Jason On Firms Podcast 561 He Built the AI That Runs Your Accounting Firm
Jan 5, 2026
Jordan Vickery, co-founder of Vinyl and an expert in accounting tech, discusses the transformative power of AI meeting assistants for firms. He highlights how these tools streamline workflows by generating searchable transcripts and automating follow-ups. They delve into the importance of specialized tools over general transcription, and how firms can uncover sales signals and enhance client relations using captured data. Jordan also shares insights on building a knowledge base from transcripts to improve training and consistency across teams.
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Transcripts Centralize Firm Knowledge
- AI meeting assistants record and transcribe every client meeting, then summarize key points and actions automatically.
- That single, consistent transcript source fixes inconsistent note-taking and centralizes firm knowledge.
Mandate Recording With Clear Permissions
- Make recording the default for client meetings and include it in engagement terms to avoid ad-hoc exceptions.
- Restrict access via permissions so partners can keep sensitive meetings private while client-facing teams share context.
Start With Client Meetings First
- Start by capturing client meetings first, then expand to internal meetings and stand-ups to gather actionable context.
- The more meetings you record, the more opportunities you unlock to automate workflows and surface insights.