FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Skribby: Developer-focused meeting bot API by Skribe VOF that deploys recording and transcription bots to Zoom, Microsoft Teams, and Google Meet with bring-your-own-key transcription. 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 Skribby when streaming real-time meeting transcripts into a custom application matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
Developer-focused meeting bot API by Skribe VOF that deploys recording and transcription bots to Zoom, Microsoft Teams, and Google Meet with bring-your-own-key transcription.
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
Skribby, operated by Skribe VOF, is a managed meeting bot API designed for developers who want to add recording and transcription to their own products without building bot infrastructure from scratch. It positions itself as a Recall.ai-style alternative, letting teams deploy meeting bots in a few minutes that join Zoom, Microsoft Teams, and Google Meet calls to capture audio, video, and transcripts. Skribby supports real-time transcription over WebSocket as well as asynchronous transcripts, speaker identification, webhook notifications for transcripts and bot events, and bot authentication for restricted meetings. A defining characteristic is its bring-your-own-key approach: rather than locking users into a single speech engine, it integrates with more than ten transcription providers including Deepgram, Groq Whisper, Soniox, AssemblyAI, and ElevenLabs, so customers supply their own provider credentials. It supports 30-plus languages and advertises GDPR-compliant operation. Skribby runs as a pay-as-you-go cloud API with a low hourly base rate, optional video recording and storage add-ons, and no monthly minimums, alongside developer resources such as REST API references, quickstart guides, and real-time transcription documentation. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Skribby is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Skribby |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Meeting bots that join and record Zoom, Microsoft Teams, and Google Meet |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Real-time transcription over WebSocket plus asynchronous transcripts |
| Team usage | Recording and transcription of phone calls and in-person meetings | Bring-your-own-key support for 10+ transcription providers (Deepgram, Whisper, AssemblyAI, Soniox, ElevenLabs) |
| Integrations | Mobile app for capturing in-person meetings | Webhook notifications for transcripts and bot events |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Speaker identification (diarization) and 30+ language support |
| Best-fit workflow | Client mood and sentiment insights | Bot authentication for joining restricted meetings |
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.
Skribby
Choose Skribby if you need adding meeting recording and transcription to a saas product via api — strengths include pay-as-you-go api with no monthly minimums or contracts.
FinMate AI
Skribby
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Skribby is strong for adding meeting recording and transcription to a saas product via api. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Skribby 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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