Carbon Voice: Carbon Voice is an asynchronous voice-messaging app that automatically transcribes voice memos and uses AI to generate summaries, action items, and documents. Mili: Agentic AI platform for wealth advisors with recording-free meeting notes that sync directly into the CRM. 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 Carbon Voice when replacing status meetings and calls with async voice messages that get auto-transcribed and summarized matters most, and Mili when automatically syncing meeting summaries and tasks into an advisor crm matters most. Try them side by side on real calls before deciding — needs vary by team.
Carbon Voice is an asynchronous voice-messaging app that automatically transcribes voice memos and uses AI to generate summaries, action items, and documents.
Agentic AI platform for wealth advisors with recording-free meeting notes that sync directly into the CRM.
Carbon Voice is an asynchronous voice-messaging and voice-notes app for iOS, Android, Web, and Apple Watch. Users record voice memos or messages with a single keystroke or swipe, and every message is automatically transcribed so it can be read, searched, labeled, and organized. The app is built around reducing real-time meetings and calls: instead of scheduling synchronous time, teammates exchange voice messages that the recipient can catch up on later. Layered on top is a large library of AI actions that turn raw voice into structured content — bulleted summaries, cleaned-up transcripts (removing filler words and fixing grammar), meeting notes, agendas, action items, professional emails, and longer documents such as PRDs and reports. Users can also query an AI assistant about any chat. A Global Voice feature can translate messages between languages, and messages can be sent to people who don't have the app via a secure email link. It is aimed at distributed teams, managers, and individuals who prefer talking over typing.
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
Carbon Voice 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 | Carbon Voice | Mili |
|---|---|---|
| Core capability | Automatic transcription of every voice message, made searchable and organizable | Recording-free, real-time meeting notes via secure streaming |
| Standout feature | AI summaries, catch-ups, and action-item extraction from conversations | Support for in-person, virtual, and phone meetings without joining as a bot |
| Team usage | AI document generation (meeting notes, agendas, emails, PRDs, reports) from voice | Automatic summaries, follow-ups, and instant CRM updates |
| Integrations | Transcript clean-up that removes filler words and corrects grammar | Custom note and action-item formats for advisory workflows |
| Languages & capture | Cross-platform sync across iOS, Android, Web, and Apple Watch | CRM sync with platforms such as Wealthbox |
| Best-fit workflow | Global Voice automatic translation between languages | Additional agents for scheduling, onboarding, prospecting, and compliance |
Carbon Voice
Choose Carbon Voice if you need replacing status meetings and calls with async voice messages that get auto-transcribed and summarized — strengths include combines voice capture, automatic transcription, and a broad set of ai summarization/document actions in one app.
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.
Carbon Voice
Mili
It depends on your workflow. Carbon Voice is strong for replacing status meetings and calls with async voice messages that get auto-transcribed and summarized, while Mili is strong for capturing recording-free notes from in-person and virtual client meetings. Both transcribe and summarize meetings.
Carbon Voice 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.
Sure. Running both makes sense when their strengths don't overlap and the budget allows.
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