What is The Gap AI Workspace?

The Gap's AI-powered meeting workspace and education hub transforms how accounting firms run client meetings, solving the day-to-day challenges that keep firms stuck in the compliance cycle. Before the meeting, it prepares your team with structured agendas, pre-work, and relevant historical client context. During the meeting, it captures discussion points, decisions and actions. After the meeting, it instantly produces client-ready outputs — summaries, actions, and next steps. Built by accountants for accountants, every template, every agent, and every output is grounded in over 20 years of proven advisory practice, not generic automation. It sits inside proper enterprise guardrails, client boundaries, permissions, and default-to-delete transcripts — it's not a consumer tool repurposed for professional services.

How does The Gap differ from other tools on the market?

The Gap isn't a notetaker, a standalone AI tool, or a generic meeting platform — it's all of the above, built into one end-to-end workspace designed specifically for accounting firms. Where other tools capture what was said, The Gap tells you why it matters and helps you act on it. Every AI agent, every template, and every output is grounded in decades of proven expertise. It connects directly with your accounting software, and the intelligence behind it is built on real-world frameworks refined over 20 years of advisory delivery. The result is a platform that doesn't just support your meetings — it elevates every single one.

Meetings, made easy.

Revenue opportunity

"I sold $500 of work, which I wouldn’t have been looking for without reading the coaching report."

Peter Harris

Maisey Harris & Co

Time saved & better conversations

"When I look at the entire process—from meeting preparation through to meeting notes and follow-up activities—I estimate that The Gap saves me at least two hours for every client meeting. The time saved can then be reinvested into building stronger client relationships, providing strategic advice, and focusing on higher-value work for clients."

Esther Yuan

BWC Accounting

Valuable Coaching Report

"I read the coaching report - it's VERY good! I missed a major opportunity… I will now go back to the client and offer a follow-up to discuss the things I passed over. Winning all round!"

Amy Piper

OneTeam Chartered Accountants

Pre-meeting questionnaires and AI summaries - arrive prepared, not scrambling

Customisable agendas built on best-practice frameworks - no starting from scratch

AI Scribe - meeting notes and transcripts generated automatically

Gap Producer - blends live notes with transcript; ingests context from previous meetings

AI Coaching Reports after every meeting - scored feedback against agenda objectives

Specific, actionable improvement guidance for each team member - without partner involvement

Gap Academy - CPD-verified courses surfaced based on individual coaching report outcomes

Advisory frameworks embedded in every meeting type - graduates deliver like experienced advisors

The meetings platform that closes the gap between doing compliance and building advisory.

When 60-70% of your compliance work is automated, what will you be selling?

Revenue opportunity

Time saved & better conversations

Valuable Coaching Report

Take a tour of The Gap's AI workspace.

To consistently turn client conversations into advisory revenue, you need a meetings platform built on 20+ years of advisory best practice.

Designed specifically to support accountants and advisors at every touchpoint.

Solving two of the biggest obstacles in advisory: time and scalability.

Is your firm reaching its advisory potential?

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

The knowledge base that powers our AI.

Advisory, made easy.