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THE GAP'S AI MEETING WORKSPACE

Every meeting, delivered with confidence.

Everything you need. Right when you need it.

Most tools can save you time. The Gap does something more important - it gives you the knowledge, structure, and confidence to deliver meetings that genuinely transform your clients' businesses. 

Built by accountants for accountants, every template, every agent, and every output is grounded in over 20 years of proven advisory practice. The Gap has years of authored best-practice content (Academy, mindsets, meeting templates, the methodology) baked into how the AI thinks. 

And it sits inside proper enterprise guardrails, client boundaries, permissions, default-to-delete transcripts, not a consumer tool repurposed for professional services.

Workspace 3

Meet the agents behind the workspace.

The Gap's AI agents aren't generic. They're trained on decades of advisory expertise, and each one has a specific job to do.

Deliver
ned-strategist
BEFORE THE MEETING

Strategist

Reads incoming client pre-work responses and generates a focused summary so you walk into every meeting knowing what matters most. Coming soon: agenda preparation and meeting readiness support.

ned-scribe
DURING THE MEETING

Scribe

Joins your online meeting as a silent participant, transcribes the conversation, and captures everything discussed, so you can stay focused on the client, not the keyboard.

ned-producer
AFTER THE MEETING

Producer

Takes your agenda, notes, pre-work, and transcript and turns them into professional, client-ready deliverables - meeting minutes, business plans, and more.

ned-coach
AFTER THE MEETING

Coach

Reviews how the meeting went and offers personalised advice, so you keep improving with every session.

Ned-Guide
COMING SOON:

Guide

An in-meeting agent that provides all the help you need during the meeting to nail it.

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.

The Gap is the only workspace built for the full meeting lifecycle. From prep to delivery, post-meeting documentation and follow-up, the heavy lifting is taken care of. 

Meeting Preparation
PREPARE FOR YOUR meeting
 

Walk in prepared. Not guessing.

Send clients a short pre-work questionnaire before the meeting. Their responses are summarised directly in your workspace so you know exactly what matters to them before you say hello.

  • 10+ meeting templates, fully customisable

  • Pre-work templates for common meeting types

  • AI-summarised client responses so you can scan, not read

  • Clients respond by browser. No account needed.

dELIVER WITH CONFIDENCE
 

Stay present. Let the workspace do the admin.

Follow a structured agenda with built-in delivery notes so you always know what to say next. Add your own notes alongside Scribe's transcription — your thinking, their words, all in one place.

  • Step-by-step delivery notes for every agenda item

  • Flexible note-taking alongside live transcription

  • Value Gap Calculator to show profit and cashflow opportunities in real time

  • Works for online and in-person meetings

Meeting Delivery
Meeting Deliverables and Coaching Report
CREATE PROFESSIONAL DELIVERABLES
 

Hours of work done before you even leave the room.

When the meeting ends, the Producer gets to work. Using your agenda, notes, pre-work, and transcript, it drafts client-ready deliverables (meeting minutes, business plans, and more) without you lifting a finger.

  • Meeting minutes with summary, decisions, and action items

  • Business plans drafted from the meeting content

  • Share directly with clients — no account required

  • Download as a professional PDF

  • Ask the Producer to create any deliverable with a simple prompt 

  • Integrates with FYI
The Gap seamlessly integrates with your existing business tools.

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.

Gap Academy
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 

"The Gap has been instrumental in shaping how we’ve developed our advisory services and how we’ve rolled it out across our team. Highly, highly recommend!"
 
Calvin Cooper, FCCA CTA
CRC Business | UK
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, 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 and ways of working that have been refined over 20 years of advisory delivery.

The result is a platform that doesn't just support your meetings — it elevates every single one.

Curious how we stack up?

See how we compare to others in the market.

How much does it cost?

Whether you're a solo operator or a large-scale firm, we have pricing models to suit. Please take a look at our pricing page. 

How does it handle my client data?

We use best-in-class data security and privacy practices to protect our members and their clients. Please refer to our privacy policy and security information for more details.

We only train our agents using years of our own advisory experience and methodologies. Your data is safe with you.

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.

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