FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Spinach: AI meeting assistant that joins Zoom, Google Meet, Teams, and Webex calls to record, transcribe, summarize, capture action items, and push updates to tools like Slack and Jira. 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 Spinach when generating engineering standup and sprint updates and syncing tasks to jira or linear 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.
AI meeting assistant that joins Zoom, Google Meet, Teams, and Webex calls to record, transcribe, summarize, capture action items, and push updates to tools like Slack and Jira.
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
Spinach (Spinach AI, by StayIn, Inc.) is an AI meeting assistant that joins video calls on Zoom, Google Meet, Microsoft Teams, Webex, and Slack Huddles to record, transcribe, and summarize discussions, with transcription support across roughly 100 languages. It captures meeting notes, decisions, and action items, then automates follow-up by drafting recaps and pushing updates into connected tools. Integrations include Slack, Jira, Asana, Linear, Notion, Trello, ClickUp, Monday.com, and Confluence, plus CRMs such as Salesforce, HubSpot, Attio, and Zoho. It offers role-specific outputs (for example PRD drafts for product managers and sprint planning support for engineering teams) and an "Ask Spinach" AI assistant for querying meeting content. The free Starter plan offers unlimited meeting recording and transcription with basic AI summaries and calendar/Slack integration (7-day recording retention), while advanced AI, Ask Spinach, and project-management/CRM integrations require a paid plan. Spinach maintains SOC 2 Type II, GDPR, and HIPAA compliance.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Spinach is from $0/mo (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Spinach |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Meeting recording & transcription |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | AI summaries & action items |
| Team usage | Recording and transcription of phone calls and in-person meetings | Project tool & CRM integrations |
| Integrations | Mobile app for capturing in-person meetings | Ask Spinach assistant |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | 100-language support |
| Best-fit workflow | Client mood and sentiment insights | Meeting recording & transcription |
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.
Spinach
Choose Spinach if you need automatically taking and sharing notes, summaries, and action items from team meetings — strengths include free starter plan offers unlimited meeting recording, transcription, and basic ai summaries.
FinMate AI
Spinach
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Spinach is strong for automatically taking and sharing notes, summaries, and action items from team meetings. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Spinach is from $0/mo. Check each vendor's pricing page for the latest plans and free-tier limits.
Sure. Running both makes sense when their strengths don't overlap and the budget allows.
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