FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Tana: AI workspace with a bot-less meeting notetaker that transcribes and summarizes meetings directly into a connected knowledge base. 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 Tana when turning meeting notes into linked tasks and project knowledge 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.
AI workspace with a bot-less meeting notetaker that transcribes and summarizes meetings directly into a connected knowledge base.
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
Tana is an AI-native workspace that combines outlining, knowledge management, and a built-in meeting notetaker. Its Meeting Notetaker captures, transcribes, and summarizes meetings without requiring a bot to join the call; instead, it records computer system audio directly from the desktop app, which means it works across Zoom, Google Meet, Teams, and even in-person meetings, lectures, and interviews started on the computer. On Mac, Tana can detect when a meeting link is opened and offer to start transcribing immediately. Once captured, transcripts and summaries flow directly into the Tana workspace, where the AI can extract action items and push them to task boards, link the meeting to relevant people and projects, and surface notes where they are needed. It supports many languages with automatic detection and is available on Mac and Windows desktop apps. Tana is aimed at professionals and teams who want their meeting notes to become structured, connected knowledge rather than isolated transcripts, integrating capture with an ongoing personal or team knowledge system. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Tana is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Tana |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Bot-less meeting capture using computer system audio |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Transcription and AI summaries for online and in-person meetings |
| Team usage | Recording and transcription of phone calls and in-person meetings | Action items pushed directly to task boards in the workspace |
| Integrations | Mobile app for capturing in-person meetings | Links meeting notes to relevant people and projects |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Automatic meeting detection on Mac |
| Best-fit workflow | Client mood and sentiment insights | 60+ language support with automatic detection |
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.
Tana
Choose Tana if you need transcribing and summarizing meetings without a bot in the call — strengths include captures meetings without adding a bot to the call.
FinMate AI
Tana
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Tana is strong for transcribing and summarizing meetings without a bot in the call. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Tana 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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