The Gap is an advisory platform built for accountants. Whether you're making the move from compliance into advisory, looking to streamline the way you run meetings, or wanting to upskill your team — The Gap gives you the tools, structure, and AI support to deliver better client meetings with less effort.

What's included

The Meeting Workspace is where your meetings happen. It's a single workspace that covers the full meeting lifecycle — preparation, the meeting itself, and everything that comes after. Your agenda, notes, transcription, pre-work, and deliverables all live in one place. See The meeting workspace for a full overview.

Your AI team is a group of AI agents that work alongside you at each stage of the meeting. They summarise client pre-work before you walk in, transcribe the conversation while you focus on your client, generate professional deliverables when the meeting ends, and provide private coaching feedback to help you improve. See Meet your AI team for details on each agent.

Meeting templates give every meeting a proven foundation. The Gap provides default templates grounded in our advisory methodology for common meeting types, and you can create your own custom templates to suit how your team works. See Meeting templates.

Gap Academy is The Gap's learning and CPD platform. It provides training, resources, and structured courses to support your advisory development — and integrates with the AI Coach so your meeting feedback connects directly to learning opportunities.

The Gap community connects you with other accountants across the globe who are on the same advisory journey. Share ideas, troubleshoot, and learn from peers.

Who it's for

The Gap is designed for the whole practice. Whether you're an experienced advisor or still developing your client skills, it adapts to where you are:

• New to advisory? The default templates and delivery notes guide you through structured, professional meetings from your very first one — no prior advisory experience needed.
• Experienced advisor? Create custom templates, run meetings your way, and let the AI team handle the admin so you can focus on the conversation.
• Managing a team? The coaching reports and Academy integration give your team a development path that improves with every meeting they run.

Getting started

If you're ready to jump in, see Your first meeting for a quick-start walkthrough that takes you from creating a meeting to generating your first deliverables.

Getting help

You can access support from anywhere in the platform by clicking the ? icon in the top right of the meeting workspace. From there you can:

• Take a quick guided tour of the workspace
• Open this help centre
• Access Gap Academy
• Connect with the community
• Contact support directly
• Submit product feedback

You can also reach our support team at any time by lodging a ticket through our Contact Support page.