For accountants, auditors, and consultants, the ability to listen, capture, and act on client information accurately isn’t just helpful—it’s mission-critical.
Plaud.ai’s smart note-taking system, powered by the latest in hardware and AI technology, is designed to fix that. With Plaud Note and NotePin, professionals like you can:
- Record any client interaction (even phone calls!)
- Get accurate transcripts and smart summaries instantly
- Cut down on soul-crushing admin
- Focus more on advising your clients and delivering results
Boost your financial efficiency with Plaud
As an accountant or advisor, client conversations happen everywhere, especially over the phone. With Plaud Note, you can:
- Record phone calls and in-person meetings with a single tap
- Integration with 50+ apps to streamline your workflow
- Never worry about missing key client details again
- Upload and transcribe audio in seconds via the Plaud.ai app
- Use output as the basis for documentation, reports, and client follow-ups
Whether it’s a tax consultation, audit planning, or status check-in, Plaud Note ensures no insight is lost.
Client visits, co-working spaces, team workshops—your work isn’t always desk-bound. That’s where Plaud NotePin comes in. With Plaud NotePin, you can:
- 4 versatile wear modes: Clip it, Pin it, Wear it on a wristband, or around your neck
- Use anywhere, hands-free - great for client offices, conference halls, or on-the-go interviews
- AI-powered noise cancellation delivers high-quality audio, even in busy environments
Now, your meetings go wherever you go—and your notes come with you, without a single pen stroke.
Transcribe. Summarise. Advise. Effortlessly.
Say goodbye to scribbling notes and re-listening to calls. Plaud.ai’s software suite includes:
- Transcription accuracy up to 97%
Stop worrying about missed numbers or mumbled terms—Plaud’s AI model captures conversation with precision so you can focus fully on the client.
- AI summarization with action lists
Get instant meeting summaries with clear bullet points, defined next steps, and key action items. These are perfect for improving team coordinationand timely client delivery..
- 15 free summary templates for professionals
With just one click, you can choose the best summary format to suit your workflow: audit summary, tax consultation notes, compliance checklist, and more.
- No more "who said that"
When clients are listening and five professionals are talking tax, clarity isn’t optional. Speaker labels keep the conversation grounded—every voice, clearly accounted for.
- Meet ask AI — your intelligent assistant within Plaud
Retrieve anything from your notes, get questions answered, and have smart tasks done by Plaud Intelligence. Spend less time searching and more time thinking critically .
- Industry glossary for sharper notes
From "capital allowances" to "materiality thresholds"—Plaud’s accounting & audit term libraries ensure your transcripts and reports use the correct professional language .
Security, compliance, and peace of mind
In accounting, privacy is paramount. Plaud.ai takes security just as seriously as you do.
- End-to-end encrypted recording and transcription
- All data is stored in compliance with SOC2
- You control data retention and deletion policies
Plaud is your best AI-powered meeting assistant, designed with confidentiality at its core.
Reclaim your time, improve your delivery
You didn't become a CPA to type meeting notes. With Plaud Note and Plaud NotePin, you can:
- Capture every word, from anywhere
- Automatically generate clean, structured transcripts and action lists
- Save time, reduce errors, and better serve your clients
Try Plaud.ai today—and let your AI assistant take notes while you deliver results.
