If you're anything like the firms we’ve been speaking to in recent months, you probably spend a good chunk of time on the road — coffee in hand, driving to client meetings, nodding along while mentally noting, “I’ll type this up later.” 

Spoiler: you won’t.

And that’s not a dig. It’s just real life in a busy firm. Between juggling year-ends, BAS lodgements, and client queries, who’s got time to decipher yesterday’s half-legible scribbles?

In-person meetings are back in full swing. But unless you’ve got someone following you around with a Dictaphone and a laptop, they’re still the biggest gap in your firm’s records.

That’s exactly why we’re building the Vinyl Mobile App.

The “I’ll-Type-It-Up-Later” Trap

Most accountants and bookkeepers mean well. You bring the notepad. You jot things down. You intend to type it all up for the team that afternoon.

But then it’s four meetings later. You’re knackered. And your notes say something cryptic like:

“Check thing w/ Gary – client unsure???”

And now that follow-up action is… lost to the wind.

Even when notes do get written up, they often stay siloed in someone’s email or tucked into a Google Doc. No shared context. No integration. And no clear next steps for the team.

It’s a problem. Because those notes aren’t just admin — they’re promises made to clients.

Why Proper Capture Matters

When you capture your meetings properly, everything changes.

• No follow-up surprises. Everyone knows what was discussed and what’s next.

• No more “he said, she said.” Full context, with clear speaker IDs.

• No admin backlog. Actions go straight into your practice system, ready to roll.

More importantly, clients feel the difference. They’re heard. Their needs are actioned. You show up more prepared, more consistent, and more professional.

And that builds trust.

Why Existing Options Fall Short

Manual notetaking?

It’s not just old-school — it’s incomplete. You’re either writing or listening. Not both. And typed-up notes are rarely shared fast enough to be useful.

Recording on your phone?

You end up with one long, messy transcript. No structure. No speaker labels. It’s a pain to review, and it never makes it into the workflow.

Physical recording devices?

Sound quality, tick. Integration with your tech stack? Nope. You still have to manually extract info, sort actions, and brief your team.

None of these solve the real problem: getting meeting insights where they need to be, fast.

The Simpler Way with Vinyl’s Mobile App

That’s why we’re building Vinyl’s new mobile app — designed for accountants and bookkeepers who need to walk in prepared and walk out done.

Here's how it works:

• Open the app. Hit record. Put your phone on the table.
  No fiddling. No distractions. Vinyl captures everything.
  
  

• Smart speaker detection.
  Knows who’s talking, and separates the transcript accordingly.
  
  

• No signal? No stress.
  Vinyl works offline and syncs later — handy for client sites with dodgy reception.
  
  

• Auto-summary in seconds.
  Key discussion points, decisions, and actions — generated while you pack your laptop bag.
  
  

• Sent straight to your PM system.
  Karbon, FYI, XPM — Vinyl plugs right in. No more “Who’s following up on this?” Teams messages.
  
  

• Edit and assign speakers afterwards.
  Tidy it up when you’ve got a spare minute, then move on with your day.
  
  

Less Admin. More Action.

Vinyl’s Mobile App turns every in-person meeting into structured, searchable, shareable gold.

You save time. Your team stays aligned. Your clients get a better experience without you needing to lift a finger (beyond tapping “Record”).

It’s stupidly simple. Incredibly effective. And it’s launching soon.

Available early November — Join the Waitlist