1.20.26: Meeting Insights

Meeting Insights provides you with key accountant specific details to provide better advisory for your clients and an elevated client experience.

Insights automatically breaks down each meeting into sentiment trends, key discussion points, decisions made and so much more. You can quickly see how the tone shifted, and what questions, concerns, or opportunities came up.

For accounting-specific conversations, Insights detects topics like financial statements, tax, bookkeeping, cash flow, and investments. It also highlights risks, follow-ups, and opportunities only when they’re relevant.

You’ll also find decisions and agreements, information requests, Q&A, and topics to carry into the next meeting—all organized in one place.

To view Insights, go to Meetings, select a Completed meeting, and open the Insights tab.