Tolvi Meetings, a note-taker for client meetingsYou talk. Tolvi takes the notes.
Tolvi Meetings is a note-taker for client meetings at UK accountancy practices. It joins a call on Zoom, Google Meet, Microsoft Teams, Webex or GoTo Meeting, and afterwards Tolvi AI writes up a summary, key points, next steps, open questions and a draft follow-up email, filed against the client.
Get early accessSee Tolvi Meetings pricing
Tolvi is in early access. We're opening to a small number of UK practices.
Sample client: Clegg Roofing Ltd · 14 October 2026 · 32 minutes
Year-end planning call · Write-up
Sample Tolvi Meetings write-up: a summary of a year-end planning call, three next steps and what each became, a draft follow-up email and a note that the recording was deleted.
Summary
The director confirmed the van purchase in March and the disposal of the old van. Turnover is up on last year. The client wants the accounts approved before the end of December.
Next steps
- Send the loan statement for the new van at 31 MarchClient request
- Check the director’s loan account before the accounts are approvedReview point on J
- Confirm whether the company will register for VAT this yearTo sort
Draft follow-up email ready to copy and send yourself.
Recording deleted after the write-up was saved.
Paste a link. Get a write-up.
Works with Zoom, Google Meet, Microsoft Teams, Webex or GoTo Meeting. Nothing needs installing.
Step 1: Send a note-taker
Paste the meeting link and choose the client.
Step 2: Or tick it in Outlook
Connect your Microsoft Outlook calendar (Microsoft 365 or Outlook.com) and tick the meetings you want recorded. Connecting records nothing on its own: only the meetings you tick get a note-taker, and moved or cancelled meetings are followed.
Step 3: Let Tolvi Notetaker in
The note-taker joins as "Tolvi Notetaker" and posts a message in the meeting chat saying it is recording. Time in the waiting room isn’t counted.
Step 4: Read the write-up
After the meeting, Tolvi AI writes a summary, key points, next steps and open questions from the transcript.
Step 5: File it and follow up
The meeting is filed against the client. Turn its next steps into review points on that client’s year-end in Working Papers, or into requests listed in the draft follow-up email. Tolvi never sends the email: you copy it, check it and send it yourself.
What you get
Everything that was agreed, on one page
A write-up for every meeting
A summary, key points, next steps and open questions, with the full transcript beside them and searchable. If the summary can’t be written, the transcript is still filed.
A draft follow-up email
Tolvi AI drafts a follow-up email to the client from what was agreed. It’s a draft only: Tolvi never sends it, and it isn’t written when nothing was agreed or the meeting wasn’t with a client.
Filed against the client
Each meeting sits on the client’s record, in the same place as their year-end.
Recordings aren’t kept
The recording is deleted as soon as the transcript and summary are saved, or as soon as a meeting fails.
Your practice decides who uses it
A firm admin chooses who in the practice can use Tolvi Meetings in the Admin console.
The write-up is on the house
Writing up a meeting doesn’t use your firm’s Tolvi AI tokens.
Recorded in the EU. Then deleted.
Recall.ai records and transcribes the meeting in the EU (Frankfurt, with transcription in Dublin). As soon as the transcript and summary are saved with the rest of your data on AWS in London, Recall.ai deletes the recording.
Recall.ai is a sub-processor in the privacy notice. An Outlook connection gives it read access to that calendar.
How Tolvi Meetings handles client dataWith Tolvi Working Papers
Next steps become review points
A meeting filed against a client sits on the same client record as that client's year-end file. From the Next steps tab, a reviewer can turn a next step into a review point on the client's year-end in Working Papers. Nothing is signed off from a meeting.
What Tolvi Working Papers doesPay for the minutes you record
- Starter
- 300 minutes a month
- £9 a month
- Solo
- 1,200 minutes a month
- £29 a month
- Team
- 3,000 minutes a month
- £69 a month
- Practice
- 6,000 minutes a month
- £129 a month
- Firm
- 15,000 minutes a month
- £319 a month
- A meeting counts the length of its recording, rounded up to the whole minute. Time in the waiting room doesn’t count, and a meeting that never recorded counts nothing.
- The allowance is pooled across everyone in the practice who uses Tolvi Meetings, and starts again each calendar month.
- Recording never stops at the allowance. Minutes over it are billed at 3p a minute at the end of the month.
- A firm admin can start a trial of Tolvi Meetings from the Admin console, with 300 minutes of recording.
- Tolvi Meetings can be bought on its own, or added to your practice’s Working Papers subscription.
Waiting rooms don’t count.
Tolvi Meetings prices, monthly and annualWhere it stops today
What’s live and what’s coming- Transcripts and summaries come after the meeting, and the follow-up email is a draft that a person sends.
- Outlook is the calendar Tolvi connects to. Google Calendar is coming.
Questions about Tolvi Meetings
What is Tolvi Meetings?
Tolvi Meetings is a note-taker for client meetings at UK accountancy practices. It joins a call on Zoom, Google Meet, Microsoft Teams, Webex or GoTo Meeting, and afterwards Tolvi AI writes up a summary, key points, next steps, open questions and a draft follow-up email, filed against the client. It's part of Tolvi, so it uses the same sign-in and the same clients as Working Papers.
Which meeting apps and calendars does Tolvi Meetings work with?
The note-taker joins meetings on Zoom, Google Meet, Microsoft Teams, Webex or GoTo Meeting: paste the meeting link. You can also connect a Microsoft Outlook calendar (Microsoft 365 or Outlook.com) and tick the meetings you want recorded. Nothing needs installing.
Does Tolvi keep the meeting recording?
No. Recall.ai records and transcribes the meeting in the EU (Frankfurt, with transcription in Dublin). As soon as the transcript and summary are saved with the rest of your data on AWS in London, Recall.ai deletes the recording.
Does Tolvi email the client after the meeting?
No. Tolvi AI drafts a follow-up email, and a person copies it, checks it and sends it. Tolvi never sends it.
How much does Tolvi Meetings cost?
Tolvi Meetings is priced per practice by minutes recorded a month, pooled across everyone who uses it: Starter, 300 minutes for £9 a month; Solo, 1,200 minutes for £29 a month; Team, 3,000 minutes for £69 a month; Practice, 6,000 minutes for £129 a month; Firm, 15,000 minutes for £319 a month. Pay annually for 15% off. Minutes over the allowance are 3p a minute, and the AI write-up is included. Tolvi is not VAT-registered, so no VAT is added.
More answers on the questions and answers page.