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Joins your calls automatically with a custom meeting image, ready to record and transcribe.
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Practice Management integrations
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‘Ask Vinyl’ AI chat
AI meeting bot
Joins your calls automatically with a custom meeting image, ready to record and transcribe.
Mobile App
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.
Use our mobile app to capture meetings
Record meetings in-person with multiple attendees to capture notes automatically
Recordings
Upcoming
Previous
Today
Tomorrow
Budget meeting
July 10, 2025 · 55m · 7 attendees
AB
+4
Video
Payroll and Accounting
July 10, 2025 · 1h 24m · 4 attendees
AB
Audio
9:41
00:12.0
Year-end accounts review meeting
July 10, 2025 · 1h 24m · 4 attendees
AB
Audio
Recordings
Upcoming
Previous
Today
Tomorrow
Budget meeting
July 10, 2025 · 55m · 7 attendees
AB
+4
Video
Payroll and Accounting
July 10, 2025 · 1h 24m · 4 attendees
AB
Audio
9:41
00:12.0
Year-end accounts review meeting
July 10, 2025 · 1h 24m · 4 attendees
AB
Audio
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
Get clear summaries with action items
After each meeting, Vinyl breaks down the key discussion points and action items, organised by entity. For client meetings, Vinyl also generates a structured file note — ready to export as a PDF. For internal meetings, full meeting minutes are created automatically. Everything is assigned to the right people before you’ve left the call.
Share notes securely and selectively
Share summaries with team members or clients through secure links, without giving full transcript access.
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
30:00
Stand-Up Meeting
10 Feb, 10:20 AM - 11:00 AM
5
Assign Due Date
June 2025
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Connections
Contacts
Clients
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Search...
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
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Search...
Favorites
Annette Black
BS
Brooklyn Simmons
Cameron Williamson
Courtney Henry
DR
Dianne Russell
Stay organised by client and contact
Everything is neatly sorted by Contact, Client, and Group, so nothing gets lost in the shuffle.
Sync seamlessly with your Practice Management tools
Push action items or meeting outcomes directly into your practice management software — no copy-pasting needed.
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
Opportunity detected
“We’ve been thinking about selling the business in the next couple of years.”
Confidence: High
Urgency: Medium
Find hidden revenue in every client meeting
Your team can’t be commercially alert in every conversation. Revenue Opportunities analyses your meeting transcripts to surface moments where clients have expressed a need your firm could serve — a pain point, a life event, a business change.
Each opportunity includes the exact quote from the transcript, a confidence score, an urgency rating, and a suggested response written in the client’s own language.
Run it on a single meeting, a specific client, or your entire book of business for the past week.
Growth signals (hiring, new premises, funding)
Growth signals (hiring, new premises, funding)
Personal and financial events (property, succession, divorce)
Personal and financial events (property, succession, divorce)
Pain and risk (manual processes, late filings, missed deadlines)
Pain and risk (manual processes, late filings, missed deadlines)
“£60K+ of opportunities found in 48 hours.”
— Johann Goree, OnPoint Accounting Group
Send client follow-ups before you’ve left the call
Vinyl drafts personalised follow-up emails directly from the meeting recording and sends them via your Gmail or Outlook account — with your signature, your email address, and in minutes.
Choose to save to drafts for review, or send directly. Either way, it arrives from you, not from Vinyl.
Connected to Gmail and Outlook — set up in 30 seconds
Custom prompts supported — focus on specific topics from the meeting
Shared mailboxes supported — multiple team members, one inbox
To: sarah@brightledger.co.uk
Gmail
Follow-up from today’s planning call
Hi Sarah, great speaking today. As discussed, I’ll send over the revised scope for your year-end accounts and a quote for the VAT review by Friday…
Send
Save to drafts
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
Search...
All Clients
All Companies
All Groups
Recent searches
Clear All
Vinyl Kick-Off Meeting
Training
Payroll Meeting with XYZ’s HR
Payroll
Onboarding Meeting w/ John
Training
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
Search...
All Clients
All Companies
All Groups
Recent searches
Clear All
Vinyl Kick-Off Meeting
Training
Payroll Meeting with XYZ’s HR
Payroll
Onboarding Meeting w/ John
Training
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
Search...
All Clients
All Companies
All Groups
Recent searches
Clear All
Vinyl Kick-Off Meeting
Training
Payroll Meeting with XYZ’s HR
Payroll
Onboarding Meeting w/ John
Training
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).
Get instant answers with AI
Ask Vinyl anything across a single meeting, a specific client, or your entire meeting history. Draft engagement letters, pull compliance risks, find upsell signals, or create client briefing documents — all from the conversations your team has already had.
Find all meetings where clients mentioned cash flow concerns
What did [client] say about their bookkeeping situation this year?
Draft an engagement letter from my meeting with [client]
What compliance risks came up across my client meetings this week?
Find all meetings where clients mentioned cash flow concerns
What did [client] say about their bookkeeping situation this year?
Draft an engagement letter from my meeting with [client]
What compliance risks came up across my client meetings this week?
Never lose track of a meeting again
Vinyl Mobile App: Record in-person meetings, revisit past ones, and quickly find what you need with global search.
Recordings
Upcoming
Previous
Today
Year-end accounts review meeting
July 10, 2025 · 1h 24m · 4 attendees
AB
Audio
Tomorrow
Bugeting 2026
July 10, 2025 · 55m · 2 attendees
Video
Client financing
July 10, 2025 · 1h 24m · 4 attendees
Audio
9:41
Home
Year-end accounts review meeting
Overview
(generated from AI)
Year-end accounts review meeting for the client, discussing initial development plans, timelines, and key considerations.
Attendees
View all
Ana Smith
Ben Wilson
+6
6 others
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)
Attachments
whiteboard.png
report.pdf
9:41
Tax Compliance Meeting
Leslie Alexander
Jane Cooper
Robert Fox
Vinyl Notetaker
00:12.0
Jason Greentree
01:20
The quarterly budget is up for review
Ben Wilson
01:23
Quarterly reports are due asap
Ana Smith
01:25
I’ll export it and send it to you.
9:41
Home
Never lose track of a meeting again
Vinyl Mobile App: Record in-person meetings, revisit past ones, and quickly find what you need with global search.
00:12.0
Jason Greentree
01:20
The quarterly budget is up for review
Ben Wilson
01:23
Quarterly reports are due asap
Ana Smith
01:25
I’ll export it and send it to you.
9:41
Home
Never lose track of a meeting again
Vinyl Mobile App: Record in-person meetings, revisit past ones, and quickly find what you need with global search.
Recordings
Upcoming
Previous
Today
Year-end accounts review meeting
July 10, 2025 · 1h 24m · 4 attendees
AB
Audio
Tomorrow
Bugeting 2026
July 10, 2025 · 55m · 2 attendees
Video
Client financing
July 10, 2025 · 1h 24m · 4 attendees
Audio
9:41
Home
Year-end accounts review meeting
Overview
(generated from AI)
Year-end accounts review meeting for the client, discussing initial development plans, timelines, and key considerations.
Attendees
View all
Ana Smith
Ben Wilson
+6
6 others
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)
Attachments
whiteboard.png
report.pdf
9:41
Tax Compliance Meeting
Leslie Alexander
Jane Cooper
Robert Fox
Vinyl Notetaker
00:12.0
Jason Greentree
01:20
The quarterly budget is up for review
Ben Wilson
01:23
Quarterly reports are due asap
Ana Smith
01:25
I’ll export it and send it to you.
9:41
Home
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.
Frequently Asked Questions
Find answers to common questions about our AI meeting assistant for accountants and Bookkeepers.
How does using an AI meeting assistant improve productivity for firms?
How does using an AI meeting assistant improve productivity for firms?
How does Vinyl support better decision-making and follow-ups?
How does Vinyl support better decision-making and follow-ups?
Can meetings be captured when I’m away from my desk?
Can meetings be captured when I’m away from my desk?
How does Vinyl help manage multiple clients more efficiently?
How does Vinyl help manage multiple clients more efficiently?
How are meeting notes and summaries created?
How are meeting notes and summaries created?
What does Vinyl do for accounting and bookkeeping firms?
What does Vinyl do for accounting and bookkeeping firms?
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."
