Vinyl + Xero Practice Manager (XPM)
Keep every conversation tied to the right client. Vinyl syncs clients, contacts and groups from XPM into Vinyl, so your meetings, notes and actions are organised automatically—with a clear record your whole team can search and share.
From XPM data to organised meetings in Vinyl
Keep records in sync
Vinyl pulls your XPM clients, contacts and groups into Vinyl and keeps them current—so every meeting maps to the right people by default.
Enhanced Collaboration
Summaries, transcripts and action items are automatically filed in Vinyl against the correct client context, ready for the team to find and use.
Search, share, and stay aligned
Share a secure link to the meeting record, control visibility, and use Ask Vinyl to surface the exact detail you need in seconds.
The client view you wish your meetings had
With XPM data synced, Vinyl recognises who the meeting is about, compiles a clean summary, and attaches outcomes to the right client context in Vinyl—no copying, pasting or guesswork.
From conversation to next steps
Decisions, owners and due dates are captured as actions in Vinyl. Your team gets immediate clarity on what happens next—and nothing slips between the cracks.
What works today—and what’s next
Vinyl focuses on keeping your client context accurate now, with a clear path forward.
Today: Sync from XPM → Vinyl
Clients, contacts and groups are synced from XPM into Vinyl to keep names and relationships up to date for every meeting.
Today: Organised meeting records in Vinyl
Summaries, transcripts and actions live against the right client context in Vinyl, searchable by client, group and contact.
On the roadmap: Post back to XPM
We’re exploring the ability to publish meeting summaries and actions back to XPM—so timelines and work stay fully in sync. (Coming soon — subject to XPM capabilities.)
"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
Vinyl helps you to transcribe, summarise, and action your client meeting notes: automatically using AI.
© 2025 Vinyl
Vinyl helps you to transcribe, summarise, and action your client meeting notes: automatically using AI.
© 2025 Vinyl
Vinyl helps you to transcribe, summarise, and action your client meeting notes: automatically using AI.
© 2025 Vinyl