Effortless solution
trusted worldwide

15 years of experience

1M users

175K companies

Where faster, improved board management happens

Swift agenda builder

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


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.


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

Secure repository with global search

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

Rigorous security standards

SOC 2 & SOC 3 Certified

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


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

See how we can support your board


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, FISMA, DIACAP, and FedRAMP, 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.