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The AI-powered workspace and education hub to help you run better meetings.

The only meeting platform with a point of view.

Generic AI tools tell you what was said. The Gap tells you why it matters, and helps you act on it.

No more hours lost to notes, follow-ups, and figuring out next steps.

The Gap is the layer that makes your client meetings genuinely valuable: structured, intelligent, and built on accounting and advisory expertise.

No payment details required.
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The only advisory platform where proven methodology meets AI, and is built specifically for accountants.

Used by thousands of accountants to deliver fast, simple and profitable meetings.

For every hour with a client, there’s usually another spent on admin. The Gap's AI meeting workspace gives you that time back, structuring meetings, capturing insights, and delivering clear action plans automatically. 

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All-in-one platform

Tackle planning, reporting, pricing, and performance conversations with structure and ease.

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Built for every stage

Starting small or scaling? The Gap helps you move up the advisory ladder and deliver results your clients care about.

 

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Demonstrated ROI

The plug-and-play tools, templates, and training help you deliver high-impact client meetings that spark action, lead to projects, and actually grow your fees. 

The Gap seamlessly integrates with your existing business tools.

"The Gap doesn't just enable you to offer advisory services to clients, it genuinely makes you a better business and business owner yourself."

Stephen Edwards  |  Gro Profit First Accountants  |  UK

Supported by a powerful education hub.

 

Advisory doesn't scale when it lives in one person's head. Gap Academy means every team member, from new hire to senior partner, has access to the same proven frameworks, the same best practices, and the same support to deliver great client meetings.

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Gap Academy
 

The AI gets smarter, and so does your team.

 

Gap Academy is the knowledge base that powers our AI agents — and the education hub that powers your people. It's not a bolt-on. It's the foundation everything is built on.

  • CPD-accredited online courses your whole team can complete

  • 30+ advisory mindsets to overcome common client challenges

  • Best-practice resource library built by Chartered Accountants

  • Webinars, seminar kits, and on-demand training videos

  • Community of hundreds of advisory accountants worldwide

  • AI agents surface relevant Gap Academy content at the moment you need it 

Unlock a full library of advisory resources — free.

Our resource centre brings together the tools, guides, and expert insight to help you price with confidence, position your value clearly, and protect your profitability.

Explore our advisory guides, practical templates, and on-demand webinars.

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Where are you on your advisory journey?

The Gap meets you where you are, and is built to move with you.

Transitioning to advisory?

 

The Gap's advisory methodology is embedded into every template, agenda, and agent — so even your first client meeting is built on decades of best practice. Walk in prepared, follow the structure, and leave with professional deliverables. You don't need to figure it out. It's already there.

  • Proven advisory meeting templates, ready to use from day one

  • Delivery notes that guide you through every agenda item

  • AI-summarised client pre-work so you always know where to focus

  • Gap Academy courses to build your advisory confidence

  • Post-meeting coaching to help you improve with every session

Scaling advisory?

 

If you're already delivering advisory but struggling to scale it beyond yourself, The Gap gives your whole team the structure, tools, and training to deliver consistently — without you in every room.

 

  • Roll out consistent advisory delivery across any team member, at any level

  • Upskill staff with CPD-accredited training in Gap Academy

  • Reduce reliance on senior partners to carry every client relationship

  • Identify revenue opportunities with the Value Gap Calculator

  • Customise templates and workflows to match how your firm works

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Check out our upcoming events.

Our events deliver verifiable CPD and are designed to give you practical and easy-to-implement strategies to help you grow your advisory services.

Frequently asked questions
What does the meeting workspace actually do?

It supports you across the full meeting lifecycle: structured (yet flexible) agendas, real-time transcription, flexible (but optional) note-taking, and automatic generation of meeting deliverables, like meeting minutes, business plans, and client reports after the meeting ends.

Our firm is trying to move from compliance to advisory, can this help?

Yep, that's exactly what it's built for. The Gap's advisory methodology is embedded into every template, agenda, pre-work questionnaire, and deliverable, and is backed by our AI agents grounded in years of advisory expertise. So you're not starting from scratch – you get decades of best practice baked in from your very first meeting.

Will the whole team be able to use it, or just senior staff?

The Gap is designed for the whole practice. Whether you're an experienced advisor or still developing your client skills, it adapts to where you are and helps you perform at a higher level. Gap Academy is also included for team upskilling and earns you CPD hours.

I’m already skilled in advisory, how will this help?

If you’re already skilled in advisory and have your own way of doing things – great! You can create or customise things to suit however you work best. Our advisory AI agents are still there to support, enhance, and speed up your work, but you can still do things your own way.