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Product updatesVinyl's Email Integration: Send Client Follow-Ups Minutes After the Meeting Ends
Product updatesVinyl × Ignition: From Conversation to Cash in One Click
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38 articles
Tips and guides
New in Vinyl: Custom Prompts, Glossary and Writing Style, So Vinyl Works the Way Your Firm Does
Save and share your firm's own prompts, teach Vinyl the names only your firm knows, and choose how your client emails sound. Here's what's new in Vinyl.
Tips and guides
Why meeting notes shouldn’t live in isolation
See how Vinyl helps accounting firms turn meeting notes into follow-ups, file notes, actions and client context connected to the tools teams already use.
Tips and guides
Why meetings slow down accounting firms (and what to do about it)
See how accounting firms can save time after client meetings by automating notes, follow-ups and actions with Vinyl’s accounting-specific AI in less time.
Tips and guides
How to sync client meeting notes straight into Karbon
Learn how to sync client meeting notes straight into Karbon, with an overview, key discussions and dated action items, and a link to the full meeting in Vinyl.
Tips and guides
Why advisory work breaks down after the meeting (and how to fix it)
See why advisory work breaks down after client meetings, how poor follow-up hurts accounting firms, and how Vinyl helps turn meeting notes into action fast.
Tips and guides
Is it safe to use an AI notetaker in client meetings? A guide for accounting firms
Yes, if your firm handles consent, checks where client data goes and reviews the summaries. The questions to ask any AI notetaker before a client meeting.
Tips and guides
The hidden cost of poor meeting documentation in accounting firms
Poor meeting documentation costs accounting firms more than lost hours. See the hidden hit to revenue, client trust and growth, and how Vinyl fixes it.
Company news
Vinyl Is a Finalist for Emerging App of the Year at the ICB Luca Awards
Vinyl is a finalist for Emerging App of the Year at the ICB Luca Awards 2026, voted on by ICB members, with the awards ceremony held in London this November.
Product updates
New in Vinyl: Choose Between Concise and Detailed Meeting Summaries
Vinyl now lets you choose between a concise or detailed meeting summary. Set your preference once, or switch a single meeting to detailed when it needs more.
Company news
Revenue Opportunities: Release of the Year Shortlist
Vinyl's Revenue Opportunities feature has been shortlisted for Release of the Year at the Digital Disruptor Awards, run by The Loop. Here's what it does.
Company news
Four Xero Global App Award Shortlists, and the Firms Who Put Us There
Vinyl has been shortlisted for four Xero Global App Awards 2026, including Practice App of the Year. Thank you to the accounting firms who got us here.
Product updates
Vinyl × Socket Is Live: Turn Meeting Conversations Into Draft Proposals
The Vinyl × Socket integration is now live. Run a meeting, click one button, and a draft proposal lands in Socket, built from what was actually said.
Product updates
New in Vinyl: Upload Audio Files and Transcripts From Anywhere
Upload audio files and transcripts from VOIP calls, phone recordings and other tools to Vinyl, so every client conversation is in one place, searchable.
Product updates
New in Vinyl: Meeting Type Tags to Sort and Filter Every Recording
Vinyl's new meeting type tags let accounting firms sort and filter recordings by conversation type, so finding every discovery call takes just one click.
Product updates
New in Vinyl: Pre-Meeting Briefs So You Walk In Already Prepared
Vinyl now generates an internal pre-meeting brief for your upcoming meetings, pulling context from past meetings and your calendar so you walk in prepared.
Company news
100,000 Hours In: From Notetaker to Doing the Work
Vinyl just passed 100,000 hours of recorded accounting client meetings. Here is what changed as we went from taking notes to handling what comes after the call.
Product updates
Vinyl × Ignition Is Live: Meetings That Write Your Proposals
The Vinyl × Ignition integration is live. Run a meeting, click one button, and a draft proposal with services, prices and a personal email lands in Ignition.
Product updates
New in Vinyl: Revenue Opportunities - Find Hidden Revenue in Your Client Meetings
Vinyl's new Revenue Opportunities feature analyses your meeting transcripts to surface upsell and advisory signals your team might otherwise have missed.Vinyl's new Revenue Opportunities feature analyzes your meeting transcripts to surface upsell and advisory signals your team might otherwise have missed.
Product updates
Vinyl's Email Integration: Send Client Follow-Ups Minutes After the Meeting Ends
Vinyl now connects to Gmail and Outlook so firms can draft and send personalised client follow-ups directly from the meeting recording. Here's how it works.Vinyl now connects to Gmail and Outlook so firms can draft and send personalized client follow-ups directly from the meeting recording. Here's how it works.
Product updates
Vinyl × Ignition: From Conversation to Cash in One Click
Vinyl's upcoming Ignition integration turns meeting conversations into draft proposals and gets you paid, all in one click. Join the beta waitlist now.
Tips and guides
Are AI meeting summaries accurate enough for financial discussions?
AI meeting summaries can support financial discussions, but only when they go beyond transcription to structured notes, actions and decisions you can check.
Tips and guides
Common documentation mistakes in accounting client meetings
Poor meeting documentation affects follow-ups, client expectations and the reliability of your firm's records. The common mistakes, and how to avoid them.
Product updates
New in Vinyl: Dynamic Post-Meeting Actions for Every Meeting Type
Vinyl now creates tailored post-meeting actions for client and internal meetings, so firms can draft follow-ups, file notes, minutes and summaries faster.
Product updates
More Control, Same Great Sync: Meet Manual Sync for Karbon and FYI
Meet manual sync for Karbon and FYI. Choose exactly where each meeting's notes go, keep control of the client record, and keep auto sync for everything else.
Product updates
Shared or Private? Vinyl’s New Smart Share Automates Meeting Visibility
Automate meeting visibility with Smart Share. Client meetings are shared with your team and internal ones stay private, with no manual admin for anyone.
Tips and guides
Automated meeting notes for accountants: what changes when you stop typing
Automated meeting notes let accountants listen instead of type. How they work with Zoom, Teams and practice software, and what still needs a human check.
Tips and guides
How much time accountants lose on meeting admin
Accountants lose billable hours to meeting admin every week. How much time it really costs a firm, where it goes, and how automation gets those hours back.
Company news
Vinyl Joins The Xero Developer Growth Program And Lands on Two 2026 Power Lists
Vinyl joins Xero's 2026 Developer Growth Program and earns two Power List spots, recognising its impact on accounting firms and their advisory workflows.Vinyl joins Xero's 2026 Developer Growth Program and earns two Power List spots, recognizing its impact on accounting firms and their advisory workflows.
Company news
Jack Overton Joins Vinyl as Sales Lead
Vinyl strengthens its leadership team with Jack Overton as Sales Lead, supporting its expansion across accounting firms and across the wider Xero ecosystem.
Product updates
Introducing the New Ask Vinyl: Your new personal assistant
Meet the new Ask Vinyl. Ask questions across your meetings, get insights, draft emails and turn client conversations into work your whole team can act on.
Tips and guides
Vinyl Research: Post-Meeting Admin Is Quietly Costing Accounting Firms 23+ Days a Year
Our research across 259 accounting firms shows post-meeting admin costs the median firm 3.8 hours a week, and where those hours go after each client meeting.
Tips and guides
Why Zoom, Teams, and Google Meet Notetakers Fall Short for Accounting Firms
Zoom, Teams and Google Meet notetakers often fall short for accounting firms. The key limitations, and what to use instead for client work and follow-ups.
Tips and guides
Why Advisory Keeps Stalling at “Partner-Led”… and How to Fix It
Many firms struggle to scale advisory beyond the partners. Practical ways to standardise how advisory is delivered and grow it across your whole team.Many firms struggle to scale advisory beyond the partners. Practical ways to standardize how advisory is delivered and grow it across your whole team.
Product updates
Vinyl mobile app launch: turn every in-person conversation into action before you've walked out the door
The Vinyl mobile app launched for iPhone and Android: record in-person client meetings, get the summary and actions, and file them to the client.
Product updates
Forget Your Notepad: Vinyl’s New Mobile App Will Make In-Person Meetings Effortless
The Vinyl mobile app brings AI meeting notes, transcripts and summaries to in-person client meetings, so conversations away from the desk get captured too.
Company news
Vinyl Raises $2M to Build the Future of AI Meeting Assistants for Accountants
Vinyl raises $2M in seed funding to grow its AI meeting assistant for accounting firms, which turns client meetings into notes, follow-ups and actions.
Tips and guides
Stop Drowning in Meeting Admin
Eliminate meeting admin with an AI meeting assistant that automates notes, action items, and summaries so teams save time and stay productive with Vinyl.
Tips and guides
Is Your AI a Back-Seat Driver? Why Firms Need Team-Mates, Not Just Co-Pilots
Why accounting firms need AI that does the work after a meeting, like a team-mate, rather than a co-pilot that only suggests. What that looks like in practice.
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