FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Upheal: Upheal is an AI-native EHR for mental health therapists that records and transcribes sessions to auto-generate clinical progress notes. 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 Upheal when group practices standardizing documentation and compliance across multiple clinicians 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.
Upheal is an AI-native EHR for mental health therapists that records and transcribes sessions to auto-generate clinical progress 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
Upheal is an AI-native electronic health record (EHR) platform built specifically for mental health therapists and behavioral health practices. It records and transcribes therapy sessions and then generates clinical progress notes formatted to a chosen template, typically within about a minute. Sessions can be captured through Upheal's built-in HIPAA-compliant telehealth video, in-person audio recording, dictation, or by uploading pre-recorded audio files; transcription supports multiple languages including English, Spanish, Portuguese, German, French, Italian, Mandarin, and Hindi. The platform offers numerous note formats such as SOAP, DAP, BIRP, GIRP, EMDR, intake, and mental status exam, plus customizable sections. Beyond documentation, it provides scheduling, client intake forms, billing and superbills, secure messaging, and compliance checking. A browser extension transfers notes into other EHRs and works alongside telehealth tools like Zoom and Google Meet. By default, audio recordings are deleted after transcription unless saved. It is aimed at solo therapists, group practices, and virtual care providers.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Upheal is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Upheal |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | AI-generated clinical progress notes in formats like SOAP, DAP, BIRP, and GIRP with customizable templates |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Session capture via built-in HIPAA-compliant telehealth video, in-person audio, dictation, or uploaded recordings |
| Team usage | Recording and transcription of phone calls and in-person meetings | Multi-language transcription (English, Spanish, Portuguese, German, French, Italian, Mandarin, Hindi) |
| Integrations | Mobile app for capturing in-person meetings | Browser extension to transfer notes into other EHRs and use alongside Zoom and Google Meet |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Integrated practice management: scheduling, intake forms, billing/superbills, and secure messaging |
| Best-fit workflow | Client mood and sentiment insights | Automatic deletion of audio recordings after transcription unless explicitly saved |
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.
Upheal
Choose Upheal if you need therapists automating clinical progress notes after telehealth or in-person sessions — strengths include purpose-built for therapists with clinically structured note templates rather than generic meeting summaries.
FinMate AI
Upheal
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Upheal is strong for therapists automating clinical progress notes after telehealth or in-person sessions. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Upheal is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Yes. Many teams run more than one meeting assistant when the workflows are complementary.
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