Bliro: Bot-free AI meeting assistant that transcribes online and in-person conversations from device audio without recording audio or video. Mili: Agentic AI platform for wealth advisors with recording-free meeting notes that sync directly into the CRM. The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Bliro when field and in-person sales meetings that need automatic notes and crm updates matters most, and Mili when automatically syncing meeting summaries and tasks into an advisor crm matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
Bot-free AI meeting assistant that transcribes online and in-person conversations from device audio without recording audio or video.
Agentic AI platform for wealth advisors with recording-free meeting notes that sync directly into the CRM.
Bliro is an AI meeting assistant that creates structured notes from both online and in-person conversations without sending a bot into the call. It runs as a desktop application that recognizes when a meeting is happening and taps the device's audio source directly to transcribe in real time, so it is not visible to other participants. A distinguishing feature is that Bliro does not store audio or video recordings at all; it transcribes and summarizes on the fly and discards the underlying media, which the company positions as a privacy safeguard for everyone in the meeting. Because it works from device audio, it supports effectively any meeting platform and softphone, plus face-to-face meetings captured via laptop, iPhone, or iPad. Bliro generates customizable AI summaries, drafts follow-ups, and can automatically sync notes to CRMs such as Salesforce, HubSpot, and Microsoft Dynamics, as well as tools like Slack and Confluence. Data processing is hosted on European servers with a GDPR focus. It is aimed primarily at sales teams and other professionals who need reliable, compliant notes across online and in-person settings. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Mili is an agentic AI platform built for wealth advisors that uses purpose-built agents to handle the busy work around client meetings and broader advisory operations. Its meeting agent delivers real-time, recording-free meeting notes across in-person, virtual, and phone conversations, capturing content through secure real-time streaming rather than joining calls as a bot or retaining audio recordings. After a meeting, Mili automatically generates professional summaries and follow-ups and updates CRM systems instantly, organizing notes and action items into custom formats suited to advisory work. Beyond note-taking, Mili offers a suite of specialized agents covering scheduling, data management, client onboarding, prospect research, compliance documentation, document processing, and marketing. The platform emphasizes a privacy-first, enterprise-grade posture with SOC 2 Type 2 certification, AES-256 encryption, PII redaction, and a commitment that client data does not train its models, running on AWS infrastructure. Mili integrates with advisor CRMs such as Wealthbox to sync meeting notes and tasks, and it is adopted by RIAs and broker-dealers, positioning itself as an operating layer across the advisor tech stack. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Bliro is a free tier with paid upgrades (freemium); Mili is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Bliro | Mili |
|---|---|---|
| Core capability | Bot-free transcription from device audio for online and in-person meetings | Recording-free, real-time meeting notes via secure streaming |
| Standout feature | Does not store audio or video recordings | Support for in-person, virtual, and phone meetings without joining as a bot |
| Team usage | Works across meeting tools, softphones, and face-to-face conversations | Automatic summaries, follow-ups, and instant CRM updates |
| Integrations | Customizable AI summaries and automated follow-up drafts | Custom note and action-item formats for advisory workflows |
| Languages & capture | CRM sync to Salesforce, HubSpot, and Microsoft Dynamics | CRM sync with platforms such as Wealthbox |
| Best-fit workflow | EU-based data processing with a GDPR focus | Additional agents for scheduling, onboarding, prospecting, and compliance |
Bliro
Choose Bliro if you need field and in-person sales meetings that need automatic notes and crm updates — strengths include captures in-person meetings, not just video calls.
Mili
Choose Mili if you need capturing recording-free notes from in-person and virtual client meetings — strengths include recording-free capture appeals to privacy-conscious advisory firms.
Bliro
Mili
It depends on your workflow. Bliro is strong for field and in-person sales meetings that need automatic notes and crm updates, while Mili is strong for capturing recording-free notes from in-person and virtual client meetings. Both transcribe and summarize meetings.
Bliro is a free tier with paid upgrades and Mili 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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