FYI + The Gap
Automatically bring client meeting insights from The Gap into FYI
File documents from The Gap into FYI
File documents in an instant. File any document created in The Gap directly into FYI, including meeting deliverables, pre-work and proposals.
Keep your client file in FYI up to date.
Maintain a complete snapshot of all client interactions, with easy access to The Gap documents inside FYI.
About The Gap
The Gap is an AI-powered meeting workspace and education hub that transforms how accounting firms run client meetings, solving the day-to-day challenges that keep firms stuck in the compliance cycle.
Built by accountants for accountants, every template, every agent, and every output is grounded in over 20 years of proven advisory practice, not generic automation. Drawing on a rich history of client context - past conversations, decisions and actions, your team walks into every meeting fully prepared and well supported to connect meeting outcomes directly to revenue-generating opportunities.
Built by accountants for accountants, every template, every agent, and every output is grounded in over 20 years of proven advisory practice, not generic automation. Drawing on a rich history of client context - past conversations, decisions and actions, your team walks into every meeting fully prepared and well supported to connect meeting outcomes directly to revenue-generating opportunities.
