FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Voicit: Spanish-first, bot-free AI tool that records, transcribes, and summarizes meetings in Spanish plus Catalan, Basque, and more. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and Voicit when consulting and client meetings needing spanish-language summaries 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.
Spanish-first, bot-free AI tool that records, transcribes, and summarizes meetings in Spanish plus Catalan, Basque, and more.
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
Voicit is a Spanish startup, founded in Barcelona, that records, transcribes, and summarizes meetings and interviews using AI, with Spanish as its primary language rather than an English tool adapted afterward. It captures audio from phone calls, video calls, or in-person conversations and then identifies speakers, key topics, agreements, and pending tasks before generating an executive summary. Voicit is bot-free: it does not join meetings as a participant and does not send automatic emails to attendees, so recording remains discreet. It supports up to eight languages, including Spanish, English, French, Italian, German, Portuguese, Catalan, and Basque, which makes it notable for Spanish-speaking and multilingual Iberian teams. Capture options are flexible: a Chrome extension handles video calls, the browser and a laptop microphone can record in-person meetings, and Voicit also offers a physical recorder for interviews and in-room meetings. The platform is aimed at Spanish-speaking teams in Spain and Latin America, with particular relevance to HR, recruiting, and consulting workflows, and it positions itself as a discreet, language-native alternative to English-centric meeting tools. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Voicit is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Voicit |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Spanish-first transcription with support for 8 languages including Catalan and Basque |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | Bot-free, discreet recording without joining as a participant |
| Team usage | Recording and transcription of phone calls and in-person meetings | Speaker identification and detection of topics, agreements, and tasks |
| Integrations | Mobile app for capturing in-person meetings | AI-generated executive summaries |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | Chrome extension plus browser/laptop microphone capture |
| Best-fit workflow | Client mood and sentiment insights | Optional physical recorder for interviews and in-room meetings |
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.
Voicit
Choose Voicit if you need spanish-speaking hr and recruiting teams transcribing interviews — strengths include built in barcelona with spanish as the native language and catalan/basque support.
FinMate AI
Voicit
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Voicit is strong for spanish-speaking hr and recruiting teams transcribing interviews. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Voicit is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Yes. Many teams run more than one meeting assistant when the workflows are complementary.
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