The Gap HQ

The Gap is an AI-powered meeting workspace and education hub that transforms how accounting firms run client meetings. 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. You don't need to be ready to transform your practice for advisory. You just need a meeting tomorrow.

Most firms aren't documenting their meetings, capturing actions, or tracking follow-ups leading to a vicious cycle of repetitive compliance work, capacity constraints, and little room for advisory and value-add work that grows a practice. The Gap breaks that cycle.

The Gap helps your team identify the right service at the right moment, connecting meeting outcomes directly to revenue-generating opportunities. Drawing on a rich history of client context - past conversations, decisions, actions, and outcomes, your team walks into every meeting fully prepared, and leaves with professional outputs direct to the client in an instant.

And because advisory doesn't scale when it lives in one person's head, Gap Academy ensures every team member, from new hire to senior partner, has the training, education and support to deliver great client meetings, every time.