FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Thoth: Privacy-first macOS app that records, transcribes, and summarizes meetings entirely on-device with no cloud or data leaving the Mac. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and Thoth when users who want offline, private meeting notes on a mac 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.
Privacy-first macOS app that records, transcribes, and summarizes meetings entirely on-device with no cloud or data leaving the Mac.
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
Thoth is a native macOS application, created by Matthieu Veinhard, that records, transcribes, and summarizes meetings entirely on the user's device. It captures both microphone and system audio so it can record both sides of online meetings on platforms such as Zoom, Teams, and Google Meet, and it provides live transcription with on-device speech-to-text. An on-device engine detects and color-codes individual speakers in the transcript, and the app supports a large number of languages via Whisper-based transcription. After a meeting, Thoth extracts notes, action items, and key decisions, and lets users choose between several on-device models or supply their own cloud API key, with an on-device anonymization step that can redact sensitive information before any optional cloud processing. Output can be exported to formats including PDF, Word, Markdown, and timestamped JSON. Because the app has no server and no user database, the company emphasizes that there is nothing to breach or hand over. Thoth requires Apple Silicon and is aimed at privacy-conscious professionals, those handling confidential information, and neurodivergent users who benefit from automatic capture, and it is available on the Mac App Store with an iOS beta in progress. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Thoth is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Thoth |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | 100% local, on-device recording, transcription, and summarization |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Dual-channel capture of microphone and system audio |
| Team usage | Recording and transcription of phone calls and in-person meetings | On-device speaker detection with color-coded transcripts |
| Integrations | Mobile app for capturing in-person meetings | Whisper-based transcription supporting many languages |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | On-device anonymization to redact sensitive content |
| Best-fit workflow | Client mood and sentiment insights | Export to PDF, Word, Markdown, and timestamped JSON |
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.
Thoth
Choose Thoth if you need professionals handling confidential or regulated information — strengths include fully local processing with no cloud requirement and no user database.
FinMate AI
Thoth
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Thoth is strong for professionals handling confidential or regulated information. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Thoth 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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