Stay ahead of the curve with profitable conversations
Empower your team to become the ultimate professionals by running highly effective meetings with our meeting management software.
Build Accountability
Impress Your Clients
Increase Profitability
Adapting to change shouldn’t be a struggle but there are key challenges:
- Your internal meetings are not driving change
- Your team lacks ownership around client meetings
- Clients are not accountable for their agreed actions
- Your advisory services lack structure
- You don't have data about client meetings
- Everything is coming back to you
And all that leads to long hours, frustration, and feeling overwhelmed. We don’t want that for you. Agendali will help you solve all your challenges one conversation at a time.
Agendali helps you stay ahead of the curve without massive change
Agendali has all the features you need to
have profitable conversations
Highly productive meetings with best practice agendas
Agendas with clear purpose and outcome, and time allocation per topic, enhances attendees’ focus, engagement and ensure productivity. It also keeps the meeting on schedule, avoiding long discussions that can derail the agenda.
Best practice agendas improve efficiency and meeting effectiveness, helping participants to make meaningful progress toward the meeting’s goals.
Save time and boost engagement with a built in timer
Agendali’s timer shows that your firm respects your clients’ time and is committed to making the most of every meeting.
A built-in timer increases productivity and engagement by setting a time limit for each topic, keeping the meeting on schedule and avoiding long-winded discussions that can lead to a loss of focus. It can also prevent the meeting from running over schedule and causing inconvenience.
Drive performanace with scoring and metrics
Agendali allows you to score meetings and access metrics, helping you to evaluate the performance of team members and identify areas for improvement.
By assigning a score to meetings, your clients, team and you can easily track progress and determine whether goals are being met. This information can be used to provide feedback and coaching to team members, improving their performance and ultimately contributing to the success of your firm.
One click follow up meetings
Creating follow-up meetings with actions carried forward is a crucial step in building strong client relationships and ensuring that your accounting firm meets the needs of its clients.
By scheduling follow-up meetings, you can check in on progress, address any outstanding issues and make sure that you are on track to deliver results and nothing falls through the cracks.
Impress clients with branded meeting notes
Branded notes in your firm’s colour palette, along with headshots against actions, offer a personalised touch that sets your accounting firm apart and demonstrate the level of attention and care you give to each client.
Headshots against actions put a face to a name, reinforces the human touch and helps ensure that all parties involved are aware of their responsibilities, leading to a greater likelihood of follow-through on important tasks.
Best Practice Templates
Agendali help finance professionals to differentiate so they stay relevant for their current and prospective
Built In Timer
Agendali help finance professionals to differentiate so they stay relevant for their current and prospective
Productivity Metrics
Agendali help finance professionals to differentiate so they stay relevant for their current and prospective
Integration with your favourite apps
Agendali help finance professionals to differentiate so they stay relevant for their current and prospective
Branded Meeting Notes
Agendali help finance professionals to differentiate so they stay relevant for their current and prospective
Mentorship Program
Agendali help finance professionals to differentiate so they stay relevant for their current and prospective
Employee Management
Agendali help finance professionals to differentiate so they stay relevant for their current and prospective
Advisory at Scale
Agendali help finance professionals to differentiate so they stay relevant for their current and prospective
At Agendali we understand staying ahead of the curve can be challenging, that’s why we have developed a 3-step plan.
Profitable Conversations Plan
1. Book a call
A platform demo and consultation tailored to your practice’s transformational needs
2. Use Agendali
Start having profitable conversations with your clients and transformational conversations with your team
3. Stay ahead
Build a future-proofed practice, increase profits, retain top talent and become the ultimate finance professional
Use Alongside Your Favourite Apps
A small price to stay ahead of the curve
Pricing
-
Up to 5 users
(Additional users £5 per user per month + VAT) -
Unlimited clients
-
Unlimited meetings
-
Unlimited actions
-
Access to global agendas
-
Branded meeting notes
Money Back Guarantee
- Commit to using Agendali with all your internal meetings for a period of three months
- Ask for support if you don’t see a change start within the first month
- At the end of the three months tell us the main reason you weren’t happy, so we have a chance to make it better.
FREE DOWNLOAD
Stay Ahead of the curve with Talent Management
The simple way accountants, CPAs and bookkeepers can grow their business faster, make more profit, and enjoy more freedom
Coming Soon – Register Interest below to receive the guide upon release.
