Abacor

Publisher description

From the marketplace listing

Abacor turns your client meetings and conversations into searchable, structured intelligence, built for accounting firms. Connect Abacor to ChatGPT to: - Search across meeting notes, transcripts, and summaries from past client conversations - Recall what a specific client said, asked for, or committed to - Pull open action items across your book of business or for a single engagement - Get a prep brief before any upcoming meeting on your calendar - Look up contacts and organizations synced from your practice management system Abacor records and summarizes your meetings, extracts action items, and ties every conversation back to the right contact and organization. All data stays scoped to your Abacor workspace.