FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Slipbox: Privacy-first, bot-free AI meeting companion that captures system audio locally on Mac and Windows and turns it into transcripts, notes, and summaries. 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 Slipbox when privacy-conscious professionals who cannot use cloud meeting bots 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.
Privacy-first, bot-free AI meeting companion that captures system audio locally on Mac and Windows and turns it into transcripts, notes, and summaries.
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
Slipbox is a privacy-first AI meeting companion built for individual professionals and teams who want to capture meetings without sending a bot into the call. Instead of joining a conference as a visible participant, Slipbox runs on your own machine and captures the device's system audio alongside your microphone, then transcribes the conversation on-device in real time. As the meeting progresses it can surface real-time insights and cues, and once the conversation ends it generates AI summaries using customizable templates, tagged notes, and searchable meeting records. Because the core transcription happens locally, audio does not need to leave the device, and the product uses a hybrid model in which optional cloud features can be turned on when needed; users can also bring their own LLM API key or point Slipbox at local models such as Ollama to keep data within their firewall. It works across common communication apps including Zoom, Microsoft Teams, Google Meet, Slack, FaceTime, WhatsApp, Signal, Telegram, Discord, and Webex, and integrates with note tools like Obsidian. Slipbox is available for macOS, Windows, and iPhone, and is suited to consultants, researchers, and privacy-conscious knowledge workers who want a personal meeting record without a meeting bot. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Slipbox is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Slipbox |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Bot-free capture of system audio plus microphone directly on the device |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | On-device, real-time transcription with optional hybrid cloud features |
| Team usage | Recording and transcription of phone calls and in-person meetings | AI summaries from customizable templates, tagged notes, and searchable records |
| Integrations | Mobile app for capturing in-person meetings | Automatic meeting detection across Zoom, Teams, Meet, Slack, FaceTime and more |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Bring-your-own LLM API key or local model support (e.g. Ollama) |
| Best-fit workflow | Client mood and sentiment insights | Speaker identification, semantic search, and Obsidian integration |
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.
Slipbox
Choose Slipbox if you need consultants and researchers keeping private records of client and interview calls — strengths include no bot joins the call, so capture is discreet across many platforms.
FinMate AI
Slipbox
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Slipbox is strong for consultants and researchers keeping private records of client and interview calls. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Slipbox 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.
More head-to-head comparisons involving FinMate AI and Slipbox.
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.