CFAI: CFAI is a Windows desktop AI note taker that transcribes meetings and calls locally on-device with Faster Whisper, so audio never leaves the user's computer. Mili: Agentic AI platform for wealth advisors with recording-free meeting notes that sync directly into the CRM. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist CFAI when capturing private meeting notes and summaries without a recording bot joining the call 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.
CFAI is a Windows desktop AI note taker that transcribes meetings and calls locally on-device with Faster Whisper, so audio never leaves the user's computer.
Agentic AI platform for wealth advisors with recording-free meeting notes that sync directly into the CRM.
CFAI (Cognitive Flow AI) is a Windows desktop application that acts as a privacy-focused AI meeting and call note taker. Instead of sending a bot into the call, it captures both microphone and system audio at the operating-system level, so no "recording started" notification appears and the tool works across Zoom, Teams, Google Meet, Discord, and any other call. Transcription runs locally on the device using Faster Whisper, with support for many languages, and CFAI states that the audio never leaves the user's computer. From the live transcript it produces speaker-labeled notes, AI summaries, and action items, and it can build a real-time "Cognitive Map" that visualizes the conversation's topics. Summaries can be generated by Claude in the cloud, or users can keep everything offline by connecting a local LLM through Ollama, LM Studio, or Jan.ai. It is aimed at professionals, educators, recruiters, and others who want meeting notes without bots or cloud audio uploads. CFAI is distributed via the Microsoft Store with a free trial and credit-based subscription tiers.
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
CFAI 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 | CFAI | Mili |
|---|---|---|
| Core capability | Local on-device transcription using Faster Whisper, so audio never leaves the computer | Recording-free, real-time meeting notes via secure streaming |
| Standout feature | Bot-free capture of microphone and system audio at the OS level (no 'recording started' notice) | Support for in-person, virtual, and phone meetings without joining as a bot |
| Team usage | Speaker diarization with automatic speaker labels in transcripts | Automatic summaries, follow-ups, and instant CRM updates |
| Integrations | AI summaries and action items, generated by Claude or a local LLM | Custom note and action-item formats for advisory workflows |
| Languages & capture | Real-time 'Cognitive Map' that visualizes conversation topics and flow | CRM sync with platforms such as Wealthbox |
| Best-fit workflow | Works across any call platform including Zoom, Teams, Google Meet, and Discord | Additional agents for scheduling, onboarding, prospecting, and compliance |
CFAI
Choose CFAI if you need capturing private meeting notes and summaries without a recording bot joining the call — strengths include local faster whisper transcription keeps meeting audio on-device for strong privacy.
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.
CFAI
Mili
It depends on your workflow. CFAI is strong for capturing private meeting notes and summaries without a recording bot joining the call, while Mili is strong for capturing recording-free notes from in-person and virtual client meetings. Both transcribe and summarize meetings.
CFAI 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.
Yes. Many teams run more than one meeting assistant when the workflows are complementary.
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