What is Vinyl?
Vinyl is an AI meeting assistant purpose-built for accounting and bookkeeping firms. It automatically transcribes, summarizes, and generates action items from your client meetings, ensuring that crucial details and follow-ups are never missed. By automating your meeting notes and post-meeting actions, Vinyl helps you enhance client experience and prevent important tasks from falling through the cracks.
Key Features
Intelligent Summarization & Action Items: 📝 Vinyl automatically transcribes your client meetings and delivers comprehensive summaries within minutes. These summaries include key discussion points, highlights, and actionable items, neatly organized by entity, allowing you to quickly grasp the essence of every conversation.
Seamless Practice Management Integration: 🔄 Effortlessly deploy notes and action items directly into your existing practice management software, such as XPM, Karbon, or FYI. This integration ensures that meeting outcomes and assigned tasks automatically flow into your workflow, eliminating manual data entry.
"Ask Vinyl" AI Chat & Global Search: 💬 Gain instant insights by using the AI Chat to query previous meetings or analyze trends across multiple clients. You can also leverage global search to quickly find past meetings by topic, contact, or client, providing immediate context when you need it most.
Professional, Quiet Meeting Presence: 🤖 Vinyl joins your online meetings (Teams, Zoom, Google Meet) quietly as a branded notetaker, allowing you to stay fully focused on the client conversation. For in-person meetings, simply upload a recording or use a mobile recorder to generate a summary.
Secure & Client-Centric Sharing: 🔒 Share meeting summaries with team members or clients through secure links, maintaining control over visibility and access. This client-first structure, combined with end-to-end encryption and strict data policies, builds trust and ensures your meeting data remains safe and compliant.
Use Cases
Streamline Post-Meeting Administration: Eliminate the tedious task of manual note-taking and summarizing. Vinyl automatically captures every point and generates structured outputs, freeing up your team to focus on higher-value client work and saving valuable administrative time.
Enhance Client Communication & Follow-Through: Ensure every client commitment is captured and acted upon. Vinyl generates clear action items and helps create follow-up emails, scope of work documents, or hand-off notes, leading to improved client satisfaction and stronger relationships.
Boost Team Alignment & Information Access: Share meeting notes effortlessly with your team, ensuring everyone stays on the same page. Quickly retrieve critical information, assign tasks, and review key decisions, fostering better internal collaboration and accountability.
Why Choose Vinyl?
Vinyl stands out because it’s not a generic meeting tool; it's purpose-built for the unique needs of accounting and bookkeeping firms. This specialized design means it understands your workflows and client interactions better than general-purpose alternatives.
Significant Time Savings: Firms using Vinyl report saving 30 minutes of administrative time for every hour of meetings. This translates directly into more billable hours and increased operational efficiency.
Enhanced Client Trust: With built-in privacy options, controlled visibility, and branded notetakers, Vinyl helps you manage sensitive client information professionally, fostering greater trust and a premium client experience.
Seamless Workflow Integration: Vinyl integrates directly with your existing accounting tech stack, including popular practice management software. This allows for a truly connected workflow from meeting to task assignment, minimizing disruption and maximizing productivity.
Conclusion
Vinyl empowers accounting and bookkeeping firms to transform their client meetings from administrative burdens into strategic assets. By ensuring every detail is captured, every action is clear, and every follow-up is managed, Vinyl helps you deliver exceptional client service and reclaim valuable time.
More information on Vinyl
Launched
2024-11
Pricing Model
Freemium
Starting Price
$ 59 Per month
Global Rank
9848237
Follow
Month Visit
<5k
Tech used
Top 5 Countries
100%
United States
Traffic Sources
9.39%
1.52%
0.08%
5.19%
24.89%
58.92%
social
paidReferrals
mail
referrals
search
direct
Source: Similarweb (Oct 3, 2025)
Vinyl was manually vetted by our editorial team and was first featured on 2025-10-03.
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