FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Tali AI: Tali AI is a Canadian-built AI ambient scribe and medical dictation platform that turns patient conversations into structured clinical notes for healthcare providers. 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 Tali AI when clinics auto-populating insurance, disability, and referral forms from encounters 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.
Tali AI is a Canadian-built AI ambient scribe and medical dictation platform that turns patient conversations into structured clinical notes for healthcare providers.
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
Tali AI is an AI-powered clinical documentation platform for healthcare providers. Its Ambient Scribe listens to in-person, virtual, or phone visits and generates structured notes such as SOAP or consult notes from the conversation, without requiring explicit voice commands. It also offers AI medical dictation, where clinicians can speak a summary of a visit and have it converted into a structured note. Tali captures audio through a Chrome extension and desktop use, or via iOS and Android apps that can act as a microphone and sync notes to the desktop; it works with standard headset microphones. Beyond note-taking, Tali can pre-fill structured clinical and insurance forms, surface follow-up actions like referrals, labs, and prescriptions, and provides a medical search feature for medications and conditions. It integrates directly with EMRs/EHRs including Oscar Pro, TELUS Health Med Access, PS Suite, Healthquest, and Practice Fusion, and is positioned for primary care and specialty practices across multiple disciplines.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Tali AI is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Tali AI |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Ambient scribe that auto-generates structured SOAP and consult notes from patient conversations |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | AI medical dictation from spoken visit summaries |
| Team usage | Recording and transcription of phone calls and in-person meetings | Direct integration with EMRs/EHRs including Oscar Pro, Med Access, PS Suite, Healthquest, and Practice Fusion |
| Integrations | Mobile app for capturing in-person meetings | Capture via Chrome extension, desktop, and iOS/Android apps used as a microphone |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Automatic pre-filling of clinical and insurance forms |
| Best-fit workflow | Client mood and sentiment insights | Medical search for medications and conditions plus automatic follow-up task surfacing |
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.
Tali AI
Choose Tali AI if you need family physicians and specialists documenting patient visits hands-free during or after appointments — strengths include purpose-built for clinical workflows with deep emr/ehr integrations.
FinMate AI
Tali AI
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Tali AI is strong for family physicians and specialists documenting patient visits hands-free during or after appointments. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Tali AI is a free tier with paid upgrades. 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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