FEDIXCalendar, bookings & meetings
AI meeting notes
Bring in Microsoft Teams meeting transcripts and get an AI summary, action items and a compliance check, assigned to the client.
The problem it solves
Writing up meeting notes and action items after every client meeting is slow and often skipped.
How it works
- Hold the meeting in Microsoft Teams.
- Fedix retrieves the transcript and drafts a summary and action items.
- Review them, check the compliance notes and assign the meeting to the client.
What your practice gets
- Meeting notes without typing.
- Action items captured.
- Notes filed against the client.
Questions accountants ask
Which meeting platform is supported?
Microsoft Teams.
Do I review the notes?
Yes. The summary is a draft for your review.
Where are the notes kept?
With the client you assign them to.
Related features
Features that work alongside ai meeting notes.
Calendar
View Microsoft 365 calendars, create and edit events, check availability and find meeting times.
Pre-meeting briefing
An AI briefing prepared ahead of your client meetings so you walk in prepared.
Client bookings
Manage appointments, services, locations and staff hours, with a dashboard, no-show tracking and scheduling from an email.
Booking setup
Configure meeting types with categories, tiers, add-ons, locations and price schedules, kept in step with your service catalogue.
Online booking page
A public booking page for your practice where clients book, confirm, cancel and reschedule.
Recurring bookings
Create recurring bookings for standing meetings and generate them automatically.
See it working in your practice.
Start with one workflow and adopt more of the connected practice system over time. Your team reviews and approves the work.
14-day free trial. A payment method is required to start. Your paid subscription starts automatically when the 14 days end; cancel during the trial and you pay nothing. After the trial, a 6-month minimum term applies, then month-to-month. Commit to 12 months up front and the monthly price is 20% lower. See pricing.