FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. TongueType: TongueType is a privacy-focused macOS voice dictation app that turns speech into text on-device using a local Whisper AI model. 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 TongueType when transcribing recorded audio or video files locally, such as meeting or interview recordings 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.
TongueType is a privacy-focused macOS voice dictation app that turns speech into text on-device using a local Whisper AI model.
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
TongueType is a voice dictation application for macOS that converts speech to text entirely on-device using a locally-run Whisper AI model, so audio never leaves the Mac. It lives in the menu bar with no dock icon, and works as a press-to-talk input method: the user holds a configurable hotkey (or uses a double-tap latch), speaks, and the transcribed text is inserted at the cursor in any application that accepts text input. Beyond live dictation, it can transcribe audio and video files (such as WAV, MP3, MP4, and MOV). It supports multiple languages including English, Spanish, French, German, Japanese, Chinese, and Korean, with automatic language detection, plus customizable post-processing rules, overlay appearance, and microphone options. Preferences can sync across Macs via iCloud. It requires macOS 14+ on Apple Silicon (M1 or later). The app is aimed at people who want faster text entry than typing, professionals needing quick transcription, and users with typing difficulties (arthritis, RSI, tremor, and similar accessibility needs).
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); TongueType is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | TongueType |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | On-device speech-to-text using a local Whisper AI model (no cloud) |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Press-to-talk hotkey dictation with double-tap latch, inserting text at the cursor in any app |
| Team usage | Recording and transcription of phone calls and in-person meetings | Audio and video file transcription (WAV, MP3, MP4, MOV) |
| Integrations | Mobile app for capturing in-person meetings | Multi-language support with automatic language detection (English, Spanish, French, German, Japanese, Chinese, Korean, and more) |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Customizable post-processing rules, overlay appearance, and microphone options |
| Best-fit workflow | Client mood and sentiment insights | iCloud sync of preferences across multiple Macs |
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.
TongueType
Choose TongueType if you need dictating text into any macos application instead of typing — strengths include fully on-device processing with no servers or accounts, strong for privacy.
FinMate AI
TongueType
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while TongueType is strong for dictating text into any macos application instead of typing. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and TongueType is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Often yes: teams combine tools when one handles capture and another handles analysis.
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