bots for that
4 - MeetingOS
Your meeting intelligence layer. Notes, actions and CRM filing, in your infrastructure, on your terms.
Every client call. Every internal meeting. Every discovery session.
MeetingOS captures it all across Teams, Zoom, Google Meet and phone systems, turning conversations into structured notes, agreed actions and filed CRM records automatically.
Built for accountants:
+ Context-aware templates for client reviews, discovery calls and practice stand-ups
+ Action points converted to tasks with owners and due dates
+ Notes filed to your CRM or practice management tool, your way
+ Follow-up emails drafted, never sent without you
Your data never leaves your existing systems. Nothing is filed, posted or emailed until you're ready. Every attendee sees the transcription banner, nothing captured without being made aware.
No IT project. No data migration. Ready in two minutes.
Other products & services
AI in Accounting Theatre by Bots for that
AI in Accounting Theatre by Bots for that
1 - Partner Services
Governance, Academy & Fix & Scale. AI that turns accounting firm hype into measurable, scalable results.
2 - Automation-as-a-Service
Custom projects built to your requirements, and run by us as a service, so your staff don't have to maintain it.
4 - AI Console
A central hub for all AI agents to sit. No more hopping between different systems to find the agent type you want to use
5 - AI agents
Our reliable sidekicks that deliver value by removing the manual, repetitive across different areas of the business.
3 - The AOS
A standardised, centralised system that hosts all custom projects and off-the-shelf automations