FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. StenoAI: Open-source desktop app that records, transcribes, and summarizes meetings entirely on-device with no bots, subscriptions, or cloud processing. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and StenoAI when generating diarized live transcripts during zoom, teams, or meet calls on a mac matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
Open-source desktop app that records, transcribes, and summarizes meetings entirely on-device with no bots, subscriptions, or cloud processing.
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
StenoAI (Steno) is an open-source desktop application that records meetings, transcribes them in real time, and generates AI-powered summaries while keeping all data local on the user's device. It positions itself as a privacy-first meeting notes tool with no cloud processing, no subscriptions, and no bots joining calls, and it is distributed under the MIT license with an actively maintained release history (v0.5.4 in June 2026). On Apple Silicon it can use the Parakeet TDT v3 model for live transcription, and it also supports Whisper models, capturing both system audio and microphone input via a native Core Audio Tap on recent macOS versions so it works across platforms like Zoom, Teams, Meet, Discord, and phone calls without OAuth integrations. During recording it shows live speaker labels distinguishing the user from others, and it supports 25 European languages for live transcription with up to 99 languages available via Whisper after recording. Summaries are produced with local LLMs through Ollama (for example Llama 3.2, Gemma, or Qwen), with optional remote Ollama server support to run larger models on a separate machine, and both transcripts and summaries can be exported as editable Markdown. A Windows build is in alpha alongside the primary macOS app. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); StenoAI is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | StenoAI |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | On-device transcription with Parakeet TDT v3 (Apple Silicon) or Whisper models |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | System audio and microphone capture via native Core Audio Tap (no bots) |
| Team usage | Recording and transcription of phone calls and in-person meetings | Real-time on-screen speaker labels distinguishing you from others |
| Integrations | Mobile app for capturing in-person meetings | Local LLM summaries through Ollama, with remote Ollama server support |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | 25 European languages live, up to 99 languages via Whisper after recording |
| Best-fit workflow | Client mood and sentiment insights | Markdown export of transcripts and summaries |
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.
StenoAI
Choose StenoAI if you need capturing and summarizing confidential meetings without sending audio to the cloud — strengths include fully local, bot-free capture with no cloud processing or subscriptions for core use.
FinMate AI
StenoAI
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while StenoAI is strong for capturing and summarizing confidential meetings without sending audio to the cloud. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and StenoAI 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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