FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. VoiceInk: VoiceInk is an open-source macOS dictation app that turns speech into text in any application using local whisper.cpp AI models that run entirely on-device. 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 VoiceInk when dictating prompts and code comments into ai chat tools and editors 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.
VoiceInk is an open-source macOS dictation app that turns speech into text in any application using local whisper.cpp AI models that run entirely on-device.
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
VoiceInk is a native macOS dictation application that converts spoken words into text and inserts them into any app, positioned as an open-source alternative to Superwhisper and Wispr Flow. It runs transcription locally using whisper.cpp Whisper models (and Parakeet via FluidAudio), so voice data stays on the device by default; optionally, you can connect cloud transcription and AI services such as Groq, Deepgram, Cerebras, and Gemini using your own API keys. Users trigger recording with global keyboard shortcuts or push-to-talk, and VoiceInk types the result wherever the cursor sits. Its Power Mode automatically switches transcription and AI-enhancement settings based on the active app or website, while a Personal Dictionary handles custom terminology and text replacements. Enhancement prompts can reformat dictation for email, chat, or social posts, and a later release added the ability to share audio files into the app for transcription. The project is published on GitHub under GPL v3, runs on Apple Silicon Macs (macOS 14.4+), and also offers an iOS version. It suits writers, developers, and professionals who want fast, private hands-free text entry.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); VoiceInk is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | VoiceInk |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Local on-device speech-to-text via whisper.cpp and Parakeet (FluidAudio) Whisper models |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Optional cloud transcription/enhancement through user-supplied API keys (Groq, Deepgram, Cerebras, Gemini) |
| Team usage | Recording and transcription of phone calls and in-person meetings | Global keyboard shortcuts and push-to-talk dictation that inserts text into any app |
| Integrations | Mobile app for capturing in-person meetings | Power Mode: automatic per-app/per-website switching of transcription and AI settings |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Personal Dictionary for custom words, phrases, and text replacements |
| Best-fit workflow | Client mood and sentiment insights | AI enhancement modes (email, chat, posts) and audio-file transcription support |
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.
VoiceInk
Choose VoiceInk if you need hands-free drafting of emails, messages, and documents in any macos app — strengths include transcribes entirely offline by default, keeping voice data on-device for privacy.
FinMate AI
VoiceInk
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while VoiceInk is strong for hands-free drafting of emails, messages, and documents in any macos app. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and VoiceInk 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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