Vinyl
About us
Vinyl is the AI meeting assistant built for accounting and bookkeeping firms.
Most firms don’t have trouble running client meetings. The trouble starts once the meeting ends. Someone has to write up the notes, draft the follow-up email, log the tasks, update the client record and remember the extra work the client mentioned on their way out. Vinyl takes care of all of that.
**What Vinyl does**
- Captures your client meetings, whether they’re online, in person or over the phone
- Writes accurate notes that understand accounting work, not just a transcript
- Drafts the follow-up email and action plan in your voice, ready to send in minutes
- Syncs notes and tasks into Karbon and your other practice management tools, so nothing lives in isolation
- Builds client context from one meeting to the next, so you walk in prepared
- Flags advisory opportunities clients mention in passing and turns them into draft proposals in Ignition & Anchor
**Who it’s for**
CPAs, accountants, bookkeepers and advisory teams at firms of any size. It’s for anyone who spends their week in client meetings and their evenings writing them up.
**Why firms switch from general notetakers**
Zoom, Teams and Google Meet will give you a summary. Vinyl gives you finished follow-up work. As one firm owner put it: “Gemini gives me notes from a meeting. Vinyl feels like it actually understands the meeting.”
Another customer left this review on the Xero App Store: “Vinyl is built for accountants, and you can tell.”
Stop by our booth for a live demo using the kinds of meetings your firm actually has, or book time with the team at usevinyl.com.