Transform your practice
Build stronger client and employee relationships and systemise the delivery of advisory so you can stay relevant, differentiate and have more profitable conversations.


Build Stronger Relationships

Impress Your Clients

Increase Profitability
Building a successful accounting practice shouldn’t be a struggle but there’s a problem…
- The financial industry is rapidly changing
- It’s hard to recruiting and retaining top talent
- You need to differentiate in order to stay relevant
- You need to make the shift advisory
- You are overwhelmed at the scale of change needed
- Your clients have more choice than they’ve ever had
Agendali’s business relationship platform helps finance professionals to build stronger client and employee relationships, increase profitability, differentiate your practice and systemise the delivery of advisory
Agendali helps you to transform your practice without a huge expense one conversation at a time

Differentiate your practice
Agendali help finance professionals to differentiate so they stay relevant for their current and prospective clients no matter how the industry changes.
- Leave the competition behind
- Improve your client’s experience
- Make your practice essential
Build Stronger Relationships
Agendali help finance professionals to differentiate so they stay relevant for their current and prospective clients no matter how the industry changes.
- Leave the competition behind
- Improve your client’s experience
- Make your practice essential


Increase Profitability
Agendali help finance professionals to differentiate so they stay relevant for their current and prospective clients no matter how the industry changes.
- Leave the competition behind
- Improve your client’s experience
- Make your practice essential
Agendali gives you the tools to
future-proof and grow your practice

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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 how hard it is to adapt, stay relevant, and grow your practice whilst maintaining business as usual with the continually changing landscape of the finance industry.
The Practice Transformation Plan

1. Book a kick off call
A platform demo and consultation tailored to your practice’s transformational needs

2. Start having profitable conversations
Start having profitable conversations with your clients and transformational conversations with your team

3. Transform your practice
Build a future-proofed practice, increase profits, retain top talent and become the ultimate finance professional
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Profitable Conversations
The simple way accountants, CPAs and bookkeepers can grow their business faster, make more profit, and enjoy more freedom

‘Agendali has revolutionised the way we work, before we were constantly trying to keep up with agenda’s, action points and meeting outcomes now all the hard work is done for us and we can focus on running the practice’. It is so easy to give everyone immediate, online access to the agenda. This means everyone shows up prepared.