FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. VoiceboxMD: VoiceboxMD is a medical dictation and AI scribe platform that turns physician speech and doctor-patient conversations into structured 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 VoiceboxMD when generating ehr-ready soap notes from in-person or telehealth conversations matters most. Run both through a week of actual calls to see which suits your workflow.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
VoiceboxMD is a medical dictation and AI scribe platform that turns physician speech and doctor-patient conversations into structured 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
VoiceboxMD is a cloud-based medical dictation and AI scribe platform built for physicians, nurse practitioners, and other clinicians. It converts spoken words into clinical text in real time using speech recognition trained on medical terminology, drug names, diagnostic codes, and clinical abbreviations. Beyond solo dictation into an EHR, its ambient AI scribe can listen to in-person or telehealth encounters over Zoom, Microsoft Teams, or Doxy.me, separate the clinician's voice from the patient's, and produce structured SOAP, H&P, DAP, or custom-template notes with suggested CPT and ICD-10 codes. Audio can be captured through real-time ambient listening or by uploading recorded files, depending on plan. It runs on Windows, macOS (including Apple Silicon), and iOS, and is EHR-agnostic, working with systems such as Epic, Cerner, Athenahealth, eClinicalWorks, and Practice Fusion, plus apps like Word and Outlook. The service is HIPAA-compliant, encrypts data in transit and at rest, deletes audio after processing, and includes a Business Associate Agreement on every plan.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); VoiceboxMD is a free tier with paid upgrades (paid). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | VoiceboxMD |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Ambient AI scribe that listens to in-person and telehealth encounters and generates structured notes |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Real-time medical speech-to-text dictation trained on clinical terminology |
| Team usage | Recording and transcription of phone calls and in-person meetings | Automatic SOAP, H&P, and DAP note generation with custom templates |
| Integrations | Mobile app for capturing in-person meetings | CPT and ICD-10 billing code suggestions plus superbill creation |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | EHR-agnostic integration (Epic, Cerner, Athenahealth, eClinicalWorks, Practice Fusion) |
| Best-fit workflow | Client mood and sentiment insights | Cross-platform support on Windows, macOS, and iOS with audio file upload |
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.
VoiceboxMD
Choose VoiceboxMD if you need physicians documenting patient visits hands-free during or after encounters — strengths include combines solo dictation and ambient conversation capture in one platform.
FinMate AI
VoiceboxMD
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while VoiceboxMD is strong for physicians documenting patient visits hands-free during or after encounters. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and VoiceboxMD 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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