workflow | Client mood and sentiment insights | Specialty-tuned models across 40+ medical specialties |
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.
Scribeberry
Choose Scribeberry if you need generating soap notes and clinical documentation automatically during patient visits — strengths include purpose-built for clinical workflows with emr push/pull integration.
FinMate AI
Scribeberry
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Scribeberry is strong for generating soap notes and clinical documentation automatically during patient visits. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Scribeberry 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.
More head-to-head comparisons involving FinMate AI and Scribeberry.
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.