FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. SkyScribe: AI transcription and subtitle platform that turns audio and video into editable text, captions, and repurposed content. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and SkyScribe when turning interview and meeting recordings into summaries and action items matters most. Try them side by side on real calls before deciding — needs vary by team.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
AI transcription and subtitle platform that turns audio and video into editable text, captions, and repurposed content.
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
SkyScribe is an AI transcription, translation, and audio-to-text platform that converts video and audio into editable text and subtitle files. Users can upload media, paste YouTube links, or record directly, and SkyScribe produces a transcript with speaker labels and timestamps. The platform is built for podcasters, video creators, and professionals who handle meetings and interviews, and it leans into turning raw transcripts into usable content: it offers transcript editing with one-click cleanup and filler-word removal, resegmentation that restructures content into customizable blocks, and custom data extraction for summaries, action items, and sentiment. SkyScribe supports translation into more than one hundred languages while keeping original timestamps aligned, which allows subtitle-ready output for international audiences. Export options are broad, spanning SRT subtitles, VTT captions, plus formats such as DOCX, TXT, Markdown, PDF, JSON, and CSV, and it integrates with tools including YouTube Studio, Notion, n8n, and Supabase. A generous daily free transcription allowance lets users test the service, with paid plans offering larger files and unlimited subtitle generation. This makes SkyScribe suitable for transcribing and captioning podcasts, videos, interviews, and meeting recordings within a single workflow. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); SkyScribe is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | SkyScribe |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | AI transcription with speaker labels and timestamps for audio and video |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Subtitle and caption export including SRT and VTT, plus DOCX, TXT, Markdown, PDF, JSON, and CSV |
| Team usage | Recording and transcription of phone calls and in-person meetings | Translation into more than one hundred languages with aligned timestamps |
| Integrations | Mobile app for capturing in-person meetings | Transcript editing with one-click cleanup and filler-word removal |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Custom data extraction for summaries, action items, and sentiment |
| Best-fit workflow | Client mood and sentiment insights | Integrations with YouTube Studio, Notion, n8n, and Supabase |
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.
SkyScribe
Choose SkyScribe if you need transcribing and captioning podcasts and videos with multi-format export — strengths include very broad set of export formats covering captions, documents, and data.
FinMate AI
SkyScribe
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while SkyScribe is strong for transcribing and captioning podcasts and videos with multi-format export. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and SkyScribe 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 SkyScribe.
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.