FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. VoiceType: An AI speech-to-text dictation app for Mac and Windows that turns spoken input into auto-formatted, edited text inside any app. 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 VoiceType when writing notes, documentation, and journaling faster than typing 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.
An AI speech-to-text dictation app for Mac and Windows that turns spoken input into auto-formatted, edited text inside any app.
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
VoiceType is an AI-powered speech-to-text dictation tool for Mac and Windows that lets you write by speaking instead of typing. It runs across your existing apps — including Slack, Google Docs, Notion, Outlook, Microsoft Teams, and Trello — and inserts your dictated words as polished text directly into whatever field you're working in. Rather than producing a raw transcript, it adds punctuation, corrects grammar, and auto-formats rambling speech into structured writing, with tone matching that adapts the output to the context (for example, a formal email versus a casual chat message). It supports a wide range of languages with automatic detection and handles accents and noisy environments, and includes a whisper mode for speaking quietly. It is built for individual productivity rather than recording multi-party calls: people use it for emails, notes, documentation, journaling, and capturing meeting notes by voice. It is aimed at professionals such as writers, founders, developers, and other knowledge workers who want to draft text faster than they can type.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); VoiceType is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | VoiceType |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | AI speech-to-text dictation that types your spoken words into any app |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Automatic formatting, punctuation, and grammar correction of spoken input |
| Team usage | Recording and transcription of phone calls and in-person meetings | Tone matching that adapts output style to the app or context |
| Integrations | Mobile app for capturing in-person meetings | Cross-app compatibility (Slack, Google Docs, Notion, Outlook, Microsoft Teams, Trello, and more) |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Multilingual support with automatic language detection across many languages |
| Best-fit workflow | Client mood and sentiment insights | Whisper mode and noise/accent handling for varied speaking conditions |
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.
VoiceType
Choose VoiceType if you need drafting emails and chat messages by voice in apps like outlook, slack, and teams — strengths include works inside existing apps so it fits into current workflows without copy-paste.
FinMate AI
VoiceType
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while VoiceType is strong for drafting emails and chat messages by voice in apps like outlook, slack, and teams. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and VoiceType 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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