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Client engagement and onboarding

Vinyl

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

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Last checked Read from Vinyl's published pricingHow we check prices

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. Every monthly plan supports unlimited users, so a small firm can keep per-head costs low. Pricing is published in USD, GBP, and AUD: Starter is $59 per month for 20 hours, Growing $165 for 60 hours, and Scaling $419 for 150 hours, with a single-user pay-as-you-go option billed hourly and a custom plan above 150 hours. A free trial is offered; no permanent free tier exists.

No partner program is publicly listed.

Key facts

Starting price
$59 per month
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
Karbon, FYI, Xero, Socket
Last checked
2026-08-31

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 Karbon, FYI, or Xero Practice Manager.
  • Solo and small firms that need 20 to 150 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 not on Karbon, FYI, or Xero Practice Manager. Those are the published practice management integrations.
  • Firms recording more than 150 hours a month. Above Scaling, Vinyl moves to a custom-quoted high-volume plan.

Pricing

TierPriceBillingFeatures
Pay as you goCustomHourly rate, no minimum commitment, single userSingle user, pay only for hours recorded, Zoom, Teams, and Google Meet support, mobile app.
Starter$59Per month, USD (GBP and AUD pricing also published)Unlimited users, 20 hours per month, practice management integrations, overage per minute.
Growing$165Per month, USD (GBP and AUD pricing also published)Unlimited users, 60 hours per month, practice management integrations, lower per-minute overage.
Scaling$419Per month, USD (GBP and AUD pricing also published)Unlimited users, 150 hours per month, practice management integrations, lowest per-minute overage.
Full Vinyl pricing breakdown, with plan-by-plan sources

Compare Vinyl head to head

Side by side on pricing, integrations and fit, from the same checked records as this page.

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 publishes three monthly plans priced by recording hours: Starter at $59 per month for 20 hours, Growing at $165 for 60 hours, and Scaling at $419 for 150 hours, all with unlimited users and per-minute overage. Prices are also published in GBP and AUD. A single-user pay-as-you-go option charges an hourly rate with no minimum commitment, and higher volumes get a custom plan. A free trial is offered but there is no permanent free tier.
What does Vinyl work with?
Vinyl connects to Karbon, FYI, and Xero Practice Manager so meeting notes and actions flow into practice management, and to Socket for turning meetings into proposals. 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. A single-user pay-as-you-go option charges an hourly rate with no minimum commitment, so a solo accountant pays only for the meetings Vinyl records. 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. Karbon, FYI, and Xero Practice Manager are the published integrations.

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