FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. VetRec: VetRec is an AI scribe for veterinarians that records consultations and automatically generates SOAP notes and clinical documentation. 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 VetRec when producing discharge instructions, treatment plans, and referral letters from a single visit recording matters most. Try them side by side on real calls before deciding — needs vary by team.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
VetRec is an AI scribe for veterinarians that records consultations and automatically generates SOAP notes and clinical documentation.
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
VetRec is a purpose-built AI scribe for veterinary professionals that automates clinical documentation. During an appointment, the clinician taps to record the spoken consultation ambiently, and VetRec transcribes the conversation and generates structured SOAP notes, discharge instructions, treatment plans, referral letters, and phone-call notes in seconds. It offers a library of customizable templates spanning general practice, emergency, exotics, equine, dental, surgery, and other specialties, plus a Record Recap feature that summarizes lengthy patient histories. VetRec is available as a web application and as iOS and Android apps, with offline recording that syncs once back online, suiting both exam-room and field use such as farm calls. It integrates with practice information management systems (PiMS) via a one-click sync, and supports multi-pet appointments. The company states it holds SOC 2 Type II, HIPAA, and GDPR compliance. VetRec is aimed at veterinarians, technicians, relief/locum vets, students, and nonprofit animal-welfare organizations seeking to reduce documentation time and administrative burden.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); VetRec is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | VetRec |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Ambient one-tap recording with AI-generated SOAP notes in seconds |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Customizable templates across veterinary specialties (GP, ER, exotics, equine, dental, surgery) |
| Team usage | Recording and transcription of phone calls and in-person meetings | Additional document generation: discharge instructions, treatment plans, referral letters, phone-call notes |
| Integrations | Mobile app for capturing in-person meetings | Offline recording that syncs when back online |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | One-click sync to practice information management systems (PiMS) |
| Best-fit workflow | Client mood and sentiment insights | Web, iOS, and Android applications |
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.
VetRec
Choose VetRec if you need generating soap notes and medical records from ambient consultation recordings — strengths include purpose-built for veterinary workflows and terminology rather than a generic scribe.
FinMate AI
VetRec
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while VetRec is strong for generating soap notes and medical records from ambient consultation recordings. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and VetRec is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
You can — some teams pair them when each covers a different part of the meeting workflow.
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