Vinyl can help your business
Manage operations
- Manage customer or client contracts
- Manage customer or client relationships
- Maintain client contact details
Manage people
- Manage employee admin
- Manage employee growth and performance
Overview
Vinyl – AI-powered notetaker for accountants and bookkeepers
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.
Key features:
-
Joins video meetings automatically or on demand
-
Records audio + video with high-quality output
-
AI-generated meeting summaries, discussion points, and action items
-
Full transcripts of each meeting stored in Vinyl
-
Automatic syncing with XPM: clients, contacts, and groups
-
Meeting summaries and transcripts filed back into XPM
-
Secure, encrypted storage with full control over access and permissions
-
Nightly sync of contact data to keep XPM and Vinyl aligned
-
Easy filtering and search to find any past conversation fast
-
Works across teams to ensure continuity, clarity and accountability
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.
Vinyl + Xero
Vinyl’s integration with Xero Practice Manager (XPM) brings your meeting records and client data into one seamless workflow—designed specifically for accountants and bookkeepers.
Once connected, Vinyl syncs your clients, contacts, and groups from XPM into your Vinyl account. This sync happens automatically each night, keeping your data up to date without manual effort. When you schedule a meeting with someone listed in XPM, Vinyl detects the calendar match and links the meeting to that client in your practice database.
After the meeting ends, Vinyl generates a full AI-powered summary, transcript, and key discussion points. These are then filed back into XPM against the relevant client as a time-stamped note (Coming soon), including a direct link back to the full meeting recording inside Vinyl. This means your team never has to write up notes manually, search for what was discussed, or worry about losing important client context.
The integration ensures your entire client communication history is tracked and stored in one central place—XPM—where your team already works. This is especially powerful for firms with multiple team members managing the same client, helping everyone stay aligned and informed.
Current capabilities include:
-
Nightly sync of clients, contacts, and groups from XPM to Vinyl
-
Calendar-to-client matching using email address detection
-
Post-meeting summaries and transcripts filed as notes in XPM
-
Meeting notes contain a direct link back to the full Vinyl record
-
Audit trail of all client conversations stored in both Vinyl and XPM
Coming soon
-
Direct syncing of action items and to-dos from Vinyl into XPM job workflows—so follow-up is even more automated.
-
Setup is easy and takes less than 5 minutes. Just head to the Integrations section in Vinyl, connect to XPM via your Xero login, and you're ready to go.
Getting started
Getting Started with Vinyl – Your AI Meeting Assistant for Accountants and Bookkeepers
Vinyl helps accounting and bookkeeping firms save time, reduce admin, and capture every client conversation—without ever needing to write up notes. If you're tired of manual follow-ups, scrambling to remember what was said, or inconsistent client records, Vinyl is your solution.
Here’s how to get started:
-
Create your account Go to app.usevinyl.com and sign up for a free trial. You can use Google, Microsoft, or email to create an account—no credit card needed.
-
Connect your calendar Vinyl works with Google Calendar and Microsoft Outlook. Once connected, Vinyl detects upcoming meetings, identifies attendees, and lets you select which meetings it should join and record.
-
Invite your team Vinyl is made for teams. Add users, assign roles, and manage access easily. Each person can control which meetings Vinyl joins and what’s shared. Admin tools ensure the right people see the right data.
-
Connect your tools (like XPM) Sync with Xero Practice Manager to connect meeting records with your client database. Vinyl pulls in your XPM contacts, matches them to meetings, and soon will file meeting summaries and transcripts back into XPM. Integrations with FYI and Karbon are also available.
-
Start your first meeting When Vinyl joins your calls (Zoom, Teams, Meet), it records the conversation, creates an AI-powered summary, transcript, and key points—all saved securely in your Vinyl account.
-
Review and share notes Get a clean, editable summary after every meeting. Tag your team, add comments, or link action items. Everything is searchable and available when you need it.
-
Customise your preferences Choose audio or video capture, manage consent settings, and adjust user permissions to fit your team’s workflow and compliance needs.
-
Stay organised Use folders and tags to organise meetings by client or job. Filter by team member, date, or client to find conversations fast.
-
Learn from your data Vinyl helps you identify patterns, surface risks, and uncover client needs across meetings—making it easier to take informed action.
-
What’s next Soon, Vinyl will sync action items into XPM/Karbon, summarise emails, and support voice commands. It’s all about doing more, with less admin.
Try it free by clicking the "Get this app" button above and take the pain out of meetings—for good.
