The AI meeting assistant for accounting & bookkeeping firms
The AI meeting assistant for accounting & bookkeeping firms
Vinyl automates your meeting notes & post-meeting actions to help you improve client experience and stop things falling through the cracks
Vinyl automates your meeting notes & post-meeting actions to help you improve client experience and stop things falling through the cracks
Backed by investors that care about accounting just as much as us.
Backed by investors that care about accounting just as much as us.
An AI meeting assistant that integrates with your accounting & bookkeeping tech-stack
From meeting to
workflow, automated
Vinyl takes away the admin from meetings, freeing up you and your team to focus on work that matters.
Connects to your Teams, Zoom, or Google Meet calls.
Vinyl joins meetings quietly, no disruption, just notes.
Team Meeting
Business Depot Notetaker
Zoe Palmer
Ava Clarke
Sam Dawson
Keep your team aligned so nothing gets missed
Action Items
Submit tax docs
18 Feb
Reply to Lisa
18 Feb
Complete onboarding
Meeting with James
21 Feb
Complete payroll
28 Feb
Submit invoices
30 Jan
Meetings organized by Group, Client, and Contact
Record in-person meetings on our mobile app
Notes & actions deployed to your practice management software, automatically
Revenue Opportunities
Your clients are already telling you what they need. Now you can find it.
Vinyl’s AI analyses every meeting transcript to surface upsell and advisory signals your team might have missed.
Buying signals, automatically detected
When a client mentions they’ve let go of their bookkeeper, are thinking about selling the business, or struggling with cash flow — Vinyl flags it. Every signal comes from something they actually said.
Confidence scores and suggested talk tracks
Each opportunity is rated by confidence and urgency, and includes a suggested response written in the client’s own language. No guesswork — just the quote and what to do next.
Run it across one meeting, one client, or your entire book
Analyse a single meeting or scan every conversation from the past week. You decide the scope. Vinyl does the mining.
Using Vinyl, I spotted £60K+ of opportunities in client conversations over a 48-hour period. As the Owner of the firm, I can’t sit in every client conversation, but using Vinyl ensures that none of these additional service opportunities gets missed.
Using Vinyl, I spotted £60K+ of opportunities in client conversations over a 48-hour period. As the Owner of the firm, I can’t sit in every client conversation, but using Vinyl ensures that none of these additional service opportunities gets missed.
— Johann Goree, Owner, OnPoint Accounting Group
Eliminate post-meeting admin with AI
Vinyl acts as your AI team mate, saving you and your team hours of time each week.
Al-powered meeting notes
Vinyl summarises your meeting notes to provide key discussion points & actions, broken down by entity.
Ask Vinyl (Al Chat)
Use Vinyl's Al Chat to quickly query previous meetings or to analyse trends across multiple meetings & clients
AI-generated outputs
Vinyl generates what you need next — client follow-up emails sent via Gmail or Outlook, file notes with PDF export, engagement letters, meeting minutes, and more. All from the same conversation.
£60K+
Found in client meetings in 48 hours — OnPoint Accounting Group
2.5 hrs
Saved per week per partner — Sadler Advisory
30 min
Saved per meeting on follow-up notes — Haga Kommer
Why Accountants & Bookkeepers love Vinyl
Real stories from firms that reclaimed their time with Vinyl
Customer stories
Real results from real firms
Sadler Advisory
How a 12-person remote firm turned 91 monthly meeting hours into searchable client context
Read the case study
Haga Kommer
How Haga Kommer saved ~15 minutes per meeting across 30–40 weekly calls
Read the case study
Multiply Advisors
How Multiply Advisors used Vinyl to build shared client context during a growth phase
Read the case study
Walk in prepared, walk out done
Never miss a follow-up
Automatically captures every point, so you can stay focused on the conversation—not the keyboard.
Overview
(generated from AI)
Save 30 mins of admin for every 1 hour of meetings
Overviews, discussion points, and action items captured automatically and available in seconds.
Keep your team aligned
Share meeting notes effortlessly so everyone stays on the same page—no follow-up needed.
FAQs
Find answers to common questions about our AI meeting assistant for accountants and Bookkeepers.
Does it work for in-person meetings too?
Does it work for in-person meetings too?
Can I share notes with my team?
Can I share notes with my team?
How soon are summaries available after a meeting?
How soon are summaries available after a meeting?
Is it secure and compliant with privacy regulations?
Is it secure and compliant with privacy regulations?
Does the AI work with Zoom, Teams, and Google Meet?
Does the AI work with Zoom, Teams, and Google Meet?
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."
