The AI meeting assistant for accounting & bookkeeping firms
All your meetings, handled by AI
AI meeting bot
Joins your calls automatically with a custom meeting image, ready to record and transcribe.
Smart summaries
Secure sharing
Client-first structure
Practice Management integrations
Global search
‘Ask Vinyl’ AI chat
AI meeting bot
Joins your calls automatically with a custom meeting image, ready to record and transcribe.
Smart summaries
Secure sharing
Client-first structure
Practice Management integrations
Global search
‘Ask Vinyl’ AI chat
AI meeting bot
Joins your calls automatically with a custom meeting image, ready to record and transcribe.
Smart summaries
Secure sharing
Client-first structure
Practice Management integrations
Global search
‘Ask Vinyl’ AI chat
Team Meeting
Business Depot Notetaker
John Cooper
Leslie Alexander
Robert Fox
Team Meeting
Business Depot Notetaker
John Cooper
Leslie Alexander
Robert Fox
Capture every meeting automatically
Integrate Vinyl with your calendar and let it join Teams, Zoom, or Meet calls quietly, capturing everything without disrupting the conversation.
Get clear summaries with action items
After each meeting, Vinyl breaks down the key discussion points and action items. Everything’s organised by entity, so you can easily assign tasks or review what matters.
Overview
(generated from AI)
Kick-off meeting for the Vinyl project, discussing initial development plans, timelines, and key considerations.
Notes
Key Takeaways
Development starts Nov 4th; aim for mid-January beta release with internal testing beforehand. (33:28)
Twice-weekly stand-ups (Wed/Fri) and bi-weekly sprint planning/retro sessions. (24:05)
Initial Development Focus
Rudimentary version with basic functionalities (login, user profile, password reset). (33:28)
MFA implementation postponed to prioritize user adoption and development speed. (24:05)
Action Items
Work w/ Liss on name/brand direction.
18 Feb
Contact Recall re: sandbox access for calendar integration features.
18 Feb
Work w/ Liss on name/brand direction.
Contact Recall re: sandbox access for calendar integration features.
21 Feb
Overview
(generated from AI)
Kick-off meeting for the Vinyl project, discussing initial development plans, timelines, and key considerations.
Notes
Key Takeaways
Development starts Nov 4th; aim for mid-January beta release with internal testing beforehand. (33:28)
Twice-weekly stand-ups (Wed/Fri) and bi-weekly sprint planning/retro sessions. (24:05)
Initial Development Focus
Rudimentary version with basic functionalities (login, user profile, password reset). (33:28)
MFA implementation postponed to prioritize user adoption and development speed. (24:05)
Action Items
Work w/ Liss on name/brand direction.
18 Feb
Contact Recall re: sandbox access for calendar integration features.
18 Feb
Work w/ Liss on name/brand direction.
Contact Recall re: sandbox access for calendar integration features.
21 Feb
Did you like the summary?
0:00
8:24
Search...
Copy
AR
Ana May Russel
(01:23)
These guys just did raise 17 mil, though, interestingly, so. Wow.
James Smith
(01:28)
AI.
Ben Smith
(01:30)
Thanks, guys.
JS
Jen Smith
(01:32
Thanks, guys.
Trent McLaren
(01:23)
All right, guys.
Lisa McLaren
(01:23)
Thanks, everyone. Yeah, bye.
Vinyl Kick-Off Meeting
12 February 2025
·
10:00 AM - 11:00 AM
Attendees (8)
AR
Ana May Russel
ana_may_russel@gmail.com
Ben Smith
b.smith@gmail.com
James Smith
j.smith@gmail.com
JS
Jen Smith
jen.smith@gmail.com
Show more
Overview
(generated from AI)
Copy
Kick-off meeting for the Vinyl project, discussing initial development plans, timelines, and key considerations.
Notes
Key Takeaways
Development starts Nov 4th; aim for mid-January beta release with internal testing beforehand. (33:28)
Twice-weekly stand-ups (Wed/Fri) and bi-weekly sprint planning/retro sessions. (24:05)
Initial Development Focus
Rudimentary version with basic functionalities (login, user profile, password reset). (33:28)
MFA implementation postponed to prioritize user adoption and development speed. (24:05)
Internal testing to begin as soon as possible, even with minimal UI. (24:05)
Share “Vinyl Kick-Off Meeting”
Copy Link
your_email@email.com
Invite
Who Has Access
Anyone
can view
Anyone in ABC Logistics
4 people
Cameron Williamson
can view
BC
Bessie Cooper
can edit
BS
Brooklyn Simmons
can view
DL
Devon Lane
can edit
Did you like the summary?
0:00
8:24
Search...
Copy
AR
Ana May Russel
(01:23)
These guys just did raise 17 mil, though, interestingly, so. Wow.
James Smith
(01:28)
AI.
Ben Smith
(01:30)
Thanks, guys.
JS
Jen Smith
(01:32
Thanks, guys.
Trent McLaren
(01:23)
All right, guys.
Lisa McLaren
(01:23)
Thanks, everyone. Yeah, bye.
Vinyl Kick-Off Meeting
12 February 2025
·
10:00 AM - 11:00 AM
Attendees (8)
AR
Ana May Russel
ana_may_russel@gmail.com
Ben Smith
b.smith@gmail.com
James Smith
j.smith@gmail.com
JS
Jen Smith
jen.smith@gmail.com
Show more
Overview
(generated from AI)
Copy
Kick-off meeting for the Vinyl project, discussing initial development plans, timelines, and key considerations.
Notes
Key Takeaways
Development starts Nov 4th; aim for mid-January beta release with internal testing beforehand. (33:28)
Twice-weekly stand-ups (Wed/Fri) and bi-weekly sprint planning/retro sessions. (24:05)
Initial Development Focus
Rudimentary version with basic functionalities (login, user profile, password reset). (33:28)
MFA implementation postponed to prioritize user adoption and development speed. (24:05)
Internal testing to begin as soon as possible, even with minimal UI. (24:05)
Share “Vinyl Kick-Off Meeting”
Copy Link
your_email@email.com
Invite
Who Has Access
Anyone
can view
Anyone in ABC Logistics
4 people
Cameron Williamson
can view
BC
Bessie Cooper
can edit
BS
Brooklyn Simmons
can view
DL
Devon Lane
can edit
Did you like the summary?
0:00
8:24
Search...
Copy
AR
Ana May Russel
(01:23)
These guys just did raise 17 mil, though, interestingly, so. Wow.
James Smith
(01:28)
AI.
Ben Smith
(01:30)
Thanks, guys.
JS
Jen Smith
(01:32
Thanks, guys.
Trent McLaren
(01:23)
All right, guys.
Lisa McLaren
(01:23)
Thanks, everyone. Yeah, bye.
Vinyl Kick-Off Meeting
12 February 2025
·
10:00 AM - 11:00 AM
Attendees (8)
AR
Ana May Russel
ana_may_russel@gmail.com
Ben Smith
b.smith@gmail.com
James Smith
j.smith@gmail.com
JS
Jen Smith
jen.smith@gmail.com
Show more
Overview
(generated from AI)
Copy
Kick-off meeting for the Vinyl project, discussing initial development plans, timelines, and key considerations.
Notes
Key Takeaways
Development starts Nov 4th; aim for mid-January beta release with internal testing beforehand. (33:28)
Twice-weekly stand-ups (Wed/Fri) and bi-weekly sprint planning/retro sessions. (24:05)
Initial Development Focus
Rudimentary version with basic functionalities (login, user profile, password reset). (33:28)
MFA implementation postponed to prioritize user adoption and development speed. (24:05)
Internal testing to begin as soon as possible, even with minimal UI. (24:05)
Share “Vinyl Kick-Off Meeting”
Copy Link
your_email@email.com
Invite
Who Has Access
Anyone
can view
Anyone in ABC Logistics
4 people
Cameron Williamson
can view
BC
Bessie Cooper
can edit
BS
Brooklyn Simmons
can view
DL
Devon Lane
can edit
Share notes securely and selectively
Share summaries with team members or clients through secure links, without giving full transcript access.
Stay organised by client and contact
Everything is neatly sorted by Contact, Client, and Group, so nothing gets lost in the shuffle.
30:00
Stand-Up Meeting
10 Feb, 10:20 AM - 11:00 AM
5
Assign Due Date
June 2025
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Favorites
Annette Black
BS
Brooklyn Simmons
Cameron Williamson
Courtney Henry
DR
Dianne Russell
30:00
Stand-Up Meeting
10 Feb, 10:20 AM - 11:00 AM
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June 2025
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Favorites
Annette Black
BS
Brooklyn Simmons
Cameron Williamson
Courtney Henry
DR
Dianne Russell
30:00
Stand-Up Meeting
10 Feb, 10:20 AM - 11:00 AM
5
Assign Due Date
June 2025
M
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Connections
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Favorites
Annette Black
BS
Brooklyn Simmons
Cameron Williamson
Courtney Henry
DR
Dianne Russell
Josh Smith
Update Details
Co-Founder/Director at ABC Co.
·
jsmith@abc.com
Overview
10 action items
24 meetings
12 scheduled
Timeline
Meetings
Tasks
Relationships
Today, 6 March 2025
Tax Compliance Meeting
6 Mar 2025
·
1 min
Jane responded back to John
10 min ago
Jane Smith
(01:23)
Yeah. And they've made this part free. And it's when you get into the team calls and all this stuff that they charge for. I'm not too concerned by that sort of stuff because as I said, I think we'll be fine once we go really deep on the integrations and the stuff that the users will really care about. Yeah, you'll get a great automatically. You should Friday.
5 March 2025
John booked a new meeting
12 min ago
Payroll Discussion
9:00 AM to 10:30 AM
AB
AB
AB
4 March 2025
John signed up and connected
15 min ago
Josh Smith
Update Details
Co-Founder/Director at ABC Co.
·
jsmith@abc.com
Overview
10 action items
24 meetings
12 scheduled
Timeline
Meetings
Tasks
Relationships
Today, 6 March 2025
Tax Compliance Meeting
6 Mar 2025
·
1 min
Jane responded back to John
10 min ago
Jane Smith
(01:23)
Yeah. And they've made this part free. And it's when you get into the team calls and all this stuff that they charge for. I'm not too concerned by that sort of stuff because as I said, I think we'll be fine once we go really deep on the integrations and the stuff that the users will really care about. Yeah, you'll get a great automatically. You should Friday.
5 March 2025
John booked a new meeting
12 min ago
Payroll Discussion
9:00 AM to 10:30 AM
AB
AB
AB
4 March 2025
John signed up and connected
15 min ago
Sync seamlessly with your Practice Management tools
Push action items or meeting outcomes directly into your practice management software — no copy-pasting needed.
Search meetings and decisions fast
Use global search to find past meetings by topic, contact, or client (note: current search is scoped to meeting-level data, not full transcript keywords).
CDE Company
jsmith@xbertsolutions.com
Overview
Clients
3
Action items
10
Meetings
24
Scheduled
12
Guardian Ledgers
contact@guardianledgers.com
Overview
Clients
3
Action items
10
Meetings
24
Scheduled
12
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Vinyl Kick-Off Meeting
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CDE Company
jsmith@xbertsolutions.com
Overview
Clients
3
Action items
10
Meetings
24
Scheduled
12
Guardian Ledgers
contact@guardianledgers.com
Overview
Clients
3
Action items
10
Meetings
24
Scheduled
12
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Vinyl Kick-Off Meeting
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Payroll Meeting with XYZ’s HR
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Onboarding Meeting w/ John
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CDE Company
jsmith@xbertsolutions.com
Overview
Clients
3
Action items
10
Meetings
24
Scheduled
12
Guardian Ledgers
contact@guardianledgers.com
Overview
Clients
3
Action items
10
Meetings
24
Scheduled
12
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Vinyl Kick-Off Meeting
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Find action items related to [action]
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Summarise all action items for [action]
Find action items related to [action]
Summarise the most recent meeting with [people]
Find open tasks from [date]
Summarise all action items for [action]
Find action items related to [action]
Summarise the most recent meeting with [people]
Find open tasks from [date]
Summarise all action items for [action]
Get instant answers with AI
Ask Vinyl anything — from “What did we agree to last week?” to “When is the next deadline?” — and get a quick, AI-powered answer.
Why Accountants & Bookkeepers choose Vinyl
Made for accountants and bookkeepers
Vinyl is purpose-built for firms — not retrofitted from a generic meeting tool.
Smarter meetings with AI summaries
Automatically capture, summarise, and organise every conversation into actionable insights.
Integrates with the tools your practice runs on
Connect Vinyl to your existing workflow — from meeting links to practice management platforms.
Find anything from any meeting in seconds
Search by topic, client, or contact — and get the context you need instantly.
Save 30+ minutes of admin time per meeting
No more manual note-taking, organizing, or chasing follow-ups — Vinyl handles it all.
Enhance your client experience with every meeting
Control visibility, access, and branding — with built-in privacy options designed for client trust.
"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