FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Voibe: Voibe is a private, offline AI dictation app for Apple Silicon Macs that converts speech to text on-device and inserts it into any app via a hold-to-speak hotkey. This comparison weighs them on pricing, features, and everyday workflow fit.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and Voibe when writing prompts and queries into ai tools like chatgpt and claude by voice 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.
Voibe is a private, offline AI dictation app for Apple Silicon Macs that converts speech to text on-device and inserts it into any app via a hold-to-speak hotkey.
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
Voibe is a Mac dictation app that turns speech into text entirely on-device, so audio never leaves the machine. Built for Apple Silicon Macs (M1 through M4) running macOS 13 or later, it runs optimized OpenAI Whisper models locally and works with no internet connection. You hold a hotkey (such as the Fn key), speak, and release; Voibe transcribes the audio and inserts the resulting text directly into whatever app is focused. It works system-wide across Mail, Notes, browsers, Slack, VS Code, ChatGPT, Claude and other text fields, rather than in a single dedicated window. The app supports a custom dictionary for names, jargon and technical vocabulary, plus smart punctuation. Because everything is processed locally and the audio is discarded after transcription, it is positioned for professionals handling confidential or NDA-protected work, including lawyers, consultants and developers. Voibe is a voice-to-text dictation tool focused on fast, accurate, private text entry; it is not a meeting recorder or conversation-intelligence platform. A Windows version is on a waitlist.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Voibe is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Voibe |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Automatic smart punctuation |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Fully on-device speech-to-text using OpenAI Whisper models optimized for Apple Silicon (no cloud upload) |
| Team usage | Recording and transcription of phone calls and in-person meetings | Hold-to-speak hotkey that inserts dictated text into any app's focused text field |
| Integrations | Mobile app for capturing in-person meetings | Works offline with no internet connection required |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Custom dictionary for names, jargon, and technical vocabulary |
| Best-fit workflow | Client mood and sentiment insights | System-wide compatibility across Mail, Notes, browsers, Slack, VS Code, ChatGPT and more |
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.
Voibe
Choose Voibe if you need dictating emails, messages, and long-form documents directly into any mac app — strengths include strong privacy posture: transcription happens locally and audio is discarded, so no data leaves the mac.
FinMate AI
Voibe
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Voibe is strong for dictating emails, messages, and long-form documents directly into any mac app. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Voibe 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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