Integrate Vinyl with your firm's tech stack
Meeting notes & actions shouldn't live in isolation. Connect Vinyl to where your team does their work.
Works with the tools your firm already uses
Meetings
Vinyl apps
- Mobile app
- Desktop appComing soon
- Phone calls (VoIP)Coming soon
Client context
Client emailsComing soon
Client reference documentsComing soon- HubSpotComing soon
Practice management
Document management
Featured apps
Create Ignition proposals directly from client meetings in Vinyl
IgnitionSync meeting notes & actions to client records in FYI
FYISync meeting actions & notes to client timelines in Karbon
KarbonCreate Socket proposals directly from client meetings in Vinyl
SocketTurn meeting context into an Anchor proposal in 30 seconds
Anchor
Connect Vinyl to the tools your firm already uses
Meetings
Zoom
Automatically record & summarise meetings in ZoomAutomatically record & summarize meetings in Zoom
Learn moreGoogle Meet
Automatically record & summarise meetings in Google MeetAutomatically record & summarize meetings in Google Meet
Learn moreMicrosoft Teams
Automatically record & summarise meetings in TeamsAutomatically record & summarize meetings in Teams
Learn more
Calendar
Practice management
FYI
Sync meeting notes & actions to client records automatically
Learn moreKarbon
Post meeting notes & actions to client timelines automatically
Learn moreXero Practice Manager
Sync clients & contacts into Vinyl to organise meeting notes & actions effectivelySync clients & contacts into Vinyl to organize meeting notes & actions effectively
Learn more- Coming soon
AccountKit
Your client meetings in AccountKit, alongside the rest of the client’s work
Learn more
Document management
Proposals
CRM
No integrations match your search.
Frequently Asked Questions
Find answers to common questions about our AI meeting assistant for accountants and bookkeepers.
Vinyl integrates with Zoom, Google Meet, and Microsoft Teams, with our meeting assistant able to automatically record and summarise meetings on those platforms.Vinyl integrates with Zoom, Google Meet, and Microsoft Teams, with our meeting assistant able to automatically record and summarize meetings on those platforms.
Yes, Vinyl integrates with Microsoft Calendar and Google Calendar, so our meeting assistant can join your meetings automatically and on time.
The FYI integration syncs meeting notes and action items directly to client records in FYI, so the outcomes of a client conversation are stored where your team already manages documentation.
The Karbon integration allows you to sync meeting actions and notes into client timelines. This means meeting follow-ups can be tied back to a client’s ongoing work, rather than staying separated in standalone meeting notes.
You can sync clients and contacts from Xero Practice Manager into our platform, helping keep meeting organisation aligned with the people and client records your firm already works with.You can sync clients and contacts from Xero Practice Manager into our platform, helping keep meeting organization aligned with the people and client records your firm already works with.
Start capturing meetings with Vinyl today
“Love the fact we can brand it to look like something that actually represents us as well as the integration with FYI / XPM”