FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Twofold Health: An AI medical scribe that captures clinical conversations from in-person and telehealth sessions and generates formatted clinical notes. Below, they line up on price, capture method, and how each fits a real meeting stack.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and Twofold Health when telehealth providers capturing and documenting zoom, doxy, or google meet visits matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
An AI medical scribe that captures clinical conversations from in-person and telehealth sessions and generates formatted clinical notes.
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
Twofold Health is an AI medical scribe for clinicians that listens to patient encounters and automatically drafts structured clinical documentation. It captures audio from in-person visits or telehealth sessions on Zoom, Doxy, Google Meet, and other video platforms, and also supports dictating a summary, uploading an existing recording, or uploading handwritten notes via OCR. From the captured audio it produces formatted notes in formats such as SOAP, DAP, BIRP, GIRP, intake, History and Physical, discharge summaries, progress notes, treatment plans, and referral letters. An in-app assistant can answer progress questions, suggest ICD/CPT codes, and generate homework ideas. It runs in any modern browser on macOS, Windows, or Linux, with native iOS and Android apps, and works with EHR systems including Epic, Cerner, Athena, and SimplePractice. Twofold is HIPAA compliant, provides a signed Business Associate Agreement, and states it does not use audio, transcripts, notes, or PHI to train AI models. It targets mental and behavioral health, primary care, psychiatry, and allied health providers.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Twofold Health is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Twofold Health |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Captures audio from in-person visits and telehealth platforms (Zoom, Doxy, Google Meet) |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Generates formatted clinical notes (SOAP, DAP, BIRP, GIRP, intake, H&P, discharge, progress notes) |
| Team usage | Recording and transcription of phone calls and in-person meetings | Multiple capture modes: live session, dictated summary, audio upload, and handwritten-note OCR |
| Integrations | Mobile app for capturing in-person meetings | In-app assistant for progress questions, ICD/CPT code suggestions, and homework ideas |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Works across browser (macOS, Windows, Linux) plus native iOS and Android apps |
| Best-fit workflow | Client mood and sentiment insights | EHR compatibility including Epic, Cerner, Athena, and SimplePractice |
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.
Twofold Health
Choose Twofold Health if you need mental and behavioral health clinicians automating session notes and treatment plans — strengths include hipaa compliant with a signed business associate agreement, and states it does not train ai models on phi.
FinMate AI
Twofold Health
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Twofold Health is strong for mental and behavioral health clinicians automating session notes and treatment plans. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Twofold Health 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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