Frequently asked questions.
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.
Drawing on a rich history of best practice, client context - past conversations, decisions and actions, your team walks into every meeting fully prepared and well supported to connect meeting outcomes directly to revenue-generating opportunities. 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 is this different from other tools in the market?
The Gap's AI has over 20 years of advisory best practices baked into it. It supports the full end-to-end meeting cycle and sits within proper enterprise guardrails, ensuring your client data remains safe. For direct comparisons - https://thegaphq.com/compare
How do I get started?
Start a trial through our website. Then, pick any meeting you have this week, a team catch-up, a client check-in, whatever's already on your calendar – and try running it using our AI-powered workspace to see what it can do.
If you transcribe the meeting and do nothing else, you’ll already get a glimpse into the future of advisory with professional, ready-to-use deliverables produced for you.
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.
How does it handle my client data?
We use best-in-class data security and privacy practices. Your data sits inside proper enterprise guardrails, client boundaries, permissions, and default-to-delete transcripts; it's not a consumer tool repurposed for professional services.
We also only train our AI using years of our own advisory experience and methodologies. Your data is safe with you.
What type of training and support do you offer?
We run regular training sprints, sharing practical tips and strategies to help you grow your advisory services exclusively for Gap Members.
You’ll also gain access to Gap Academy, a powerful learning hub with easy-to-complete training modules that support your ongoing CPD.
And to keep you inspired and connected, we host regular in-person and online events packed with practical, value-driven content.