FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Scribenote: Scribenote is an AI scribe for veterinary clinics that records appointments and calls, transcribes the conversation, and automatically generates clinical notes. 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 Scribenote when documenting client phone calls and callbacks via scribephone 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.
Scribenote is an AI scribe for veterinary clinics that records appointments and calls, transcribes the conversation, and automatically generates clinical notes.
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
Scribenote is a veterinary-specific AI scribe that automates clinical documentation. Veterinary professionals record appointments, client callbacks, phone calls, and other conversations on a phone, tablet, or computer, and Scribenote transcribes the audio and generates structured medical records such as SOAP notes. Notes can be produced in two clicks using adaptive templates or a template library, and the tool can also generate client discharge summaries from the records. ScribePhone lets users place client calls directly within Scribenote and automatically produce notes from them. The platform integrates with veterinary practice management systems (PIMS): a Widget Mode works with systems such as Avimark, Cornerstone, ezyVet, and Covetrus Pulse, while PIMSPal supports Covetrus Pulse and ezyVet. Teams Mode supports collaboration, record transfer, and shared templates across a clinic. Scribenote is SOC 2 Type II certified. It is built for solo veterinarians, clinics, and multi-clinic groups that want to reduce time spent on documentation and focus on patient care.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Scribenote is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Scribenote |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | AI-generated SOAP notes and other clinical note formats |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Records appointments, client callbacks, and phone calls on phone, tablet, or computer |
| Team usage | Recording and transcription of phone calls and in-person meetings | ScribePhone for placing client calls and auto-generating notes from them |
| Integrations | Mobile app for capturing in-person meetings | Adaptive templates and a template library, plus automatic client discharge summaries |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | PIMS integration via Widget Mode and PIMSPal (e.g., Avimark, Cornerstone, ezyVet, Covetrus Pulse) |
| Best-fit workflow | Client mood and sentiment insights | Teams Mode for collaboration, record transfer, and shared templates |
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.
Scribenote
Choose Scribenote if you need generating soap notes from veterinary appointments and consultations — strengths include purpose-built for veterinary documentation rather than generic note-taking.
FinMate AI
Scribenote
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Scribenote is strong for generating soap notes from veterinary appointments and consultations. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Scribenote 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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