Advice that is not written down did not happen
When a client disputes advice months later, a short note in the file is all you have. Writing full notes after every call is time nobody bills for.
AI notetaker for accountants, tax advisers and auditors: Every client conversation documented, without adding hours to the file.
Caven records client meetings, tax advice and audit interviews without a bot and turns them into notes for the client file. Your clients’ figures stay confidential and processed in the EU.
We take your data seriously
Your meetings are no one else's business.
Data stays in the EU- No bot joins your call
- ISO 27001 and GDPR
- No training on your data
In short
What is a good AI notetaker for accountants?
Caven is an AI notetaker for accountants, tax advisers and auditors, built for client data that falls under professional secrecy. It records client meetings, tax advice sessions and audit interviews from your own desktop or phone without a bot, processes them in the EU and never trains on client data. Each meeting becomes a transcript, a summary and action items that can be filed with the client in SharePoint, OneDrive or Google Drive.
- Recording
- No bot joins the call. Caven records from your desktop or phone: Teams, Zoom, Google Meet, Webex, in person and phone calls.
- Data location
- Processed in the EU. Your recordings are never used to train AI models.
- Hosting
- Caven EU cloud, your own AWS, Azure or GCP account, or fully on-premise.
- Security
- ISO 27001 certified, GDPR compliant, encrypted storage and optional pseudonymisation before AI processing.
- Output
- Transcript, structured summary in the right template, action items with owners, in 99+ languages.
- Integrations
- NetDocuments, SharePoint, OneDrive, Google Drive, Notion, Slack, and Outlook or Google calendar.
- Pricing
- A free plan, and Plus, Pro and Team with a 14-day free trial. Enterprise for firm-wide rollouts. See pricing
Caven at a glance
The challenge
Why generic AI notetakers don’t work for accounting firms
Professional secrecy rules out most AI tools
Client figures, salaries and tax positions cannot end up on US servers or in a model’s training data. Many AI notetakers offer no guarantee either way.
Busy season leaves no time for admin
During closing and tax season, follow-ups from client meetings slip. Missing documents and open questions surface too late.
Seamless in the background, with privacy at its core.
Prepare.
Walk into every meeting prepared, with context enriched briefings from your past meetings and connected tools.
Use cases
Which meetings accounting firms document with Caven
Client intake
Activities, structure and expectations, captured for the engagement and your client due diligence file.
Year-end and closing meetings
Adjustments, open documents and who provides what by when.
Tax advice sessions
The client’s situation, the options discussed and the advice given, as a record for the file.
Audit interviews
Inquiries with management and their answers, ready for your audit documentation.
Payroll and HR advice
Questions, decisions and next steps for the employer, without retyping notes.
Internal planning meetings
Staffing, deadlines and responsibilities per client during busy season.
Why accounting firms choose Caven
No bot in the call
Caven records from your desktop or phone. No third-party participant, no awkward introductions and no platform lock-in.
Your data stays in the EU
All recordings are processed exclusively within the EU. Never used for model training, never shared with third parties.
Built in Belgium, under EU law
Caven is a Belgian company with no US parent. Audio is processed on EU servers, and you can host Caven in your own cloud or on-premise.
The right summary, automatically
Caven recognises the type of meeting and applies a template tailored to your industry, or one built from your own notes.
Every meeting searchable
Every conversation becomes a structured record. Search your full history and ask the AI Copilot about any meeting.
Deploy where you want
Caven cloud, your own AWS, Azure or GCP, or fully on-premise. ISO 27001 certified and GDPR compliant.
Compliance
Made for professional secrecy and audit trails
Accountants, tax advisers and auditors are bound by professional secrecy and documentation rules. Caven fits those rules instead of working around them.
How Caven processes your dataProfessional secrecy
No bot or third party joins the meeting. Recordings are encrypted, processed in the EU and never used to train AI models.
Audit documentation (ISA 230 and ISQM 1)
ISA 230 asks auditors to document inquiries with management, and ISQM 1 asks firms to document consultations on difficult matters. Caven gives you a complete transcript and a structured summary of each conversation to support your working papers.
Anti-money laundering
Accountants are obliged entities under the EU anti-money laundering rules. Notes from intake conversations help document what the client told you. Your own client due diligence procedure stays leading.
GDPR
A data processing agreement, EU processing and pseudonymisation of names and identifiers before AI processing.
Caven supports your documentation; it does not replace your own legal or compliance assessment.
Hear it from the professionals who use it
“I hated taking written notes, which then weren’t always complete afterwards. Caven solved this problem for me completely.”
Frederik Vanden BogaerdeITLA“Safe and compliant use of AI is a priority for GD&A Advocaten. These tools increase our efficiency in the interest of our clients, and that is why we chose Caven.”
Steven MichielsGD&A Advocaten“Caven is a great tool that makes our day-to-day practice as lawyers a lot more efficient. The summaries are to the point, so during meetings we can focus more on the substance, which greatly improves the quality of the meeting. The Caven team’s technical support is always ready if there’s a problem. In short, a top product!”
Ivan ReynsReyns Advocaten“As a law firm, confidentiality is non-negotiable for us. Caven combines smart reporting with the security and privacy our sector demands.”
Sharryn-Chill HermyWanted Law“For a law firm, what is said in a meeting matters. Caven makes sure none of it gets lost and that it is properly worked through afterwards, which has made both our legal work and our admin a lot more disciplined.”
Maxim VaneeckhoutteMace“I hated taking written notes, which then weren’t always complete afterwards. Caven solved this problem for me completely.”
Frederik Vanden BogaerdeITLA“Safe and compliant use of AI is a priority for GD&A Advocaten. These tools increase our efficiency in the interest of our clients, and that is why we chose Caven.”
Steven MichielsGD&A Advocaten“Caven is a great tool that makes our day-to-day practice as lawyers a lot more efficient. The summaries are to the point, so during meetings we can focus more on the substance, which greatly improves the quality of the meeting. The Caven team’s technical support is always ready if there’s a problem. In short, a top product!”
Ivan ReynsReyns Advocaten“As a law firm, confidentiality is non-negotiable for us. Caven combines smart reporting with the security and privacy our sector demands.”
Sharryn-Chill HermyWanted Law“For a law firm, what is said in a meeting matters. Caven makes sure none of it gets lost and that it is properly worked through afterwards, which has made both our legal work and our admin a lot more disciplined.”
Maxim VaneeckhoutteMaceFurther reading for accounting firms
ComplianceNavigating Client Confidentiality in the Age of AI Meeting Assistants
ComplianceWhy Pseudonymization Matters in AI Meeting Intelligence
ComplianceWhy Encrypted Meeting Recordings Matter for Regulated Teams
EU RegulationThree Laws, One Problem: GDPR, the AI Act, and the CLOUD Act vs. Your AI Meeting ToolQuestions from
accounting firms.
Got a question?
Get in contact with our team.
Yes, as long as the tool keeps client data confidential. Caven does not send a bot into the call, processes data in the EU, never trains on client data and can pseudonymise names and identifiers before AI processing. Firms that want full control can host Caven themselves.
Caven records interviews with management and turns them into a transcript and a structured summary. You can use these to support the documentation of inquiries in your working papers, as ISA 230 expects.
Yes. Put your phone or laptop on the table and Caven records the conversation in person. Online meetings and phone calls work as well.
Yes. Caven recognises the meeting type and applies a matching summary template, and you can create your own templates from notes you already write today, for example for a year-end meeting or a tax advice session.
In the Caven library, and if you want automatically in SharePoint, OneDrive or Google Drive, so notes are filed with the right client.
Yes. Caven is ISO 27001 certified, signs a data processing agreement, processes data in the EU and never shares it with third parties.
Caven records intake and onboarding conversations and turns them into structured notes of what the client explained about their activities and the origin of their funds. Those notes can support your client due diligence file under the EU anti-money laundering rules; your own AML procedure and risk assessment stay leading.
Yes. Caven runs on the Caven EU cloud by default, and firms that want full control can run it in their own AWS, Azure or GCP account or fully on-premise behind their own firewall.
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