Turn client meetings and reviews into notes, summaries and follow-ups.

Agentsy is a personal assistant on the go. Speak for a minute after a job and the writing comes back done.

04Accountingbetween reviews

One capture, 3 finished pieces

AG260813.CAPCaptured1:06Filed automatically

“Just wrapped the year-end meeting. They've had a stronger year than expected, so the instalment position needs revisiting. Two vehicles bought in the second half, still waiting on the finance schedules. Owner wants to know whether to bring forward some equipment spend before June. Send them a summary of where they've landed, the list of outstanding documents, and book the planning session for early next month.”

Email · draft

Where you've landed, and what's outstanding

Thanks for your time today. In short: a stronger year than forecast, which means your instalment position is worth revisiting before the next quarter.

We're still missing the finance schedules for the two vehicles acquired in the second half. Once those are in, we can finalise.

You asked whether to bring equipment spend forward before June. I'll model both options and bring them to the planning session.

Filed · Drafts, addressed to the client

Meeting note · draft

Result ahead of forecast. Instalment position to be reviewed.

Two vehicle acquisitions in the second half; finance schedules outstanding.

Client considering bringing forward equipment expenditure before year end.

Filed · Client file, year-end folder

Tasks · 2 created

Request the finance schedules for both vehicles.

Model the equipment spend timing options.

Filed · Your task list, due dates set

What it knows about your work

Speak after a client meeting and Agentsy writes the meeting note, the plain-English summary the client actually reads, and the list of records you are still waiting on.

Captures file against the client, so a year of conversations sits in one place when it comes time to prepare or advise.

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Effortlessly get all your tasks done.

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