Effortless solution

trusted worldwide

15 years of experience

1M users

175K companies

Where faster and improved board management happens

Swift agenda
builder

Improved efficiency and precision.
Build agendas in minutes using
drag-and-drop and autofill.

Superior
meetings

Enhance productivity with a unified system that enables real-time note- taking and capture of voting results.

Minutes
on autopilot

Transform minutes creation and workflow. Generate, share, and approve minutes on the fly, while ensuring accuracy and compliance.

Engagement
tracker

Gain a bird's-eye view of prep and reading progress. Access actionable insights while sending tasks and reminders.

Secure repository
with global search

Enhance speed, organization and security. Upload entire folders and access advanced search tools, all with no file restrictions.

Streamlined
voting

Easily cast votes, comment, and approve decisions. Vote on behalf of others and enable voting in unanimous decisions.

Action items in
real time

Capture action items as they happen, assign ownership, and set deadlines directly in the minutes editor.

Total RSVP
visibility

Keep track of attendance with cross-channel invites and responses. Auto prompts make managing attendance painless.

Explore iDeals Board

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Meeting management

Streamline meeting setup. Unleash collaboration. Define your next actions. Meeting management has never been easier.

Invitations, RSVPs, quorum

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Agendas

Speed up agenda creation with the agenda builder, optimized for simplicity and efficiency.

Drag-and-drop, templates

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Board book viewer

Forget email attachments and complex threads. Our board book viewer focuses everyone on the same up-to-date material.

Online viewer, annotations

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Meeting minutes

Generate, share, and review board meeting minutes effortlessly.

Online editor, custom template

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Action items

Take minutes. Allocate actions. Send reminders to ensure timely execution.

Tasks, status tracker, reminders

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Voting

A built-in voting management is integrated into the minutes editor, so running a vote is just another click.

Cross-device, real-time voting

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Global search

Find any decision, document or report exactly when you need it with our intuitive search.

Search entire platform

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Document repository

Leverage unlimited storage and powerful search capabilities with your centralised repository.

Unlimited storage

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Dashboard

Keep track of what’s important the moment you log in. Whether new meetings, assigned actions or shared documents – you'll see it all.

Alerts, progress tracking, reminders

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Security

iDeals is independently certified ensuring your board portal meets regulatory standards for security and compliance.

SOC2, ISO27001, SSO, 2FA

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Mobile devices

Mobile access improves productivity. Review documents, share feedback, and even cast votes as required.

iOS, Android

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Integrations

Coordinate board meetings easily using calendar and conference integration.

Calendar, video conference

Explore iDeals Board by workflow

Before

Transform preparation into a seamless process. Compile docs, build agendas and coordinate schedules – all in one platform.

During

Spend time on managing the meeting and let Board do the rest. Draft notes, run votes, and capture actions in one space.

After

Drive results after the meeting. Wrap up admin, circulate minutes, sign off decisions, and assign actions.

Rigorous security standards

ISO/EIC
27001:2013
SOC 2 & SOC 3
Certified
HIPAA
Compliant
GDPR
Compliant

Why customers choose us

With its logical structure and pleasant interface, iDeals has been very easy and intuitive to use. Its security features provide us confidence in its integrity, which is important.

Benjamin Ergas

Co-CEO

The iDeals team met all of our requirements and needs which helped us to be very efficient. Their support is extraordinary and their system provides us with all necessary tools to effectively follow and monitor processes.

Dejan Jelisavac

Financial Advisor

We were really satisfied with the iDeals product as it was easy to setup and use and provided all of the functionality, user management and security we needed.

Nick Mills

General Manager Finance

Discover the power of iDeals Board meetings

FAQs

What is iDeals Board?

iDeals Board automates and streamlines your meeting preparation and management. It’s a simple yet powerful centralized board and committee meeting management tool, giving you complete control and saving you time and money.

Why choose iDeals Board?

iDeals Board allows you to view, create, and manage your meeting tasks and assets in one place. No need to log into multiple applications or search inboxes and hard drives for important documents. Improved task management and reminders remove the stress of meeting admin. One single tool for preparing productive board meetings with speed and efficiency means increased visibility, better communication, and time back to focus on other tasks.

What support is available?

Our support is available via email and AI powered chat 24/7. You can also visit the help center at any time to browse articles and search for answers.

How do I sign up?

Start today by requesting a free demo. It’s easy to sign up and you don’t need a credit card.

Where is my data stored?

Your data is safe and is stored in highly secure AWS data centers, compliant with SOC 1/ISAE 3402, SOC 2, SOC 3, PCI DSS Level 1, ISO 9001, ISO 27001, ISO 27017, and ISO 27018. All your files in data centers are encrypted with AES 256-bit.

Is there a mobile app?

Yes! Our mobile app makes it easy to manage meetings on-the-go. You can find it on the Apple App Store or Google Play.

Which file types can I work with?

Viewing documents in iDeals Board is a breeze. In the document library, you can view PDF and Microsoft Excel, Word, and PowerPoint documents. In the agenda and board book, documents are presented in PDF format. All other file formats can be downloaded for viewing locally.