Comulytic Note Pro: Card-thin AI voice recorder and companion app that records, transcribes, and summarizes meetings, calls, and client conversations. 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 Comulytic Note Pro when capturing and summarizing in-person client and sales meetings 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.
Card-thin AI voice recorder and companion app that records, transcribes, and summarizes meetings, calls, and client conversations.
Agentic AI platform for wealth advisors with recording-free meeting notes that sync directly into the CRM.
Comulytic Note Pro is a portable, credit-card-thin AI voice recorder paired with a companion mobile app that records conversations and turns them into transcripts, summaries, and actionable notes. The device captures audio from meetings, calls, interviews, and lectures using a multi-microphone array with AI noise reduction, stores recordings on 64GB of local storage, and syncs to the app over Bluetooth or Wi-Fi. The companion app handles transcription, generates summaries and meeting minutes, identifies multiple speakers, and extracts action items and to-do lists. It supports transcription across more than 100 languages and includes premium AI tools such as deeper analysis and an Ask-the-assistant chat feature, as well as client-focused capabilities like aggregated contact insights for sales and relationship tracking. The product positions itself as a professional engagement assistant rather than a basic dictaphone, marketed to salespeople and professionals who want to capture and review conversations without manual note-taking. The hardware is sold through the company's online store and on Amazon, and the device offers extended continuous recording on a single charge. A free tier covers basic transcription and summaries, with optional paid plans unlocking advanced AI features. 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
Comulytic Note Pro 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 | Comulytic Note Pro | Mili |
|---|---|---|
| Core capability | Portable card-thin AI voice recorder with multi-microphone array and AI noise reduction | Recording-free, real-time meeting notes via secure streaming |
| Standout feature | Companion mobile app for transcription and AI summaries | Support for in-person, virtual, and phone meetings without joining as a bot |
| Team usage | Automatic meeting summaries, minutes, and action-item extraction | Automatic summaries, follow-ups, and instant CRM updates |
| Integrations | Speaker identification for multi-person conversations | Custom note and action-item formats for advisory workflows |
| Languages & capture | Transcription across 100+ languages | CRM sync with platforms such as Wealthbox |
| Best-fit workflow | 64GB local storage with app syncing over Bluetooth/Wi-Fi | Additional agents for scheduling, onboarding, prospecting, and compliance |
Comulytic Note Pro
Choose Comulytic Note Pro if you need capturing and summarizing in-person client and sales meetings — strengths include dedicated hardware captures in-person meetings and calls without relying on a laptop or call bot.
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.
Comulytic Note Pro
Mili
It depends on your workflow. Comulytic Note Pro is strong for capturing and summarizing in-person client and sales meetings, while Mili is strong for capturing recording-free notes from in-person and virtual client meetings. Both transcribe and summarize meetings.
Comulytic Note Pro 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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