Mili and Note67 are both AI meeting assistants for recording, transcription, and summaries, compared here on pricing, features, and workflow fit. Mili: Agentic AI platform for wealth advisors with recording-free meeting notes that sync directly into the CRM. Note67: A private, local-first desktop app that records meetings, transcribes them on-device with Whisper, and generates AI summaries via local models. They overlap on ai-meeting-assistants, so the right pick depends on team size, budget, and which meeting workflows you automate.
For ai-meeting-assistants workflows, shortlist Mili when capturing recording-free notes from in-person and virtual client meetings matters most, and Note67 when recording and summarizing confidential client or internal meetings matters most. Both record across Zoom, Google Meet, and Microsoft Teams; trial each on real meetings before committing.
Agentic AI platform for wealth advisors with recording-free meeting notes that sync directly into the CRM.
Additional agents for scheduling, onboarding, prospecting, and complianceAutomatic summaries, follow-ups, and instant CRM updatesCRM sync with platforms such as Wealthbox
Mili is a free tier with paid upgrades (freemium); Note67 is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
Recording-free, real-time meeting notes via secure streaming
Local on-device transcription using Whisper
Standout feature
Support for in-person, virtual, and phone meetings without joining as a bot
AI summaries generated by local language models via Ollama
Team usage
Automatic summaries, follow-ups, and instant CRM updates
Captures both microphone and system audio
Integrations
Custom note and action-item formats for advisory workflows
Separates the user's voice from other meeting participants
Languages & capture
CRM sync with platforms such as Wealthbox
Native desktop app for macOS and Windows
Best-fit workflow
Additional agents for scheduling, onboarding, prospecting, and compliance
Privacy-first design that keeps audio on the device
Best for
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.
Note67
Choose Note67 if you need recording and summarizing confidential client or internal meetings — strengths include local processing keeps meeting audio and transcripts on the user's machine.
Pros & cons
Mili
+ Recording-free capture appeals to privacy-conscious advisory firms
+ Works across in-person, virtual, and phone meetings without a meeting bot
- Built for wealth advisors, so less applicable outside financial services
Note67
+ Local processing keeps meeting audio and transcripts on the user's machine
+ Suited to confidentiality and compliance-sensitive use cases
- Local AI models depend on the user's own hardware for performance
FAQ
Is Mili or Note67 better for AI meeting notes?
It depends on your workflow. Mili is strong for capturing recording-free notes from in-person and virtual client meetings, while Note67 is strong for recording and summarizing confidential client or internal meetings. Both transcribe and summarize meetings.
How do Mili and Note67 compare on price?
Mili is a free tier with paid upgrades and Note67 is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Can I use both Mili and Note67?
Yes. Many teams run more than one meeting assistant when the workflows are complementary and the budget is justified.