FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Scriberr: Open-source, self-hosted AI audio transcription app that runs Whisper models locally with speaker diarization, summaries, and chat-with-transcript. Below, they line up on price, capture method, and how each fits a real meeting stack.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and Scriberr when researchers and journalists generating diarized transcripts of recorded conversations 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.
Open-source, self-hosted AI audio transcription app that runs Whisper models locally with speaker diarization, summaries, and chat-with-transcript.
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
Scriberr is an open-source, self-hosted audio transcription application aimed at people who want to keep recordings and transcripts on their own hardware. It uses the open-source Whisper family of models (via the WhisperX engine) to transcribe audio and video files entirely offline, with no requirement to send data to a cloud provider. The project is distributed under the MIT license and is packaged as a single binary, with a Go backend and a Svelte frontend compiled into the binary, while Python handles the underlying AI transcription. Beyond raw transcription, Scriberr can automatically detect and label different speakers (diarization), generate summaries using custom prompts, and let users chat with a transcript by connecting to Ollama or OpenAI-compatible providers. It includes a transcript reader with playback follow-along and seek-from-text, a built-in audio recorder, note-taking, and a folder watcher plus API endpoints for automation and integration with tools like n8n. The maintainer publicly noted development is paused but not abandoned, and community contributions are welcome; the most recent release at the time of review was v1.2.0 in December 2025. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Scriberr is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Scriberr |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Local, offline transcription using Whisper models via the WhisperX engine |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Automatic speaker diarization (who said what) |
| Team usage | Recording and transcription of phone calls and in-person meetings | AI summaries with custom prompts via Ollama or OpenAI-compatible providers |
| Integrations | Mobile app for capturing in-person meetings | Chat with your transcripts to ask questions and pull insights |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Built-in audio recorder and note-taking on transcripts |
| Best-fit workflow | Client mood and sentiment insights | Folder watcher and API endpoints for automation workflows |
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.
Scriberr
Choose Scriberr if you need privacy-conscious teams transcribing meeting and interview recordings on their own infrastructure — strengths include fully self-hosted and offline, keeping audio and transcripts on your own hardware.
FinMate AI
Scriberr
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Scriberr is strong for privacy-conscious teams transcribing meeting and interview recordings on their own infrastructure. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Scriberr 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.
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