Cockatoo: AI transcription and note-taking service that records and transcribes meetings and lectures, then turns them into structured notes and summaries. 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 Cockatoo when transcribing recorded meetings and interviews into searchable, structured notes matters most, and Mili when automatically syncing meeting summaries and tasks into an advisor crm matters most. Run both through a week of actual calls to see which suits your workflow.
AI transcription and note-taking service that records and transcribes meetings and lectures, then turns them into structured notes and summaries.
Agentic AI platform for wealth advisors with recording-free meeting notes that sync directly into the CRM.
Cockatoo is an AI transcription and note-taking service available through the web and an iOS app that converts spoken audio and video into text and structured notes. Users can record meetings and lectures directly or upload existing audio and video files in a wide range of formats, after which Cockatoo automatically generates a transcript with punctuation and capitalization, identifies speakers, and produces summaries with key takeaways and action items. Beyond transcription, the product offers voice typing, an AI chat agent for asking questions about content, full document translation across many languages, and video transcription with subtitles and captions. Transcripts and notes can be searched and exported to formats including PDF, DOCX, TXT, SRT, and audio, and the app syncs to the cloud. Cockatoo supports more than one hundred languages and is designed for individuals and professionals who need affordable, accurate transcription of recordings such as meetings, interviews, lectures, podcasts, and other spoken content. The service is operated by Cockatoo Inc. and is actively running in 2025 and 2026 at cockatoo.com. 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
Cockatoo 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 | Cockatoo | Mili |
|---|---|---|
| Core capability | Record or upload audio and video, then transcribe to structured text | Recording-free, real-time meeting notes via secure streaming |
| Standout feature | AI summaries with key takeaways and action items | Support for in-person, virtual, and phone meetings without joining as a bot |
| Team usage | Automatic speaker detection and punctuation | Automatic summaries, follow-ups, and instant CRM updates |
| Integrations | AI chat agent and full document translation across 100+ languages | Custom note and action-item formats for advisory workflows |
| Languages & capture | Video transcription with subtitles and captions | CRM sync with platforms such as Wealthbox |
| Best-fit workflow | Export to PDF, DOCX, TXT, SRT, and audio with cloud sync | Additional agents for scheduling, onboarding, prospecting, and compliance |
Cockatoo
Choose Cockatoo if you need transcribing recorded meetings and interviews into searchable, structured notes — strengths include handles both live recording and bulk upload of existing audio and video files.
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.
Cockatoo
Mili
It depends on your workflow. Cockatoo is strong for transcribing recorded meetings and interviews into searchable, structured notes, while Mili is strong for capturing recording-free notes from in-person and virtual client meetings. Both transcribe and summarize meetings.
Cockatoo 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.
Often yes: teams combine tools when one handles capture and another handles analysis.
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