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Abacor

View meeting notes & context

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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.

App

Abacor

Information

Developer
Abakus Financial, Inc.
Category
Business & Operations
Website
Version
1.0.0
Privacy Policy
Terms of Service

When connected to Abacor, ChatGPT may share relevant chats and memories with this app to help provide context for your requests. Abacor’s use of this data is subject to their terms and privacy policy. If you have Memory enabled, data from the app may be used to proactively provide helpful information or suggestions. ChatGPT always respects your training data preferences, including for data from connected apps. Use of apps may come with elevated risk. You can manage your preferences or disconnect from apps anytime in your settings. Learn more