FYI + Vinyl
FYI is excited to announce a new integration with Vinyl, an AI meeting assistant built for accounting and bookkeeping firms. This integration keeps your client records and meeting notes seamlessly connected by automatically syncing client data, linking meetings to relevant client files, and creating meeting records in FYI.
Seamless data sync
Import your clients, contacts, and groups directly from FYI into Vinyl, keeping records aligned across both platforms. Updates to clients and contacts are synchronised overnight.
Automated meeting capture
Meeting records are automatically created in FYI and linked to all relevant client files. Meeting Records include an overview, summary, and action items.
One-click access to recordings
Every FYI meeting note includes a direct link back to the Vinyl recording for easy reference, including a full transcript.
