FinMate AI

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Finance & Trading AI ipad view in mac

About this Tool

FinMate AI

AI for Financial Advisors, by Financial Advisors

Automate your Financial Advisory note taking, now on the go! FinMate AI records your meetings.

With

AI for Financial Advisors, by Financial Advisors

Automate your Financial Advisory note taking, now on the go! FinMate AI records your meetings.

With the FinMate App, you can have FinMate take notes for your in person meetings.

Your data is secured, backed by our SOC2 Certification.

* Record with one tap
* Review and Playback
* Control your event list

Terms of Use(EULA) – https://www.apple.com/legal/internet-services/itunes/dev/stdeula/
Privacy Policy – https://www.finmate.ai/privacy

Pros & Cons

✓ Pros

✓Strong security and compliance posture
✓Mobile apps for iOS and Android
✓Free plan or freemium pricing

✗ Cons

✗No native Android app
✗Some advanced features may require higher-tier plans

Key Features

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[ iPhone ](https://apps.apple.com/us/app/finmate-ai/)

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[ iPad ](https://apps.apple.com/us/app/finmate-ai/)

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[ Mac ](https://apps.apple.com/us/app/finmate-ai/)

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[ Watch ](https://apps.apple.com/us/app/finmate-ai/)

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[ TV ](https://apps.apple.com/us/app/finmate-ai/)

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[ Today](https://apps.apple.com/us/app/finmate-ai/)

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[ Games](https://apps.apple.com/us/app/finmate-ai/)

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[ Apps](https://apps.apple.com/us/app/finmate-ai/)

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[ Arcade](https://apps.apple.com/us/app/finmate-ai/)

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[Ages 4+ Years](https://apps.apple.com/us/app/finmate-ai/)

📋 Scripts & Prompts for FinMate AI +

Copy these AI-powered scripts to get maximum value from this tool. Sign up free to copy.

📄 Template

Fine Tuning

Intermediate ⏱ 10 min

Sometimes no matter what tricks you throw at the model, it just won’t do what you want it to do.…

🔐 Browse All Scripts in the Vault →

🔌 MCP Servers for FinMate AI +

Connect these MCP servers to give Claude, Cursor & Cline superpowers with this tool. Sign up free to copy install commands.

🔌

sonirico/mcp-stockfish

Intermediate 📱 Claude Desktop, Cursor, Continue.dev

🏎️ 🏠 🍎 🪟 🐧️ MCP server connecting AI systems to Stockfish chess engine.

GitHub

🔌

Xero MCP Server

Medium 📱 macos, linux, windows

MCP for Xero small-business accounting.

🔓 Sign Up Free to Install

🔌

AbdelStark/bitcoin-mcp

Intermediate 📱 Claude Desktop, Cursor, Continue.dev

₿ A Model Context Protocol (MCP) server that enables AI models to interact with Bitcoin, allowing them to generate keys, validate addresses, decode transactions, query the blockchain, and more.

🔓 Sign Up Free to Install

🔌

Ramp MCP Server

Medium 📱 macos, linux, windows

MCP for Ramp corporate cards and spend management.

🔓 Sign Up Free to Install

🔌 Browse All MCP Servers →

🤖 AI Agents for FinMate AI +

Pre-built automation agents that work with this tool — import in one click. Sign up free to access.

🤖 CLAUDE CODE

AlphaSense Claude Agent

▶ On-demand

Claude Code agent that uses an AlphaSense API key to perform expert-call and broker-research lookups, then synthesizes findings into a brief.

https://github.com/anthropics/claude-cookbook

⬇ Import Agent Docs

🔄 N8N

n8n Mortgage Refi Analyzer

⏰ Scheduled

n8n workflow that triggers on rate-feed changes, compares the user's existing loan terms, computes months-to-breakeven net of closing costs, and emails a recommendation.

https://n8n.io/workflows/

🔓 Sign Up Free to Import

🤖 CREWAI

CrewAI Crypto Treasury Manager

⏰ Scheduled

CrewAI crew that pulls on-chain holdings, evaluates stablecoin vs volatile exposure, and proposes treasury allocation changes with a governance-post draft.

https://github.com/crewAIInc/crewAI-examples

🔓 Sign Up Free to Import

🔗 LANGCHAIN

LangChain Receipt Categorizer

⚡ Event

LangChain pipeline using a vision model for OCR and a structured-output step to map line items to a configured chart of accounts, then post via QBO or Xero API.

https://github.com/langchain-ai/langchain

🔓 Sign Up Free to Import

🤖 Browse All AI Agents →