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.

Mobile App

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.

Mobile App

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.

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

man in black zip up jacket
woman on focus photography
smiling woman sitting on black chair
man in black zip up jacket
woman on focus photography
smiling woman sitting on black chair

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.

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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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

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June 2025

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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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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

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...

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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...

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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...

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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 — from “What did we agree to last week?” to “When is the next deadline?” — and get a quick, AI-powered answer.

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]

Find action items related to [action]

Summarise the most recent meeting with [people]

Find open tasks from [date]

Summarise all action items for [action]

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.

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."

Cameo Ashe
Lemonade Beach Accounting