BoardBreeze: AI software that converts board meeting recordings into compliant, formatted minutes capturing motions, votes, and action items. Mili: Agentic AI platform for wealth advisors with recording-free meeting notes that sync directly into the CRM. This comparison weighs them on pricing, features, and everyday workflow fit.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist BoardBreeze when producing compliant minutes for city council, school board, or hoa meetings 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.
AI software that converts board meeting recordings into compliant, formatted minutes capturing motions, votes, and action items.
Agentic AI platform for wealth advisors with recording-free meeting notes that sync directly into the CRM.
BoardBreeze is AI-powered meeting minutes software built specifically for formal board and public-body meetings rather than general team calls. Its core promise is to turn a meeting recording into compliant, approval-ready minutes: users upload an audio recording, or capture audio live in the browser, and the system transcribes it and structures the output into concise governance minutes instead of a long verbatim transcript. The AI identifies and documents motions along with mover and seconder details, records roll-call votes with individual member positions, and extracts action items with assignees, formatting everything into a short governance document suitable for official approval. BoardBreeze is designed around governance compliance norms such as open-meeting laws and Robert's Rules of Order, and it serves boards across municipalities, city and school councils, higher education, government bodies, and HOAs. It handles long meetings and emphasizes that it requires no new hardware, no meeting-platform integration, and no IT project, working with existing recordings. For privacy, the platform deletes the audio after processing. By focusing narrowly on structured, defensible minute generation, BoardBreeze positions itself as a specialized documentation tool distinct from general transcription services that produce lengthy narrative transcripts. 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
BoardBreeze 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 | BoardBreeze | Mili |
|---|---|---|
| Core capability | Converts uploaded or browser-captured recordings into formatted minutes | Recording-free, real-time meeting notes via secure streaming |
| Standout feature | Automatic capture of motions with mover and seconder details | Support for in-person, virtual, and phone meetings without joining as a bot |
| Team usage | Roll-call vote documentation with individual member positions | Automatic summaries, follow-ups, and instant CRM updates |
| Integrations | Action-item extraction with assignees | Custom note and action-item formats for advisory workflows |
| Languages & capture | Output structured to governance standards (e.g., Robert's Rules, open-meeting laws) | CRM sync with platforms such as Wealthbox |
| Best-fit workflow | Support for long-duration meetings | Additional agents for scheduling, onboarding, prospecting, and compliance |
BoardBreeze
Choose BoardBreeze if you need producing compliant minutes for city council, school board, or hoa meetings — strengths include specialized for compliant board minutes rather than verbatim transcripts.
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.
BoardBreeze
Mili
It depends on your workflow. BoardBreeze is strong for producing compliant minutes for city council, school board, or hoa meetings, while Mili is strong for capturing recording-free notes from in-person and virtual client meetings. Both transcribe and summarize meetings.
BoardBreeze 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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