About Vinyl
An AI teammate for accounting & bookkeeping firms, built by a team that understands them.
Team Meeting
Team Meeting
Team Meeting
Trent McLaren
Trent McLaren
Trent McLaren
Liss McLaren
Liss McLaren
Liss McLaren
Jordan Vickery
Jordan Vickery
Jordan Vickery
Bakir Budimlija
Bakir Budimlija
Bakir Budimlija
KC Moraleda
KC Moraleda
KC Moraleda
Maro Bulaong
Maro Bulaong
Maro Bulaong
Francis Tobias
Francis Tobias
Francis Tobias
Elle Bautista
Elle Bautista
Elle Bautista
2+
2+
2+
John Smith
John Smith
John Smith
John Smith
John Smith
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.
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 Al 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
Phase 1
AI Meeting Assistant
Captures the conversation by focusing on discussion points that matter, then structures it into notes, actions, owners, and dates—automatically. Syncs to your practice management, makes it searchable by contact/client/group, and drafts follow-ups ready to review.
Phase 2
AI Executive Assistant
Preps agendas, books the meeting, and nudges owners on what to bring. Afterward, it drafts the recap and next steps, schedules follow-ups, and keeps the team looped in—so promises don’t drift.
Phase 3
AI Practice Teammate
Holds firm-wide context across meetings, emails, docs and tasks, then actually runs the admin for you: opens/updates jobs, creates tasks with clear owners and due dates, attaches the right notes/files, and posts everything back to your practice management with a full audit trail. It also handles the comms layer: drafts client emails, proposals and engagement letters, schedules reminders and escalations, and keeps statuses in sync-always with human review before anything goes to a client.
Tax Compliance Meeting
Tax Compliance Meeting
Tax Compliance Meeting
Backed by Industry-Leading Investors
Backed by investors that care about accounting just as much as us.
A founding team with 30+ years combined experience of supporting accounting & bookkeeping firms around the globe.
Co-Founder
Co-Founder
Co-Founder
Co-Founder
Co-Founder
Co-Founder
Co-Founder
Co-Founder
Co-Founder
"I've been wary of AI notetakers in the past...but Vinyl just gets it. So easy to set up, and the summaries hone in on all the important items. Everything just happens automatically, reducing all the small tasks that quickly add up."
Cameo Ashe
Lemonade Beach Accounting
Vinyl helps you to transcribe, summarise, and action your client meeting notes: automatically using AI.
© 2025 Vinyl
Vinyl helps you to transcribe, summarise, and action your client meeting notes: automatically using AI.
© 2025 Vinyl
Vinyl helps you to transcribe, summarise, and action your client meeting notes: automatically using AI.
© 2025 Vinyl