FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Supanote: Supanote is an AI scribe that transcribes therapy sessions and automatically generates structured, compliant clinical progress notes for mental health professionals. 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 Supanote when reducing manual documentation time for solo and small mental health practices matters most. Run both through a week of actual calls to see which suits your workflow.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
Supanote is an AI scribe that transcribes therapy sessions and automatically generates structured, compliant clinical progress notes for mental health professionals.
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
Supanote is an AI-powered clinical documentation assistant built for mental health professionals such as therapists, psychologists, social workers, counselors, and coaches. It captures session content by recording live sessions, accepting uploaded audio files, or taking voice dictation, then auto-transcribes the audio with automatic language detection across many languages. From the transcript, it generates structured progress notes in standard clinical formats including SOAP, DAP, GIRP, BIRP, and SIRP, along with intake and custom note types. Supanote is designed for both in-person and telehealth sessions, and notes can be copied or downloaded into leading electronic health record (EHR) systems; the site lists integrations or compatibility with platforms such as SimplePractice, TherapyNotes, Valant, Tebra, DrChrono, ICANotes, and Carepatron. The company emphasizes data security and healthcare compliance, stating end-to-end encryption, secure storage, and HIPAA, PHIPA, PIPEDA, and GDPR alignment, with recordings deleted after transcription. It is aimed at individual clinicians and small mental health practices seeking to reduce documentation time.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Supanote is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Supanote |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Records, uploads, or dictates session audio for note creation |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Automatic transcription with multi-language detection |
| Team usage | Recording and transcription of phone calls and in-person meetings | Generates structured clinical notes (SOAP, DAP, GIRP, BIRP, SIRP, intake, custom) |
| Integrations | Mobile app for capturing in-person meetings | Compatibility with leading EHR systems via copy or download |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Support for both in-person and telehealth sessions |
| Best-fit workflow | Client mood and sentiment insights | Security and compliance posture stated as HIPAA, PHIPA, PIPEDA, and GDPR |
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.
Supanote
Choose Supanote if you need therapists generating compliant progress notes from recorded sessions — strengths include purpose-built for mental health clinical documentation rather than generic notes.
FinMate AI
Supanote
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Supanote is strong for therapists generating compliant progress notes from recorded sessions. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Supanote is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
You can — some teams pair them when each covers a different part of the meeting workflow.
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