FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Typeless: Typeless is an AI voice dictation app that turns natural speech into polished, ready-to-use text across the apps you already use. 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 Typeless when dictating across productivity and communication apps on desktop and mobile 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.
Typeless is an AI voice dictation app that turns natural speech into polished, ready-to-use text across the apps you already use.
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
Typeless is an AI voice dictation tool that converts spoken words into clean, formatted text in real time. Rather than producing a raw transcript, it cleans up speech as you talk: removing filler words like "um" and "uh," recognizing when you correct yourself mid-sentence and keeping only the final intended wording, and auto-formatting spoken lists and key points into structured text. It adapts tone to context, supports a personal dictionary for custom terms, and lets you edit existing text by selecting it and saying how you want it changed. Typeless captures audio through its app and dictation keyboard and inserts the resulting text directly into whatever you are working in, claiming compatibility across dozens of applications such as Notion, Google Docs, Slack, Gmail, and others. It runs on macOS, Windows, iOS, and Android, and supports 100+ languages with automatic detection plus translation. It is aimed at professionals, writers, students, and developers who want to draft messages, emails, and documents faster than typing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Typeless is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Typeless |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Real-time speech-to-text dictation that inserts directly into other apps |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Automatic filler-word removal and self-correction recognition |
| Team usage | Recording and transcription of phone calls and in-person meetings | Auto-formatting of spoken lists and structured content |
| Integrations | Mobile app for capturing in-person meetings | Context-aware tone adaptation and personal dictionary for custom terms |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Voice commands to edit and revise existing text |
| Best-fit workflow | Client mood and sentiment insights | 100+ language support with automatic detection and translation |
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.
Typeless
Choose Typeless if you need drafting emails, messages, and documents by speaking instead of typing — strengths include cross-platform coverage including macos, windows, ios, and native android.
FinMate AI
Typeless
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Typeless is strong for drafting emails, messages, and documents by speaking instead of typing. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Typeless 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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