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AI tools

Finmate AI

AI note-taker that summarizes client meetings and syncs notes and action items to the CRM.

Made by FinMate AI Visit Finmate AI's website
Starting priceFrom $39/mo, billed annually
Checked on the vendor's site · Oct 13
Price on their own siteYes
Firm sizeNot assessed yet
Connections listed16 connectionsRedtail, Wealthbox, Salesforce and 13 more. Source and date for each below.
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What their website looks like

Screenshot of Finmate AI's homepage
Finmate AI's homepage, as it appeared on Oct 14. Screenshot of the public page, taken by AdvisorShelf. Visit the page. Screens of the product itself come from the vendor once it claims this profile.

Pricing

PlanPriceBilling
Standard, billed annually $39/mo, billed annually
per month, billed annually
 Billed annually
Unlimited hours per month.
Standard, billed monthly $50/mo, billed monthly
per month, billed monthly
 Billed monthly
Unlimited hours per month.

Enterprise plan: custom price, contact sales

Free trial offered (Start Free Trial)

Source: FinMate AI pricing page. Checked on the vendor's site, Oct 13.

Where Finmate AI sits on price

Finmate AIOther AI tools

Cheapest plan for one person, per month (our sum from each price page). 16 of 30 AI tools have a US-dollar price we can put per person.

CaddiFreeContioFreeFathomFreeFirefliesFreeGrainFreeSynopsist$25/moMunin$29/moFinmate AI$39/moVega$42/moKnapsack$50/moYourStake$50/moHazel$60/moZocks$67/moFocal$100/moJump$100/moDataDasher$120/mo

Price changes

No price changes recorded yet. We last checked on Oct 13.

What it connects to

At a glance: which way data moves

Data inData outTwo-way

Data comes in from

Nothing the vendor says sends data in
Finmate AI16 connections listed

Data goes out to

RedtailWealthboxSalesforcePractifiXLR8Salentica ElementsPreciseFpeMoney (via PreciseFP)and 5 more below
Direction not stated
Zinnia SmartOfficeHubSpot
Listed, no detail
Invent
Redtail
Checked on the vendor's site
  • Data out: notes, tasks, events and workflow starts
Source: FinMate AI Notetaker page. Checked Oct 13.
Wealthbox
Checked on the vendor's site
  • Data out: notes, tasks, events and workflow starts
Source: FinMate AI Notetaker page. Checked Oct 13.
Salesforce
Checked on the vendor's site
  • Data out: notes, tasks, events and workflow starts
Source: FinMate AI Notetaker page. Checked Oct 13.
Practifi
Checked on the vendor's site
  • Data out: notes, tasks, events and workflow starts
Source: FinMate AI Notetaker page. Checked Oct 13.
XLR8
Checked on the vendor's site
  • Data out: notes, tasks, events and workflow starts
Source: FinMate AI Notetaker page. Checked Oct 13.
Salentica Elements
Checked on the vendor's site
  • Data out: notes, tasks, events and workflow starts
Source: FinMate AI Notetaker page. Checked Oct 13.
Zinnia SmartOffice
Checked on the vendor's site
  • Direction not stated: connection named, data moved not described
Source: FinMate AI Notetaker page. Checked Oct 13.
HubSpot
Checked on the vendor's site
  • Direction not stated: connection named, data moved not described
Source: FinMate AI Notetaker page. Checked Oct 13.
eMoney (via PreciseFP)
Checked on the vendor's site
  • Data out: client financial data, connected via PreciseFp
Source: FinMate AI Notetaker page. Checked Oct 13.
MoneyGuidePro (via PreciseFP)
Checked on the vendor's site
  • Data out: client financial data, connected via PreciseFp
Source: FinMate AI Notetaker page. Checked Oct 13.
RightCapital (via PreciseFP)
Checked on the vendor's site
  • Data out: client financial data, connected via PreciseFp
Source: FinMate AI Notetaker page. Checked Oct 13.
Income Lab (via PreciseFP)
Checked on the vendor's site
  • Data out: client financial data, connected via PreciseFp
Source: FinMate AI Notetaker page. Checked Oct 13.
Holistiplan (via PreciseFP)
Checked on the vendor's site
  • Data out: client financial data, connected via PreciseFp
Source: FinMate AI Notetaker page. Checked Oct 13.
Asset-Map (via PreciseFP)
Checked on the vendor's site
  • Data out: client financial data, connected via PreciseFp
Source: FinMate AI Notetaker page. Checked Oct 13.

Other software it connects to

Portfolio, reporting, email, calendar and similar tools FinMate AI lists.

Invent
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: FinMate AI Notetaker page. Checked Oct 13.
PreciseFp
Checked on the vendor's site
  • Data out: client financial data sent to the connected planning software
Source: FinMate AI Notetaker page. Checked Oct 13.

Leaving later

We haven't read FinMate AI's site for export instructions yet.Not checked yet

Fits best if

Our judgement

We haven't assessed fit for Finmate AI yet.

We judge fit against written criteria (team size, custodian, workflow needs), never against who pays us.

Similar tools

Compare Finmate AI with another tool

Same category (firm size not assessed yet), cheapest for one person first. Paying vendors are never moved up.

Caddi
Free plan
Checked on the vendor's site · Oct 13
Attio · Listed, no detail given checkedHubSpot · Listed, no detail given checkedPractifi · Listed, no detail given checkedSalesforce · Listed, no detail given checkedWealthbox · Listed, no detail given checkedand 1 more on the profile
View profile
Contio
Free plan
Checked on the vendor's site · Oct 13
Salesforce · Data in and out checked
View profile
Fathom
Free plan
Checked on the vendor's site · Oct 13
Salesforce · Data out checkedHubSpot · Data out checked
View profile
Fireflies
Free plan
Checked on the vendor's site · Oct 13
Redtail · Listed, no detail given checkedWealthbox · Data out checkedSalesforce · Data link, direction not stated checkedHubSpot · Listed, no detail given checkedMicrosoft Dynamics 365 · Data out checkedand 9 more on the profile
View profile

Corrections

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