Grow your accountancy
practice one meeting at a time

Online meeting software helps you be a better leader, have more impact with clients and demonstrates that you are the ultimate professional.

Great Meetings = Great Results

But There’s A Problem…Unproductive Meetings

  • There is no agreed agenda
  • Attendees don’t prepare for meetings
  • Meetings start late
  • Meetings wander off topic
  • Not everyone participates
  • Meetings overrun
  • No decisions are made
  • There is no follow up

The cost of unproductive meetings is wasted time and lost opportunity across your firm. This cost will cost you money every day, week, month and year until you put in a system to have more productive meetings.

There is a Better Way to Have Meetings

How much time are you wasting in meetings? What opportunities are you missing?

Benefits of Agendali
Meeting Management Software

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 with 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.

There is a Better Way to Have Meetings

How much time are you wasting in meetings? What opportunities are you missing?

Developed By An Accountant For Accountants

We understand accountants get frustrated wasting time in unproductive meetings and clients don’t always value their expertise. 

 We care about accountants and their clients, that’s why we have built the technology and content to help accountants have better meetings.

The Productive Meeting Plan

Step 1

Select the attendees 

Step 2

Create or choose the template agenda 

Step 3

Follow the agenda

How much time are you wasting in meetings? How much opportunities are you missing?

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 Campaign

Business Modelling

Planning

Create plans

Examples

Project management

Marketing content plans

Client event programme

Issues

Solve problems

Examples

Conflict resolution

Customer compliant

Contract negotiations

Decision

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

Team

Drive execution

Examples

Weekly Team Meeting

Daily stand up

Department meetings

Progress

Project progress

Examples

Weekly Team Meeting

Change Meetings

Department Meetings

1-2-1

Develop people

Examples

Performance reviews

Coaching sessions

Mentoring meetings

Review

Learn & adapt

Examples

After action review

Win/loss sales review

Before action review

Governance

Compliance & monitoring

Examples

Board meetings

Supplier reviews

Statutory meetings

Discovery

Increase understanding

Examples

Issue investigations

Market research panels

Project scoping

Introductions

Start new relationships

Examples

New job interviews

Demos and sales pitches

Potential supplier

Training

Transfer knowledge & skill

Examples

Xero training for clients

Internal CPD training

Cyber security review

Broadcast

Sharing information

Examples

Product webinar

Team announcements

Press conference

Learning

Share information

Examples

Partner gathering

Department Meetings

Xero Tips and Tricks

Community

Advance an initiative

Examples

Sustainability forum

Business round table

Diversity committee

There is a Better Way to Have Meetings

How much time are you wasting in meetings? What opportunities are you missing?

"A massive upgrade to the way we run meetings"