Quick Setup
1Meeting Info
2Client Goals & Needs
3Discussion Notes
4Bookkeeper-Specific Notes
5Action Items
6Follow-Up Plan
Skip the typing entirely
With Christine, you just voice-note your meeting summary. She turns it into structured notes, saves them to Google Docs, and creates follow-up tasks — automatically.
Example voice note
“Hey Christine, just finished a meeting with Sarah. She wants to Voice note after call: 'Bloom Bakery—the $2,300 February charge was display case $1,800 plus health inspection $500, both are business expenses, capitalize the display case'. Follow up on Thursday.”