MeetingOS

Your meeting intelligence layer. Notes, actions and CRM filing, in your infrastructure, on your terms.

Every client call. Every internal meeting. Every discovery session.

MeetingOS captures it all across Teams, Zoom, Google Meet and phone systems, turning conversations into structured notes, agreed actions and filed CRM records automatically.

Built for accountants:
+ Context-aware templates for client reviews, discovery calls and practice stand-ups
+ Action points converted to tasks with owners and due dates
+ Notes filed to your CRM or practice management tool, your way
+ Follow-up emails drafted, never sent without you

Your data never leaves your existing systems. Nothing is filed, posted or emailed until you're ready. Every attendee sees the transcription banner, nothing captured without being made aware.

No IT project. No data migration. Ready in two minutes.