FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Sonnet AI: Bot-free AI meeting assistant that records device audio, transcribes, and generates structured notes and action items across major conferencing apps. 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 Sonnet AI when recruiters documenting candidate interviews with structured templates 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.
Bot-free AI meeting assistant that records device audio, transcribes, and generates structured notes and action items across major conferencing apps.
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
Sonnet AI is an end-to-end AI meeting assistant and notetaker that captures conversations without sending a separate bot into the call. Instead of joining as a visible participant, it records high-quality audio directly from the user's device, which lets it work across Zoom, Google Meet, Microsoft Teams, Slack and Discord without per-platform integrations or plug-ins. Once a meeting ends, Sonnet produces a transcript and a structured set of notes, pulls out action items with potential assignees and deadlines, and stores everything in a searchable conversation database so users can revisit past discussions. It offers a template gallery aimed at specific contexts such as sales, recruiting, legal and medical meetings, along with customizable note layouts that support elements like tables and concept maps. Additional features include meeting reminders and preparation tools, participant relationship tracking, and the ability to keep CRM records updated from meeting content. It is designed for professionals and teams who want hands-free note capture and reliable post-meeting follow-up without disrupting the flow of a live conversation. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Sonnet AI is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Sonnet AI |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Bot-free recording that captures device audio without joining the call as a participant |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Automatic transcription with AI-generated structured notes |
| Team usage | Recording and transcription of phone calls and in-person meetings | Action item extraction with assignees and deadlines |
| Integrations | Mobile app for capturing in-person meetings | Template gallery for sales, recruiting, legal, medical and other meeting types |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Searchable database of past conversations |
| Best-fit workflow | Client mood and sentiment insights | Works across Zoom, Google Meet, Microsoft Teams, Slack and Discord |
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.
Sonnet AI
Choose Sonnet AI if you need sales reps capturing call notes and follow-ups without a bot in the room — strengths include no visible bot joins the meeting, which can feel less intrusive to participants.
FinMate AI
Sonnet AI
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Sonnet AI is strong for sales reps capturing call notes and follow-ups without a bot in the room. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Sonnet AI 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.
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