File notes, team briefings, follow-up emails, proposals and more. Vinyl handles your post-meeting admin, before your next one starts.
Accountants lose 6.6 hours a week to post-meeting admin. Vinyl gives it back.
Why Vinyl
Most notetakers hand you a transcript and leave the rest to you. Vinyl turns the conversation into the file note, the team brief, the follow-up email and the proposal.
Vinyl joins your Zoom, Teams and Google Meet calls automatically, and records face-to-face client meetings through the mobile app with the same structured output either way.
Vinyl is tuned to accounting terminology with 95% transcript accuracy, strips the small talk, and connects to the practice tools your firm already runs on.
Every client conversation is captured, organised against the right client, and shared with the team that needs it, on one subscription for everyone with no per-seat cost.Every client conversation is captured, organized against the right client, and shared with the team that needs it, on one subscription for everyone with no per-seat cost.
“It’s so easy to save the meeting transcription into my workflow (Karbon) satisfying both my team and the TPB!!”
How it works
Vinyl runs the whole client-meeting lifecycle so your team isn’t stitching five tools together by hand.
Pre-meeting
01Calendar SchedulingComing soon
Create booking links that let clients & prospects pick a time and drop it straight into your calendar.
02Pre-meeting briefs
Open any upcoming meeting and a brief is waiting for you, built from your past meetings with that client and the agenda on the calendar invite.
During the meeting
03AI notetaker
Vinyl joins every call across Teams, Zoom and Google Meet, capturing every word with accounting-grade accuracy.
“I used to need a support person in every meeting. Now? Just Vinyl.”
Davie Mach, Box AdvisoryPost-meeting
04Filing & notes
The moment a meeting ends, Vinyl turns it into structured, accounting-specific notes and actions, organised against the right client and synced into your practice tools.The moment a meeting ends, Vinyl turns it into structured, accounting-specific notes and actions, organized against the right client and synced into your practice tools.
“One of the standout features is how Vinyl organises everything and then syncs meeting notes directly into our practice workflow - meeting outcomes are automatically linked to the right client records, saving a huge amount of post‑meeting admin time.”
Cameron Mason, The Insight Company Pty Ltd05Post-meeting actions
Vinyl turns the conversation into the follow-up email, file note, team brief and proposal — drafted and ready before your next meeting starts.
“The flow within Vinyl creates a focused follow-up email in seconds.”
Kieran Phelan, Founder, Satori Accounting06Insights
Vinyl reads each meeting for the services a client needs and what’s on their mind, and shows you the words they used.
Vinyl Studio · Firm intelligence
Your meetings are the richest data your firm has. Vinyl turns them into a living view of every client.
Revenue Opportunities
Vinyl surfaces additional revenue opportunities clients raise themselves, so nothing a client actually needs slips past the person who could help.
Firm-wide searchComing soon
Ask Vinyl across the whole firm: which clients need attention, which are happy enough to ask for a review, what’s being promised on every call.
Process & SOP generator
Share real conversations back to the team as coaching material. Use Vinyl to create processes & SOPs for how things should be done.
Accounting insights
Every opportunity and insight is based on what your client actually said.
I've sent this to lots of clients and always said, look, just confirm this is a correct reflection of the meeting. Is there anything that I've missed? Never had a correction.
Customer stories
Integrations
Vinyl slots into your existing workflow — capturing meetings wherever they happen, then filing notes, drafting follow-ups and drafting proposals.
FAQ
Yes. Vinyl is built for accounting and bookkeeping firms — your data is encrypted in transit and at rest, access is controlled, and your conversations are never used to train public AI models.
Vinyl is tuned to how accountants actually speak, so figures, technical terms and client names are captured with accounting-grade accuracy — not the generic transcription you get from a general notetaker.
Built-in notetakers stop at a transcript. Vinyl does the work that follows — file notes, team briefings, follow-up emails and proposals — organised by client and working across Zoom, Teams, Google Meet and in person.Built-in notetakers stop at a transcript. Vinyl does the work that follows — file notes, team briefings, follow-up emails and proposals — organized by client and working across Zoom, Teams, Google Meet and in person.
Minutes. Connect your calendar and meeting tools and Vinyl starts joining, transcribing and organising meetings straight away — there’s no rollout project to manage.Minutes. Connect your calendar and meeting tools and Vinyl starts joining, transcribing and organizing meetings straight away — there’s no rollout project to manage.
Yes. Vinyl supports clear in-meeting notifications so everyone knows recording is taking place, helping your firm stay transparent and compliant.
Absolutely. Vinyl organises every meeting against the right client on its own — no practice management integration required. Connect one later and it slots right in.Absolutely. Vinyl organizes every meeting against the right client on its own — no practice management integration required. Connect one later and it slots right in.
“Loving what this product brings to the table. Could be a real game changer for Bookkeepers in particular here in Australia right now.”
Rob MarshallEbiz Solutions
