Start for free

About Vinyl

An AI teammate for accounting & bookkeeping firms, built by a team that understands them.

Team Meeting
  • Trent McLaren
  • Liss McLaren
  • Jordan Vickery
  • Aden Prior
  • Tayla Eveleigh
  • Elle Bautista
  • Jose Luis Tarin Tera
  • Mark
Five people in matching “Eat. Meet. Rec(o)rd. Repeat.” Vinyl shirts standing together at an event

Never miss a promise again

Too many good intentions die in the gap between meeting and follow-up. Scattered notes, no team visibility, and admin that eats the afternoon.

Vinyl’s mission is simple: make every meeting count. Our accounting-trained AI captures what’s said, turns it into clear notes and actions, and slots it into your practice management tools, ready to query, share, and act on. Draft emails in a click, see what was discussed by client or contact, and give your team the context to move fast.

Less overwhelm. Better client experience. More time back.

A woman speaking to a crowd in a red-lit bar at a Vinyl event

The always-on client record

We're building a living, searchable record of every client relationship, spanning conversations, decisions and next steps, so your firm operates with shared context and zero surprises. Think of it like dropping the needle and hearing the whole story, not scattered scraps of notes.

Then we go further. Vinyl becomes a context-rich AI teammate across meetings, emails, documents and tasks, able to execute practice workflows inside your existing tools, with clear human review before anything reaches a client.

Built exclusively for the profession, we're aiming for three outcomes: zero missed promises, more time for client work, and a consistently better client experience. Not hype. Step by step, with the guardrails that matter.

What we’re building

We’re building an AI operating system for accounting firms. It captures the full context of every client relationship, understands each client, and puts AI agents to work on the admin before, during and after every meeting.

  1. Phase 1Live

    Voice OS

    Every client meeting, captured and turned into work your team can use.

    • Zoom, Teams and Google Meet, plus in-person meetings on the mobile app
    • Accounting-trained notes, file notes and actions with owners and dates
    • Filed against the right client, synced to Karbon and FYI, with clients pulled in from Xero Practice Manager

  2. Phase 2Live and growing

    Client intelligence

    Vinyl learns each client, so you’re ready before the meeting and know what to do after it.

    • A pre-meeting brief on where you left off and what to raise
    • Client themes and new service opportunities after every meeting
    • Proposals drafted in Ignition, Anchor or Socket for you to approve
    • KYC evidence checks, handover guides and training packs in one click

    Coming soon

    • A booking page in your firm’s branding for clients
    • A desktop app for Mac and Windows that records without a bot, phone calls included
    • A complete picture of each client: people, trusts and companies across their meetings, with email as context
    • Meeting summaries filed into the client’s SharePoint folder
    • AccountKit for practice management, and HubSpot and Google Drive as context in Vinyl Studio

  3. Phase 3Next

    Firm intelligence and AI agents

    Every channel in one client record, and AI agents that run your firm’s meeting admin.

    • Meetings, phone calls, documents and email in one client record
    • Agents that handle booking, prep, follow-ups, proposals, tasks and filing
    • A person approves before anything reaches a client
    • A client portal, starting with meeting summaries and the relationship timeline
    • Email triage that sorts what needs a reply or an action

Backed by industry-leading investors

Backed by investors who care about accounting as much as we do.

A founding team with 30+ years combined experience of supporting accounting & bookkeeping firms around the globe.

Frequently Asked Questions

Find answers to common questions about our AI meeting assistant for accountants and bookkeepers.

The long-term vision goes beyond meeting capture. Our roadmap shows a progression toward a broader AI practice teammate that supports meetings, emails, tasks, and client communication, while still keeping humans in control of final decisions and client relationships.

Accounting and bookkeeping rely heavily on trust, accuracy, and follow-through. By creating a dependable record of client interactions and reducing the risk of missed commitments, our platform is designed to strengthen relationships rather than replace human judgment.

Our solution is designed for accounting and bookkeeping firms that want clearer client records, better follow-up, and less reliance on manual note-taking, without changing how they naturally run meetings or interact with clients.

Our meeting assistant was created to solve a very specific problem: accountants and bookkeepers regularly make commitments during client meetings, but those promises can be easy to miss or forget over time. The goal is to ensure every conversation is captured accurately so client expectations, decisions, and follow-ups are never lost.

It means client conversations are continuously captured and organised into a reliable record. Instead of relying on memory or scattered notes, firms can refer back to what was actually discussed, helping them stay aligned with clients and maintain trust over time.It means client conversations are continuously captured and organized into a reliable record. Instead of relying on memory or scattered notes, firms can refer back to what was actually discussed, helping them stay aligned with clients and maintain trust over time.

Start capturing meetings with Vinyl today

Start for free

“The team at Vinyl are transparent listeners building a great app for the accounting and bookkeeping professions.”

Cameo AsheLemonade Beach Accounting