Vinyl vs Zoom AI Companion

Vinyl vs Zoom AI Companion

Zoom AI Companion stays inside Zoom. Your meetings don’t.

Zoom AI Companion stays inside Zoom. Your meetings don’t.

Zoom AI Companion stays inside Zoom. Your meetings don’t.

Zoom AI captures the conversation. Vinyl turns it into structured file notes, follow-up emails, and client-ready outputs — and works across every platform, not just Zoom.

Zoom AI captures the conversation. Vinyl turns it into structured file notes, follow-up emails, and client-ready outputs — and works across every platform, not just Zoom.

Zoom AI captures the conversation. Vinyl turns it into structured file notes, follow-up emails, and client-ready outputs — and works across every platform, not just Zoom.

Vinyl meeting summary

Vinyl captures every meeting

✓ Follow-up email generated

✓ File note saved to the client record

✓ Works across Zoom, Teams, Google Meet, and in-person

~95%

Accounting terminology accuracy

1 click

From meeting to follow-up

Zoom AI works great — until it doesn’t

Zoom AI works great — until it doesn’t

Zoom AI works great — until it doesn’t

If every meeting your firm has happens on Zoom, and all you need is a basic recap, Zoom AI does a decent job. It’s baked into Zoom Workplace plans, it transcribes the conversation, and it produces a summary.

But for accounting firms, the gaps show up fast.

If every meeting your firm has happens on Zoom, and all you need is a basic recap, Zoom AI does a decent job. It’s baked into Zoom Workplace plans, it transcribes the conversation, and it produces a summary.

But for accounting firms, the gaps show up fast.

If every meeting your firm has happens on Zoom, and all you need is a basic recap, Zoom AI does a decent job. It’s baked into Zoom Workplace plans, it transcribes the conversation, and it produces a summary.

But for accounting firms, the gaps show up fast.

It only works inside Zoom

It only works inside Zoom

Zoom AI Companion is a Zoom product. It only captures meetings that happen on Zoom. When a client sends a Teams invite, joins via Google Meet, calls your mobile, or walks into your office — that conversation isn’t captured. To get Zoom AI on non-Zoom meetings, you need the AI Companion Add-on at $12/user/month, which sends a bot to join those calls.

The summaries don’t speak accounting

The summaries don’t speak accounting

Zoom AI treats a tax advisory session the same as a team lunch planning call. There’s no understanding of compliance deadlines, no recognition of accounting terminology, and no eye for the revenue opportunities sitting inside client conversations. Someone still has to read through the recap and manually extract what actually matters.

Notes stay trapped in Zoom

Notes stay trapped in Zoom

After the meeting, notes live in the Zoom app. Getting them into your practice management tool — Karbon, XPM, FYI — means manually copying, pasting, and filing. Most of the time, nobody does it.

“We were recording Zooms and just saving them onto a confidential database. You go on there, you download the MP3, you put it into Loom, you wait for it, you tag it… it was pretty manual.”

“We were recording Zooms and just saving them onto a confidential database. You go on there, you download the MP3, you put it into Loom, you wait for it, you tag it… it was pretty manual.”

“We were recording Zooms and just saving them onto a confidential database. You go on there, you download the MP3, you put it into Loom, you wait for it, you tag it… it was pretty manual.”

Ashley Rhodes

— Kevin Barry, Barry’s Accountants

A side-by-side look at what each tool offers for accounting firms.

A side-by-side look at what each tool offers for accounting firms.

A side-by-side look at what each tool offers for accounting firms.

A side-by-side look at what each tool offers for accounting firms.

A side-by-side look at what each tool offers for accounting firms.

Feature

Zoom AI Companion

Vinyl

Meeting platforms

Zoom only (native). Cross-platform needs $12/user/mo add-on with bot

Zoom, Teams, Google Meet + mobile app for in-person

In-person meetings

No dedicated capture

Mobile app (iOS & Android) for in-person meetings

Accounting intelligence

Generic summaries, no accounting training

~95% transcription accuracy. Trained on accounting terminology

Summary outputs

Summary + action items. Same format for every meeting

Dynamic post-meeting outputs: follow-up emails, file notes, proposals, detailed summaries. Client vs internal

Revenue opportunities

Not identified

Flags advisory and upsell opportunities from client meetings

Follow-up emails

No follow-up email generation

One click generates a draft follow-up email

Client record filing

Filed in Zoom app. Manual tagging required

Auto-tagged to the correct client/contact record

Cross-meeting intelligence

No cross-meeting querying

Ask Vinyl: query across all meetings. Generate documents

PM integrations

No accounting PM tool integrations

Karbon (two-way), FYI (two-way), XPM (one-way pull)

Proposal tools

None

Ignition, Socket, Anchor

Team visibility

Shared via Zoom app. No firm-wide knowledge base

Smart Share: firm-wide visibility by client, opt-in toggle

Recording retention

Cloud storage varies by plan. Local recordings need management

Permanent storage. No expiry

Pricing model

Included in Workplace plans (Zoom-only). Cross-platform: +$12/user/mo

Per-firm subscription. Unlimited users. One price

What Vinyl Does Differently

What Vinyl Does Differently

What Vinyl Does Differently

Summaries that understand accounting

Summaries that understand accounting

Vinyl is trained on accounting and bookkeeping language. It knows that BAS isn’t a typo, understands the difference between AR and AP in context, and recognises when a compliance deadline has been mentioned versus casual conversation.

Every summary captures the actions agreed in the meeting and flags revenue opportunities raised in the conversation. After a meeting, you know exactly what needs to happen next — no re-reading required.

Transcription accuracy sits at roughly 95%, and the AI is trained on accounting-specific terminology — layered with intelligence that learns your company names and speaker names.

Every platform. Every meeting. No add-ons.

Every platform. Every meeting. No add-ons.

Zoom, Teams, Google Meet — all covered natively. Plus the mobile app captures in-person meetings on the fly.

No $12/user/month cross-platform add-on. No bot joining your non-Zoom meetings. No gaps in coverage when a client books on a different platform.

“If you’re sitting on Zoom or Microsoft Teams already, Vinyl won’t be a problem.”
— Kevin Barry, Barry’s Accountants

From meeting to action in one click

From meeting to action in one click

Zoom AI gives you a recap. Vinyl gives you dynamic post-meeting outputs: structured file notes ready for compliance, a draft follow-up email you can review and send in one click, and proposals generated straight from the conversation — pushed into Ignition, Socket, or Anchor.

Outputs change depending on the meeting type. Client advisory sessions produce follow-up emails, file notes, proposals, and full summaries. Internal standups produce team actions and key decisions.

“Cut post-meeting write-ups from 20 minutes to 5, saving roughly an hour a day.”
— Haga Kommer

Intelligence across every conversation

Intelligence across every conversation

Ask Vinyl lets you search across all your meetings and clients at once. Draft a scope-of-work from the last three conversations with a prospect. Spot recurring compliance issues across your advisory clients. Generate documents from meeting intelligence — no copy-pasting into ChatGPT.

Connected to Your Practice Stack

Connected to Your Practice Stack

Connected to Your Practice Stack

Every meeting is automatically organised by client. That’s the foundation — no manual tagging, no folder shuffling.

Every meeting is automatically organised by client. That’s the foundation — no manual tagging, no folder shuffling.

What Firms Are Saying

What Firms Are Saying

What Firms Are Saying

Barry’s Accountants

Barry’s Accountants

Kevin Barry’s team was recording Zoom calls and manually downloading, converting, and filing each one. After moving to Vinyl, the entire process became automatic — every meeting captured, filed to the right client, and searchable by the whole team.

“You go on there, you download the MP3, you put it into Loom, you wait for it, you tag it… it was pretty manual.”
— Kevin Barry, Barry’s Accountants

Kevin Barry’s team was recording Zoom calls and manually downloading, converting, and filing each one. After moving to Vinyl, the entire process became automatic — every meeting captured, filed to the right client, and searchable by the whole team.

“You go on there, you download the MP3, you put it into Loom, you wait for it, you tag it… it was pretty manual.”
— Kevin Barry, Barry’s Accountants

Haga Kommer

Haga Kommer

Haga Kommer had multiple AI notetaker bots joining the same client calls. After consolidating to Vinyl, they cut post-meeting write-ups from 20 minutes to 5 — saving roughly an hour a day.

Haga Kommer had multiple AI notetaker bots joining the same client calls. After consolidating to Vinyl, they cut post-meeting write-ups from 20 minutes to 5 — saving roughly an hour a day.

Shapes Accounting

Shapes Accounting

Jim Leeves at Shapes turned on automatic recording for every meeting within a week of adopting Vinyl. The firm went on to grow revenue 140% year-on-year with the same-sized team.

Jim Leeves at Shapes turned on automatic recording for every meeting within a week of adopting Vinyl. The firm went on to grow revenue 140% year-on-year with the same-sized team.

Lemonade Beach Accounting

Lemonade Beach Accounting

“Vinyl just gets it. So easy to set up, and the summaries hone in on all the important items. Everything just happens automatically.”
— Cameo Ashe, Lemonade Beach Accounting

“Vinyl just gets it. So easy to set up, and the summaries hone in on all the important items. Everything just happens automatically.”
— Cameo Ashe, Lemonade Beach Accounting

One price. Every platform. No add-ons.

One price. Every platform. No add-ons.

One price. Every platform. No add-ons.

Zoom AI Companion is included with paid Zoom Workplace plans for Zoom-only meetings. But if your clients use Teams or Google Meet, you need the AI Companion Add-on at $12/user/month — which sends a bot to join those meetings.

Vinyl covers all platforms natively for one firm subscription. No per-user add-ons. No bots.

Zoom AI Companion is included with paid Zoom Workplace plans for Zoom-only meetings. But if your clients use Teams or Google Meet, you need the AI Companion Add-on at $12/user/month — which sends a bot to join those meetings.

Vinyl covers all platforms natively for one firm subscription. No per-user add-ons. No bots.


Zoom (all platforms)

Vinyl

5-person firm

Zoom plan + $60/mo add-on

Per-firm subscription

10-person firm

Zoom plan + $120/mo add-on

Same price

20-person firm

Zoom plan + $240/mo add-on

Same price

Per-seat scaling

Add-on cost scales with headcount

Fixed cost, unlimited users

Frequently Asked Questions

Frequently Asked Questions

Frequently Asked Questions

Does Vinyl work with Zoom?

Yes. Vinyl supports Zoom, Teams, and Google Meet natively. You don't need to choose one platform — Vinyl captures meetings across all three, plus in-person conversations via the mobile app.

I already have Zoom AI included in my plan. Why add Vinyl?

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What about Zoom's AI Companion Add-on for non-Zoom meetings?

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Can I use both Zoom AI and Vinyl?

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What if my firm doesn't use Karbon, FYI, or XPM?

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Start capturing meetings with Vinyl today

"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