I used to be the person half-listening, half-typing. Trying to capture everything. Missing the important stuff anyway.
Then afterward, scrambling to remember who said what. Sending follow-ups with gaps.
Getting the "wait, I thought we agreed on X" emails.
That's not productivity. That's survival mode.
So I stopped. Now I use MeetGeek. The AI joins my calls automatically.
Records. Transcribes. Summarizes. Pulls out action items.
I forward the notes. Colleagues think I've become a different person.
Get MeetGeek. Take the credit.
1. ⚡ Folk streamlines lead research and follow-up using AI enrichment and collaborative pipelines so accounting firms can build a predictable pipeline and focus on high-margin clients.
2. ⚡ Prezi helps firms teach clients complex financials using AI-designed dynamic presentations, improving comprehension and boosting advisory retention.
3. ⚡ airSlate automates document assembly, data pre-filling, and secure eSignatures, eliminating manual data entry and the client-chasing grind to save billable hours.
4. 🤝 Aircall automates call handling and logging, ensuring small accounting firms track client conversations accurately, respond faster, and improve client communication and retention.
5. 🤝 ActiveCampaign automates personalized email, SMS, and WhatsApp communication and client engagement to build a predictable lead pipeline and respond faster with proactive status updates.
6. 🤝 Notta transcribes and summarises client calls and team meetings so your firm tracks action items, improves response time and eliminates lost information from email chains.
7. 📊 Double automates month-end close, file reviews, and client communication with an integrated practice platform, closing books in half the time and freeing capacity for advisory growth.