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Client engagement and onboarding

Vinyl

AI meeting assistant that turns client calls into action items and follow-up documents.

solosmallmid

Overview

Vinyl is an AI meeting assistant for solo, small, and mid-sized accounting firms that joins Zoom, Microsoft Teams, and Google Meet calls automatically, records in-person meetings through its mobile app, and produces structured summaries with action items and draft follow-up content such as emails and scope-of-work documents.

It cuts the time spent on meeting admin. Instead of writing notes manually and then transferring them to your practice management system, Vinyl handles both steps automatically. An AI chat feature lets you query any previous meeting to pull out a specific point or decision without scrolling through a full transcript.

The platform pays back most clearly for firms that run regular advisory or onboarding calls. After each meeting, the summary and action items appear in your practice management system without anyone typing them up. For a firm running 10 or more client calls a week, the time saved on note-taking and follow-up drafting adds up quickly.

Compared to general-purpose transcription tools like Otter or Fireflies, Vinyl is built for accounting workflows. It routes outputs to practice management rather than dropping transcripts into a standalone app your team has to check separately.

Vinyl is a Xero Growth Partner. Plans are priced by monthly recording hours, with unused hours not carrying over. Each tier above Solo supports unlimited users, so a small firm can keep per-head costs low. Pricing is published in GBP with USD and AUD also available at checkout. A free trial is offered; no permanent free tier exists.

No partner program is publicly listed.

Key facts

Starting price
Custom pricing
Pricing model
Flat
Free trial
Yes
Free tier
No
Deployment
Cloud, Mobile
Geography
UK, US, AU, Global
Support
Email, Knowledge Base
Languages
English
Works with
Xero, Zapier
Last verified
2026-05-01

Pros and Cons

Pros

  • Firms that run advisory or onboarding meetings on Zoom, Microsoft Teams, or Google Meet.
  • Practices that want meeting summaries and action items pushed into Xero practice management.
  • Solo and small firms that need 2 to 60 hours of meeting capture per month at a flat fee.

Cons

  • Firms whose client conversations stay over email rather than calls. Vinyl pays back at meeting volume.
  • Practices on QuickBooks or other ledgers without Xero practice management. Xero is the primary integration.
  • Firms that need US-published USD pricing rather than GBP base. Vinyl prices in GBP first.

Pricing

TierPriceBillingFeatures
SoloCustomGBP per month (USD and AUD also available)Single user, 2 hours of meeting recording per month, Zoom, Teams, and Google Meet support, mobile app.
StarterCustomGBP per month (USD and AUD also available)Unlimited users, 20 hours per month, practice management integrations, overage per minute.
GrowingCustomGBP per month (USD and AUD also available)Unlimited users, 60 hours per month, practice management integrations, lower per-minute overage.
ScalingCustomGBP per month (USD and AUD also available)Unlimited users, 150 hours per month, practice management integrations, lowest per-minute overage.

Frequently asked questions

What is Vinyl?
Vinyl is an AI meeting assistant built for accounting and bookkeeping firms. It joins Zoom, Microsoft Teams, and Google Meet calls, records and transcribes them, and produces structured summaries with action items and draft follow-up emails.
How much does Vinyl cost?
Vinyl offers four tiers (Solo, Starter, Growing, Scaling) priced by monthly recording hours. Pricing is published in GBP with USD and AUD also available at checkout. Exact prices are available from the vendor. A free trial is offered but there is no permanent free tier.
What does Vinyl work with?
Vinyl connects to Xero for practice management and supports Zapier for additional connections. It works with Zoom, Microsoft Teams, and Google Meet for call recording, and has a mobile app for in-person meeting capture.
Is Vinyl good for solo accountants?
Yes. The Solo plan offers 2 hours of meeting recording per month for a single user. It suits solo accountants who run regular advisory or onboarding calls and want automatic summaries and action items without manual note-taking.
Does Vinyl push meeting notes to practice management software?
Yes. Vinyl pushes relevant data from meeting recordings into your practice management system automatically, so meeting notes and action items do not sit in a separate document. Xero practice management is the primary integration.

Alternatives to Vinyl

Other AI tools in the Client engagement and onboarding category.

Last verified 2026-05-01. Pricing and features come from vendor-published specs. See our methodology.