FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. VoiceToNotes: AI transcription and dictation tool that captures voice and conversations via the device microphone and turns them into formatted, organized notes. The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and VoiceToNotes when transcribing in-person meetings via a phone or laptop microphone 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.
AI transcription and dictation tool that captures voice and conversations via the device microphone and turns them into formatted, organized 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
VoiceToNotes is an AI transcription and voice-to-text tool that converts spoken audio into formatted, organized notes. Rather than sending a bot into a video call, it captures audio through the device microphone, making it usable for dictation, voice memos and in-person or device-side meeting transcription on phones, computers and tablets. It provides real-time speech-to-text and applies AI processing on top of the raw transcript, including grammar correction and formatting, automatic extraction of action items, and organization of notes into collections and folders so they remain searchable later. The tool supports transcription across more than 20 languages, which makes it usable for multilingual users and globally distributed teams. Because it relies on direct microphone capture rather than meeting-bot integrations, it appeals to users who prioritize a simple, private workflow and want to avoid adding a visible participant to their calls. VoiceToNotes serves a broad audience including students, business professionals, healthcare workers and writers who need to turn spoken content into clean written notes. Mobile apps are available on iOS and Android in addition to its web experience. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); VoiceToNotes is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | VoiceToNotes |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Real-time voice-to-text transcription via device microphone |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | AI grammar correction and automatic formatting |
| Team usage | Recording and transcription of phone calls and in-person meetings | Automatic action item extraction |
| Integrations | Mobile app for capturing in-person meetings | Note organization into collections and folders |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Support for 20+ languages |
| Best-fit workflow | Client mood and sentiment insights | iOS and Android apps plus web access |
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.
VoiceToNotes
Choose VoiceToNotes if you need dictating notes and voice memos that auto-format into clean text — strengths include simple, microphone-based capture with no bot joining calls.
FinMate AI
VoiceToNotes
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while VoiceToNotes is strong for dictating notes and voice memos that auto-format into clean text. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and VoiceToNotes is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Sure. Running both makes sense when their strengths don't overlap and the budget allows.
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