FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. TranscribeAudio: A Chrome extension that transcribes any browser tab's audio into a live, floating real-time caption overlay using OpenAI's Whisper-based speech recognition. 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 TranscribeAudio when transcribing online lectures, courses, and webinars for study notes matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
A Chrome extension that transcribes any browser tab's audio into a live, floating real-time caption overlay using OpenAI's Whisper-based speech recognition.
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
TranscribeAudio is a Chrome browser extension that captures the audio playing in any browser tab and turns it into real-time text, displayed in a repositionable floating caption overlay while you keep working. It is aimed at people who want live captions and transcripts for online meetings, lectures, courses, podcasts, webinars, and videos. Because it works from tab audio rather than joining calls as a meeting bot, it can transcribe Zoom, Google Meet, YouTube, Vimeo, and essentially any site with audio or video without sending notifications into the call. Transcription is powered by OpenAI's Whisper-based speech recognition, which the company says handles accents, background noise, and specialized terminology, and supports over 50 languages. Setup is a three-step flow: install from the Chrome Web Store, sign in, then click Start Transcribing on a tab. Finished transcripts can be exported as text files for notes, summaries, or sharing, with cloud storage listed as an upcoming feature. The product offers a free tier with paid upgrades for more usage, languages, and faster transcription.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); TranscribeAudio is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | TranscribeAudio |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Real-time, live transcription of any browser tab's audio |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Repositionable floating caption overlay that stays on screen while you work |
| Team usage | Recording and transcription of phone calls and in-person meetings | Tab-audio capture that works without joining meetings as a bot |
| Integrations | Mobile app for capturing in-person meetings | OpenAI Whisper-based speech recognition across 50+ languages |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Compatibility with YouTube, Zoom, Google Meet, Vimeo, and any audio/video site |
| Best-fit workflow | Client mood and sentiment insights | Export of transcripts as TXT files for notes and sharing |
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.
TranscribeAudio
Choose TranscribeAudio if you need generating live captions and transcripts for zoom and google meet calls without a bot — strengths include captures meeting and video audio without a visible bot joining the call.
FinMate AI
TranscribeAudio
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while TranscribeAudio is strong for generating live captions and transcripts for zoom and google meet calls without a bot. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and TranscribeAudio 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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