Build a stronger accountancy practice
one meeting at a time

Online meeting management software
with template agendas built in

  

Accounting firms should have great meetings

But there is a problem; most meetings are unproductive…

  • There is no agreed agenda
  • Attendees aren’t prepared
  • Meetings start late
  • Meetings veer off topic
  • Some attendees don’t contribute
  • Meetings overrun
  • No decisions are made
  • There is no follow-up

Most accountants don’t realise how much time they are wasting in unproductive meetings. The cost of unproductive meetings across the world is estimated at £441 billion. How much are meetings costing your accounting firm every year?

Build a stronger accountancy practice

Our software and agendas will solve your meeting problems

Save Time

Template agendas reduce meeting preparation by up to 80%.

Encourage Collaboration

Create agendas with agreed topics,  notes and hyperlinks.

Boost Productivity

Encourage attendees to prepare, stay on track and make key decisions.

Build Culture

Develop a culture of accountability with visibility of agreed actions.

More Professional

Be more professional within client and team meetings.

Improved Security

Support your cyber security credentials with secure online access to notes. 

Fewer Emails

Create notes in an online tool rather than sending emails.

Less Paper

Digital agendas can be accessed on all devices during a meeting.

Build a stronger accountancy practice

We care about Accountants

We know what it feels like to waste time in unproductive meetings.

Accountants are really busy and wasting time in meetings is wrong. This is why we developed Agendali.

We’ve built the technology and content to empower better meetings.

Our solution will help you save time, add value to clients and boost employee engagement.

The Accountants Productive Meeting Plan

Step 1

Select the people you want to attend the meeting 

Step 2

Select one of the template agendas or create your own 

Step 3

Follow the agenda and have a productive meeting

Template Agendas

Agendali comes preloaded with template agendas for you to use with your team and clients. 

Creative

Generate ideas

Examples

New product ideas

Marketing Campaigns

Business Modelling

Planning

Create plans

Examples

Project management

Marketing content plans

Client event programmes

Issues

Solve problems

Examples

Conflict resolution

Customer compliants

Contract negotiations

Decisions

Make a choice

Examples

Decide on a new hire

Choose a new supplier

Approve a new brand

Workshops

Learn together

Examples

Strategy development

Team and culture work

Client workshops

Teams

Drive execution

Examples

Weekly Team Meetings

Daily stand-up briefings

Department meetings

Progress

Progress a project

Examples

Weekly Team Meeting

Change Meetings

Department Meetings

1-2-1

Develop people

Examples

Performance reviews

Coaching sessions

Mentoring meetings

Review

Learn and adapt

Examples

After-action reviews

Win/loss sales review

Before-action reviews

Governance

Monitor and comply

Examples

Board meetings

Supplier reviews

Statutory meetings

Discover

Increase understanding

Examples

Issue investigations

Market research panels

Project scoping

Introductions

Start new relationships

Examples

New job interviews

Demos and sales pitches

Potential supplier pitches

Training

Transfer knowledge and skills

Examples

Xero training for clients

Internal CPD training

Cyber security review

Broadcast

Sharing information

Examples

Product webinars

Team announcements

Press conferences

Learning

Share information

Examples

Partner gatherings

Department meetings

Xero tips and tricks

Community

Advance an initiative

Examples

Sustainability forums

Business round tables

Diversity committees

Build a stronger accountancy practice

"A massive upgrade to the way we run meetings..."