01AI meeting bot
Joins your calls automatically with a custom meeting image, ready to record and transcribe.
Integrate Vinyl with your calendar and let it join Teams, Zoom, or Meet calls quietly. It sends one notetaker per call and skips solo blocks, out-of-office and declined events.
02Mobile App
Record meetings in person with multiple attendees to capture notes automatically
“For in‑person meetings, the mobile app is just as impressive: one‑tap recording, automatic speaker identification, and instant syncing to the web app mean all meetings—online or face‑to‑face—end up in one secure, searchable place.”
Cameron Mason, The Insight Company Pty Ltd03Smart summaries
After each meeting, Vinyl breaks down the key discussion points and action items, organised by entity, with client names and terms spelt the way your firm’s glossary has them. For client meetings, Vinyl also generates a structured file note, ready to download as a PDF in your firm’s branding.After each meeting, Vinyl breaks down the key discussion points and action items, organized by entity, with client names and terms spelled the way your firm’s glossary has them. For client meetings, Vinyl also generates a structured file note, ready to download as a PDF in your firm’s branding.
“Vinyl provides a Summary, Discussion Points and resulting Action Items which are 1,000% on point.”
John Bovard, CPA, Bovard & Alvarez Advisors04Secure sharing
Share summaries with team members or clients through secure links, without giving full transcript access.
05Client-first structure
Everything is neatly sorted by Contact, Client, and Group. Restrict a client so only the people you name see its recordings, brief and contacts, archive what’s finished, and merge duplicate clients. When several clients share one email address, Vinyl asks which client a meeting belongs to.
06Practice management integrations
Push action items or meeting outcomes directly into your practice management software. Each meeting shows where it filed in Karbon or FYI, and anything that didn’t file can be fixed in one place. Filing into SharePoint and AccountKit is coming soon.
“It's perfect for my bookkeeping business and integrates with my Practice Management System.”
07Follow-up emails
Vinyl drafts personalised follow-up emails directly from the meeting recording, with your signature and your email address. You check it, then send it or save it as a draft.Vinyl drafts personalized follow-up emails directly from the meeting recording, with your signature and your email address. You check it, then send it or save it as a draft.
08Post-meeting actions
Ask Vinyl to draft the proposal for the services you discussed, then check it and approve it before anything is created in your proposal tool. The same meeting gives you a File Note for the client record.
“Best thing is the embedded AI that turns the transcript into SOPs and even forms the beginning of my proposals.”
Malisa Clarence, Xero App Store review09Revenue Opportunities
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.Your team can’t be commercially alert in every conversation. Revenue Opportunities analyzes your meeting transcripts to surface moments where clients have expressed a need your firm could serve.
Run it on a single meeting, a specific client, or your entire book of business for the past week.
“Using Vinyl, I spotted £60K+ of opportunities in client conversations over a 48 hour period.”
Johann GoreeOnPoint Accounting Group10Global search
Use global search to find past meetings by topic, contact, or client. AI search across every meeting in your firm is coming soon.
11‘Ask Vinyl’ AI chat
Ask Vinyl anything across a single meeting, a specific client, or your entire meeting history. Save prompts your whole team can reuse, and attach PDF, Word or text documents for Vinyl Studio to work from. Connecting your own tools, including HubSpot and Google Drive, is coming soon.
“I can ask Vinyl eg. "what were the staff issues" and it will search the whole transcript and summarise the staff notes.”
Ask Vinyl anything
What did Zoe Palmer say about her bookkeeping this year?
Zoe said the books fell two months behind after her bookkeeper left in January. You agreed monthly bookkeeping from March, and she still owes the January bank statements.
Client catch-up · 18 FebClient catch-up · Feb 18Year-end planning · 4 NovYear-end planning · Nov 4
Vinyl is purpose-built for firms — not retrofitted from a generic meeting tool.
Automatically capture, summarise, and organise every conversation into actionable insights.Automatically capture, summarize, and organize every conversation into actionable insights.
Connect Vinyl to your existing workflow — from meeting links to practice management platforms.
Search by topic, client, or contact — and get the context you need instantly.
No more manual note-taking, organising, or chasing follow-ups — Vinyl handles it all.No more manual note-taking, organizing, or chasing follow-ups — Vinyl handles it all.
Choose who sees each client, share selectively, and download summaries as PDFs in your firm’s branding.
See how Vinyl compares with other AI meeting assistants for accounting firms, or read how it works for bookkeepers, CPA firms and tax practices.
Automating meeting capture and organisation reduces the time spent on manual note-taking and admin work. As a result, accountants and bookkeepers can focus more on client work, stay organised with less effort, and never lose track of important meetings again.Automating meeting capture and organization reduces the time spent on manual note-taking and admin work. As a result, accountants and bookkeepers can focus more on client work, stay organized with less effort, and never lose track of important meetings again.
By keeping meeting summaries, decisions, and action items in one place, our meeting assistant makes it easier to search past conversations and quickly get context. This helps teams respond faster, avoid misunderstandings, and make informed decisions based on accurate records. You can use Ask Vinyl to draft follow-up emails to clients in seconds.
Yes, our meeting assistant includes a mobile app that allows meetings to be captured on the go. This is especially useful for professionals who meet clients outside the office or want flexibility in how and where conversations are recorded.
Our software organises meetings by client and contact, making it simple to find past conversations when needed. This structure helps firms stay organised, follow up consistently, and keep a reliable record of client communication over time.Our software organizes meetings by client and contact, making it simple to find past conversations when needed. This structure helps firms stay organized, follow up consistently, and keep a reliable record of client communication over time.
After a meeting, the assistant generates a clear summary that highlights the main discussion points and action items. This makes it easy to review what was agreed on and move forward without replaying recordings or relying on memory.
Our meeting assistant automatically captures client meetings and turns them into organised records, so accountants and bookkeepers don’t have to take notes while they’re talking. It helps ensure that important details, decisions, and next steps are never lost after a call.Our meeting assistant automatically captures client meetings and turns them into organized records, so accountants and bookkeepers don’t have to take notes while they’re talking. It helps ensure that important details, decisions, and next steps are never lost after a call.
“This is a true game changer and makes it easier to go back and review the meeting notes - no more having to remember what was said or take notes, it does it all for you.”
Tracey O'NeillRescue Books
