For bookkeepers
The AI meeting assistant for bookkeepers
Vinyl records your client calls and check-ins, writes up the notes and action items, and drafts the follow-up email, so the missing statement gets chased the same day instead of next week.
What changes after every client call
The expensive part of a client call is the twenty minutes afterwards. Vinyl does that part.The expensive part of a client call is the twenty minutes afterward. Vinyl does that part.
The follow-up is drafted before you hang up
Vinyl drafts the follow-up email from the meeting, with what the client still owes you and by when. You check it, then click Send from your own Gmail or Outlook, or save it as a draft.
How the follow-up email worksNotes land on the client, not on your desktop
Summaries and action items sync two-way with Karbon and FYI, and Xero Practice Manager clients are pulled into Vinyl, so each meeting is filed to the right client.
See the Karbon integrationPhone calls and site visits count too
Record an in-person meeting on the Vinyl mobile app, even without signal, and the notes are waiting when you get back to your desk.
The mobile appOne price for the whole practice
Every plan includes unlimited users, so adding a junior bookkeeper doesn’t add a seat.
Compare plans
Works with the tools your practice runs on
Vinyl joins Zoom, Microsoft Teams and Google Meet calls from your calendar, and files the notes to your practice management system.
What bookkeepers say about Vinyl
“Vinyl has become an invaluable tool in our bookkeeping practice.”
“It's perfect for my bookkeeping business and integrates with my Practice Management System.”
Frequently Asked Questions
It records your client calls, transcribes them and writes up the summary and action items, so you don’t take notes while you talk. Vinyl also drafts the follow-up email and files the notes to the client in Karbon or FYI.
No. Vinyl drafts the follow-up email with your signature. You check it and click Send from your own Gmail or Outlook, or save it as a draft. Nothing goes out until you send it.
Yes. Vinyl pulls your clients and contacts from Xero Practice Manager, so meetings are matched to the right client. Notes and actions sync two-way with Karbon and FYI.
No. Every plan includes unlimited users and a set number of recorded hours. Current prices are on the pricing page.