Claritalk is a platform designed for accounting, tax and advisory firms that brings client conversations and related work together in one workflow. It supports meetings, phone calls and online conversations by preparing relevant client information, transcribing discussions and turning conclusions into summaries, tasks and follow-up. Before a meeting, Claritalk can draw figures and outstanding items from AdminPulse, Silverfin and FID-Manager, help identify clients due for a meeting, and prepare suggested discussion topics.

During the conversation, its Claritalk Connect overlay provides a dossier checklist and prompts without requiring firms to switch meeting platforms. Afterward, teams can review the transcript and summary, approve tasks and hours, and send relevant conclusions back to their systems. Claritalk also offers meeting scheduling and preparation features, mailbox and calendar connections in its higher-tier package, and Clara, a role-play tool for practising conversations.

Plans include Meeting Starter, Business and Business+, with options for individual professionals and firms. The service is available in more than 50 transcription languages and supports Teams, Zoom, Meet and local VoIP