Vinyl is your AI notetaker and meeting assistant for accountants and bookkeepers. It records, transcribes, and files meeting notes, syncing your client records from XPM—saving time, boosting accuracy, and keeping every client conversation tracked and searchable. Trusted by 220+ firms.
Vinyl is the AI meeting assistant purpose-built for accountants and bookkeepers. It helps you save time, eliminate manual admin, and ensure every client meeting is documented accurately—without the need to ever write up notes again.
Vinyl joins your meetings on Zoom, Google Meet or Microsoft Teams. It records the audio and video, creates a full transcript, and generates smart summaries, action items and discussion points—automatically. After the meeting, Vinyl keeps everything in one place so your team can review what was discussed and action any next steps with confidence.
With Vinyl’s native integration to Xero Practice Manager (XPM), your meeting data becomes part of your client file. Vinyl syncs your clients, contacts and groups from XPM, so when a meeting is booked with someone in your calendar, Vinyl links it to their contact record automatically. Once the meeting is complete, Vinyl creates a time-stamped note in XPM (coming soon) with the summary and transcript, including a direct link back to the recording in Vinyl.
Whether it’s a tax planning call, BAS meeting, compliance catch-up or onboarding session, Vinyl ensures that all conversations are captured, summarised and securely stored against the right client in XPM—without any extra effort from your team.
Why firms love Vinyl: Accountants and bookkeepers spend hours every week following up meetings, writing notes, and trying to remember what was discussed. Vinyl eliminates that. It’s like having an extra admin in every meeting—without the overhead. It boosts productivity, ensures compliance, and reduces errors across the entire client workflow.
With over 220 firms across Australia and the UK already using Vinyl, it’s fast becoming the go-to meeting platform for progressive firms who want to spend less time on admin and more time on client work.
Ready to level up your meetings? Start your free trial today at usevinyl.com and experience how much more efficient your team can be when every meeting takes care of itself.
