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THE GAP VS MEETING PLATFORMS
Zoom | Microsoft Teams | Google Meet
Most meeting platforms simply host meetings
The Gap makes the meeting worth having
WHY THE GAP?
Meeting platforms connect people.
The Gap gives them something valuable to say.
Zoom, Teams, and Google Meet are where your client meetings happen.
The Gap is everything that makes those meetings exceptional. The preparation, the structure, the AI agents, the deliverables, and the coaching that compounds over time.
Meeting platforms have added basic AI summaries and transcriptions in recent years. But there's a significant difference between a platform that records what happened and a workspace built around making advisory meetings genuinely excellent.
01
They open the call.
We prepare you for it.
Zoom, Teams and Google Meet start when someone clicks join. The Gap starts long before that.
With structured agendas, pre-work questionnaires sent to clients and AI-summarised responses, you walk into a meeting knowing exactly where to focus and what matters most.
02
They show up at the meeting.
We help you prepare for it.
Zoom, Teams and Google Meet now offer basic summaries of your calls.
The Gap structures the conversation itself with step-by-step delivery guidance, a dedicated notes panel alongside your transcript, and AI agents trained on advisory methodology, not just speech recognition.
There's a difference between a meeting that's captured and a meeting that's well-run.
03
They end when you hang up.
We start working afterwards.
When the call ends on Zoom, Teams and Google Meet, you get a recording and maybe a summary.
When a meeting ends in The Gap, the Producer agent gets to work, drafting professional client-ready deliverables from your agenda, notes, pre-work, and transcript.
Meeting minutes, business plans, advisory reports. Ready in minutes, not hours.
04
They record every meeting the same way.
We help you run each one better.
Zoom, Teams and Google Meet treat every call equally: a sales call, a catch-up, a board meeting, an advisory session.
The Gap is built specifically for advisory with templates, delivery guidance, and a Coach agent that debriefs each session and connects your team to the right Gap Academy resources to keep improving.
Every meeting makes the next one better.
It's the only note-taker that comes with CPD hours and a community.
05
Generic AI summaries aren't advisory intelligence.
The AI built into Zoom, Teams and Google Meet is designed to summarise any conversation for anyone.
The Gap's agents are trained specifically on advisory methodology; they understand the context of an annual business review, a cashflow planning session, or a strategic goals meeting in a way that a generic summariser never will.
That domain-specific intelligence is the difference between a tool that saves time and a tool that changes outcomes.
FEATURE COMPARISON
Infrastructure vs advisory workspace.
Meeting platforms are essential infrastructure. The Gap is the advisory layer on top. Built specifically for the meetings that matter most in an accounting firm.
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THE GAP |
MEETING PLATFORMS |
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|---|---|---|
| Video / audio calling |
|
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Screen sharing and collaboration
|
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Meeting recording
|
|
|
| Basic AI transcription and summary |
|
Basic / generic |
| Advisory-specific AI agents |
|
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| Structured advisory agenda templates |
|
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| Pre-meeting client questionnaires |
|
|
| Client-ready deliverables (plans, reports) |
|
|
|
Value Gap Calculator
|
|
|
|
Post-meeting coaching and debrief
|
|
|
|
Team upskilling and CPD-accredited training
|
|
|
|
AI agents trained on advisory methodology
|
|
|
|
Advisory methodology built in
|
|
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
You already have the room. Now make the most of it.
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 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.