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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 built specifically for accounting and bookkeeping firms. It joins Zoom, Microsoft Teams, and Google Meet calls automatically, or records in-person meetings through its mobile app. After each session it produces a structured summary, a list of 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.

Vinyl is a Xero Growth Partner, and its practice management integrations cover the key platforms used by accounting firms. 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 even on the entry-level Starter plan. Pricing is published in GBP with USD and AUD also available at checkout. A free trial is offered; no permanent free tier exists.

No public affiliate or partner program was found at the time of this record.

Key facts

Starting price
Custom pricing
Pricing model
flat
Free trial
Yes
Free tier
No
Deployment
cloud, mobile
Geography
UK, US, AU, global
Works with
xero, zapier
Last verified
2026-04-20

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.

More in this category

Last verified 2026-04-20. Pricing and features come from vendor-published specs. See our methodology.