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THE GAP VS BRIEFF
Both support advisory meetings.
Only one is built on 20 years of delivering them.
WHY THE GAP?
Brieff organises advisory meetings.
The Gap is opinionated about how to run them.
Both tools bring structure to advisory. The difference is what's behind that structure.
Built by accountants for accountants, every template, every agent, and every output is grounded in over 20 years of proven advisory practice.
01
Both are structured.
Ours is backed by 20 years of advisory IP.
Brieff gives you a framework for advisory meetings. The Gap's templates and AI agents are grounded in two decades of proven advisory practice.
The Gap is built by Chartered Accountants who've scaled firms through advisory services themselves.
Structure is the starting point. The methodology behind it is what makes the difference.
02
Brieff summarises meetings.
We produce client-ready deliverables.
After a meeting, Brieff creates organised outputs to share with clients.
The Gap's Producer agent takes your agenda, notes, pre-work, and transcript and turns them into professional, client-ready deliverables before you leave the room.
03
Brieff tracks what your clients need to do.
We help your team get better at helping them do it.
Brieff does a solid job of setting goals and tracking actions.
The Gap's Coach agent reviews how the meeting went and offers personalised advice, so you keep improving, driving better outcomes with every session.
Every session makes the next one better. That compounding effect is what builds an advisory firm.
04
Brieff has a client app.
We have an academy.
Brieff invests in client-facing engagement tools.
The Gap empowers your team with built-in CPD verified training, templated services, and guided delivery. Consistent, structured, high-value meetings, every time.
05
Both are meeting tools.
We're the one with an opinion.
Brieff is a flexible tool you can adapt to however your firm does advisory.
The Gap is deliberately opinionated. We have a specific, proven point of view on how advisory meetings should be prepared, delivered, and followed up, and the whole platform is built around that.
If you want a blank canvas, Brieff might suit you. If you want a system that's already figured out what works, that's The Gap.
FEATURE COMPARISON
Similar on the surface. Different where it counts.
Both tools support advisory meetings. The difference is the depth of methodology behind them, the quality of outputs they produce and what happens to your team's capability over time.
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THE GAP |
MEETING PLATFORMS |
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| Advisory meeting templates |
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Pre-meeting client questionnaires
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AI notetaker / transcription
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| Goal setting and action tracking |
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| Client-facing meeting outputs |
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| Agents trained on advisory methodology |
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| Step-by-step delivery notes |
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| Business plans and advisory reports |
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Summaries only |
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Value Gap Calculator
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Post-meeting coaching and debrief
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CPD-accredited team training
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Built-in advisory education hub
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20+ years of advisory IP embedded
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Client mobile App
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Calvin Cooper, FCCA CTA
CRC Business | UK
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.
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Proven advisory meeting templates, ready to use from day one
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Delivery notes that guide you through every agenda item
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AI-summarised client pre-work so you always know where to focus
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Gap Academy courses to build your advisory confidence
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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.
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Roll out consistent advisory delivery across any team member, at any level
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Upskill staff with CPD-accredited training in Gap Academy
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Reduce reliance on senior partners to carry every client relationship
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Identify revenue opportunities with the Value Gap Calculator
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Customise templates and workflows to match how your firm works
GET STARTED
Advisory that goes deeper than structure.
Try The Gap free for 14 days. No credit card required.
Frequently asked questions
What makes Gap AI different than other AI tools?
Most AI tools give you generic output. The Gap’s AI agents are built on decades of advisory experience. They know what good advisory looks like, and help your whole team deliver better advisory meetings every time.
How is your notetaker different than [Fireflies, Otter, Granola, etc]?
Most notetakers are pretty good at transcribing and summarising meetings, but they’re also generic.
Our notetaker agent, Scribe, is just as capable of doing that, but when paired with our other advisory agents it creates a richer, more detailed record grounded in years of advisory expertise.
Where other notetakers capture what happened, we’ll tell you why it matters.
Do you integrate with other notetaker tools?
The Gap’s AI Workspace comes with its own in-built notetaking agent, Scribe, but if you already use one you like and are happy with that’s fine too.
We don’t support direct integrations at the moment, but you can copy-paste a transcript from any other notetaker software, paste it into ours, and still take advantage of our advisory agents to create rich, professional deliverables from the meeting.
How is this different from a workflow or practice management tool?
Workflow tools help you manage tasks and track client work. The Gap focuses on the meeting itself, the preparation, the conversation, and the deliverables that come out of it.
Think of it as what happens at a critical point within the wider workflow.
How is this different from other meeting platforms like Teams or Zoom?
Meeting platforms host the conversation. The Gap’s workspace is built around what the conversation is for – helping advisors prepare, stay focused, and leave with everything they need without extra work.
Do you train your agents with my data?
No, our agents are not trained using your data. We only train our agents using years of our own advisory experience and methodologies. Your data is safe.