Blogs

Fresh insights and ideas for modern accounting teams.

New in Vinyl: Revenue Opportunities - Find Hidden Revenue in Your ...

Your clients are telling you what they need — in every meeting. Vinyl's new Revenue Opportunities feature makes sure those signals don't stay buried in a transcript.

Jordan Vickery

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4

min read

Vinyl's Email Integration: Send Client Follow-Ups Minutes After th...

Vinyl's new email integration with Gmail and Outlook lets firms send personalised client follow-ups within minutes of a meeting ending, without leaving the platform.

Jordan Vickery

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3

min read

Vinyl × Ignition: From Conversation to Cash in One Click

Vinyl is integrating with Ignition to take accounting firms from meeting conversation to signed proposal and payment. The beta waitlist is open — here's what's coming.

Trent McLaren

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4

min read

New in Vinyl: Dynamic Post-Meeting Actions for Every Meeting Type

Meetings should end with clarity, not another admin job. Vinyl now creates dynamic post-meeting actions for client and internal meetings, including follow-up emails, file notes, meeting minutes and detailed summaries, so firms can move from conversation to action faster.

Jordan Vickery

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5

min read

More Control, Same Great Sync: Meet Manual Sync for Karbon and FYI

Manual sync for Karbon and FYI gives firms more control over where meeting notes are posted, while keeping the benefits of Vinyl’s existing auto-sync workflow. It’s a flexible new option for practices managing clients with multiple businesses or entities, helping teams choose the right records for every meeting.

Trent McLaren

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4

min read

Shared or Private? Vinyl’s New Smart Share Automates Meeting Visib...

Jordan Vickery

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4

min read

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