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THE GAP VS CLARITY HQ
Clarity HQ has a framework
The Gap has one too... and a workspace to match
WHY THE GAP?
Both The Gap and Clarity HQ are grounded in advisory methodology. But only one takes you all the way to the client.
Clarity HQ gives you a lens for understanding client financials and a methodology for thinking about advisory.
The Gap gives you that too, and then goes further.
The meeting workspace, the AI agents, the deliverables, and the post-meeting coaching turns methodology into a consistent, high-quality advisory practice.
01
Clarity HQ reports on the numbers. We help you have the conversation about them.
Clarity HQ's strength is surfacing financial insights through frameworks like the 7 Key Numbers.
The Gap's strength is what happens next. The structured advisory meeting where those insights become actions, delivered with confidence, guided by proven methodology, and captured in professional client-ready deliverables.
02
Clarity HQ prepares your thinking. We prepare your meeting.
Clarity HQ helps advisors to better understand their clients through reporting and frameworks.
The Gap prepares the meeting itself. Structured agendas, pre-work questionnaires sent to clients in advance, and AI-summarised responses so you walk in knowing exactly where to focus.
03
Both invest in advisor education. Ours is built into every meeting.
Clarity HQ has strong advisory education at its core; courses, frameworks, and consulting to help firms build advisory capability.
Gap Academy does this too; with CPD-accredited training, a curated methodology library, and an active community of advisory accountants.
The difference: in The Gap, that learning connects directly to your live meetings. The Coach agent debriefs each session and links you to the exact Academy resources relevant to what just happened.
And when you have a question, there's a community of peers who've been in the same room.
04
Clarity HQ shows clients the picture. We help you change it with them.
Clarity HQ is built around client reporting, giving clients a clear view of where their business stands.
The Gap is built around the advisory meeting and the structured, high-value conversation where clients and advisors work through what to do about it, documented in professional deliverables they can act on.
05
They're complementary, but The Gap is where the advisory happens.
Some firms use both. Clarity HQ for reporting and framework education, The Gap for the meetings themselves.
If you're already a Clarity HQ user, The Gap isn't a replacement; it's the missing piece.
The place where the insights and methodology you've learned actually land with clients, consistently and professionally, every time.
FEATURE COMPARISON
Different tools. Different jobs.
Clarity HQ and The Gap approach advisory from different angles. Reporting and education on one side, meeting delivery and coaching on the other. Here's how they compare:
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THE GAP |
MEETING PLATFORMS |
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|---|---|---|
| Advisory methodology and frameworks |
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Advisory education and courses
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CPD-accredited training
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Varies by region |
| Active practitioner community |
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| Client financial reporting and dashboards |
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| Accounting software integration (Xero etc) | Coming soon |
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| Advisory meeting workspace |
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| Pre-meeting client questionnaires |
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AI notetaker / transcription
|
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Structured advisory agenda templates
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| AI agents trained on advisory methodology |
|
Numina (reporting focus) |
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Post-meeting coaching and debrief
|
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Value Gap Calculator
|
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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
The missing piece in your advisory practice.
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.