Vinyl + Karbon
Built by Partner — Automate your meeting notes & post-meeting actions to help you improve client experience and stop things falling through the cracks, right within Karbon.
About Vinyl
Vinyl is an AI meeting assistant built for accounting firms, automating note-taking, summaries, and follow-ups. It integrates with Karbon to capture every conversation in context, streamline workflows, and keep teams aligned—saving hours of manual admin so firms can focus on delivering value to clients.
What you can do
Vinyl automatically sends AI-generated meeting notes, summaries, and action items into Karbon, mapping them to the correct people, organization, or group timeline. Every conversation is stored in context, giving your team a complete history, reducing manual data entry, and making it easy to action tasks directly from meeting outcomes.
- Automatic Note Syncing: Vinyl sends meeting notes and summaries straight to Karbon, ensuring all client interactions are documented without manual copy-and-paste.
- Timeline Mapping: Notes are linked to the correct people, organization, or group timeline in Karbon, keeping every conversation in its proper context.
- Contact & Client Sync: Contacts, clients, and groups from Karbon are imported into Vinyl to ensure accurate matching for every meeting.
- Post-Meeting Summaries: Detailed summaries are added to Karbon, making it easy for your team to review key points from any discussion.
- Dual Client History: Meeting records are stored in both Vinyl and Karbon, creating a complete and consistent history across platforms.