FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. timeOS: AI that auto-joins calls and delivers notes plus daily briefings 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 timeOS when cross-tool follow-ups 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 that auto-joins calls and delivers notes plus daily briefings
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
timeOS is an AI meeting assistant that automatically captures, transcribes, and summarizes meetings across major conferencing platforms, then routes the resulting notes and action items into the tools teams already use. It positions itself as an AI layer over your workday: beyond producing summaries, it aims to handle follow-through by syncing notes to documents, task managers, and other apps so nothing falls through the cracks after a call. It supports multiple languages and can generate concise recaps that are easy to share with attendees and stakeholders. Because it focuses on automating the post-meeting workflow, timeOS appeals to busy professionals and teams who want notes to flow automatically into their systems rather than copying them by hand. It is typically used for recurring meetings, cross-tool follow-ups, and keeping a searchable record of decisions, with an emphasis on reducing the manual admin that surrounds meetings. Platforms: Zoom / Google Meet / Microsoft Teams. Integrations: Zoom, Google Meet, Microsoft Teams, Notion, Slack. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); timeOS is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | timeOS |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Automatic capture and transcription |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | AI summaries and action items |
| Team usage | Recording and transcription of phone calls and in-person meetings | Sync notes to docs and task tools |
| Integrations | Mobile app for capturing in-person meetings | Multi-language support |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Shareable recaps |
| Best-fit workflow | Client mood and sentiment insights | Automatic capture and transcription |
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.
timeOS
Choose timeOS if you need automated post-meeting workflows — strengths include automates post-meeting follow-up across tools.
FinMate AI
timeOS
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while timeOS is strong for automated post-meeting workflows. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and timeOS 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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