Firm Intelligence for Modern Advisory Firms
Ping captures and centralizes client interactions, freeing advisors from admin work while giving leadership real-time visibility into the firm.
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Discover Ping's features.
Built for the advisor in the meeting and the leader running the firm.
Meeting Assistant
Turn every conversation into structured notes and action items.
- AI-generated notes from every client meeting
- Automatic action item extraction and assignment
- Meeting prep with full client context surfaced
- Personalized follow-up emails drafted instantly
Email Assistant
Drafts replies in your voice so you can focus on what matters.
- Incoming emails sorted into actionable categories
- Ready-to-send drafts written in your voice
- Full thread context powers every response
- Never lose track of a client request again
Client Memory
An AI brain that knows every client inside and out.
- A living profile built from every interaction
- Search across all client meetings and emails
- Surface relationship context and key history
- Centralize client knowledge across your team
Revenue Finder
Catch missed revenue opportunities hidden in client interactions across the firm.
- Proactively identify upsell opportunities
- Surface cross-sell opportunities
- At-risk account alerts
- Live suggested questions by Ping
Institutional Memory
Make sure client context stays with the firm, not the individual.
- Client context stays with the firm
- Search full client history in seconds
- Automatically update your systems
Employee Enablement
Get every team member up to speed from day one.
- Engagement scoring based on meeting and email activity
- Client sentiment tracking across communications
- AI-generated SOPs
- Easy employee onboarding
Watch Ping in action
See how Ping makes work feel effortless.
Discover how Ping can simplify your workflow.
Don't just take our word for it.
Jason Staats' Top AI App of 2026 The #1 accounting tech influencer picks Ping as his top AI tool
12:34
Why Dan Luthi from IgniteSpot loves Ping Product walkthrough
15:22
12:34
Chad's product walkthrough A deep dive into every feature that makes firms faster. Chad Davis · Radiant Financial
6:15
Why I switched my whole firm The tipping point that moved staff to Ping overnight. Zane Stevens · Protea
8:47
How users are using Ping Timalyn Bowens shows how firms are getting the most out of Ping. Timalyn Bowens · America's Favorite CPA
Loved by teams everywhere
Hundreds of accounting firms trust Ping to run and scale.
"If you aren't using Ping Assistant you're missing out."
"I've said it before... I LOVE ALL THINGS PING"
"WHAT?!??!?! You have NO idea how excited I am right now! I just kicked back my chair and did the WORST but most spunky dance moves to celebrate. I'm running to look for that email now. THANK YOU! You are my favorite person ever right now!"
"Btw the slack integration is the chefs kiss."
"Thank you! Your entire team has been amazing. You provide truly top-notch support with fast response times, and I greatly appreciate the attention you give to customer satisfaction. Please keep up the great work — it makes a real difference. Considering I am not a tech savvy person."
"If you aren't using Ping Assistant you're missing out."
"I've said it before... I LOVE ALL THINGS PING"
"WHAT?!??!?! You have NO idea how excited I am right now! I just kicked back my chair and did the WORST but most spunky dance moves to celebrate. I'm running to look for that email now. THANK YOU! You are my favorite person ever right now!"
"Btw the slack integration is the chefs kiss."
"Thank you! Your entire team has been amazing. You provide truly top-notch support with fast response times, and I greatly appreciate the attention you give to customer satisfaction. Please keep up the great work — it makes a real difference. Considering I am not a tech savvy person."
"If you aren't using Ping Assistant you're missing out."
"I've said it before... I LOVE ALL THINGS PING"
"WHAT?!??!?! You have NO idea how excited I am right now! I just kicked back my chair and did the WORST but most spunky dance moves to celebrate. I'm running to look for that email now. THANK YOU! You are my favorite person ever right now!"
"Btw the slack integration is the chefs kiss."
"Thank you! Your entire team has been amazing. You provide truly top-notch support with fast response times, and I greatly appreciate the attention you give to customer satisfaction. Please keep up the great work — it makes a real difference. Considering I am not a tech savvy person."
"Sidebar, this morning I queried my Ping assistant about a very specific comment someone made on a zoom last week and it barfed it back up in seconds like my own personal court stenographer. Now that's a great use case!"
"Hey Camden, thanks for the note. To be candid, we're currently vetting Ping, Abacor, Granola, and Clickup on the meeting assistant front. Not kissing up, but Ping is currently the frontrunner. The responsiveness from Chad on the API and the momentum your team seems to have is great."
"Ping has exceeded my expectations and completely wowed me! In the last year, we have rolled out a new service offering in which we interview a company's accounting team, then we process document all of their tasks, make recommendations, and identify internal control risk areas. This morning, I asked Ping to review the initial meetings we had with the team, create an executive summary for the owners, and create a framework of focus areas based on the duties they told us they performed. Ping blew it out of the water and saved me hours of work! Not only did it give me what I asked for, but it also incorporated focus areas based on feedback we received from the owners via email and created a checklist for our next meetings. It was beautiful!"
"Over the years, I tried a number of different meeting recording tools, and most of them left me feeling underwhelmed. They were overly complicated, didn't do what I needed, or were simply too expensive. Ping was the first platform that actually felt built with accountants in mind. Camden and his team truly listen to feedback and continuously improve the product. Ping has become an integral part of our tech stack and has genuinely made my life easier."
"Oh of course! Conversing with you at the event made a lasting impression & you've built a product that truly stands up to what it promises. You have lots to be proud of as a founder & I am happy to support!"
"Ping Assistant is one of those tools you can add to your workflow that actually makes it better, saves you time, and ultimately helps you become more profitable."
"Sidebar, this morning I queried my Ping assistant about a very specific comment someone made on a zoom last week and it barfed it back up in seconds like my own personal court stenographer. Now that's a great use case!"
"Hey Camden, thanks for the note. To be candid, we're currently vetting Ping, Abacor, Granola, and Clickup on the meeting assistant front. Not kissing up, but Ping is currently the frontrunner. The responsiveness from Chad on the API and the momentum your team seems to have is great."
"Ping has exceeded my expectations and completely wowed me! In the last year, we have rolled out a new service offering in which we interview a company's accounting team, then we process document all of their tasks, make recommendations, and identify internal control risk areas. This morning, I asked Ping to review the initial meetings we had with the team, create an executive summary for the owners, and create a framework of focus areas based on the duties they told us they performed. Ping blew it out of the water and saved me hours of work! Not only did it give me what I asked for, but it also incorporated focus areas based on feedback we received from the owners via email and created a checklist for our next meetings. It was beautiful!"
"Over the years, I tried a number of different meeting recording tools, and most of them left me feeling underwhelmed. They were overly complicated, didn't do what I needed, or were simply too expensive. Ping was the first platform that actually felt built with accountants in mind. Camden and his team truly listen to feedback and continuously improve the product. Ping has become an integral part of our tech stack and has genuinely made my life easier."
"Oh of course! Conversing with you at the event made a lasting impression & you've built a product that truly stands up to what it promises. You have lots to be proud of as a founder & I am happy to support!"
"Ping Assistant is one of those tools you can add to your workflow that actually makes it better, saves you time, and ultimately helps you become more profitable."
"Sidebar, this morning I queried my Ping assistant about a very specific comment someone made on a zoom last week and it barfed it back up in seconds like my own personal court stenographer. Now that's a great use case!"
"Hey Camden, thanks for the note. To be candid, we're currently vetting Ping, Abacor, Granola, and Clickup on the meeting assistant front. Not kissing up, but Ping is currently the frontrunner. The responsiveness from Chad on the API and the momentum your team seems to have is great."
"Ping has exceeded my expectations and completely wowed me! In the last year, we have rolled out a new service offering in which we interview a company's accounting team, then we process document all of their tasks, make recommendations, and identify internal control risk areas. This morning, I asked Ping to review the initial meetings we had with the team, create an executive summary for the owners, and create a framework of focus areas based on the duties they told us they performed. Ping blew it out of the water and saved me hours of work! Not only did it give me what I asked for, but it also incorporated focus areas based on feedback we received from the owners via email and created a checklist for our next meetings. It was beautiful!"
"Over the years, I tried a number of different meeting recording tools, and most of them left me feeling underwhelmed. They were overly complicated, didn't do what I needed, or were simply too expensive. Ping was the first platform that actually felt built with accountants in mind. Camden and his team truly listen to feedback and continuously improve the product. Ping has become an integral part of our tech stack and has genuinely made my life easier."
"Oh of course! Conversing with you at the event made a lasting impression & you've built a product that truly stands up to what it promises. You have lots to be proud of as a founder & I am happy to support!"
"Ping Assistant is one of those tools you can add to your workflow that actually makes it better, saves you time, and ultimately helps you become more profitable."
Frequently asked questions
We understand the sensitivity of accounting data. Ping Assistant is SOC2 compliant, and we never use your firm's proprietary data or client conversations to train public AI models. Your data remains siloed and encrypted.
Choosing the right plan depends on how much of the administrative burden you want to automate:
- Meeting Assistant ($28/mo): Perfect for the individual advisor who wants to stop taking manual notes and ensure every action item is captured.
- Virtual Assistant ($40/mo): Great for active advisors. It adds the Email Assistant, allowing you to clear your inbox with drafts written in your own voice.
- Client Intelligence ($72/mo): Our most popular choice. Designed for firm leadership and growing teams. This unlocks Client Intelligence, Client Health Scoring, and Custom Workflows—the tools that turn individual notes into firm-wide intelligence and oversight.
Lite seats (starting at $10/mo) are perfect for support staff or junior team members who don't lead their own meetings but need access to the AI-generated notes, action items, client history, and client memory to support your work.
Unlike general AI, Ping is optimized for professional services. It recognizes common tax codes, accounting standards, and financial terminology, ensuring your "Client Memory" is technically sound.
This is the power of "Smarter Oversight." Leadership can access a firm-wide "Client Memory" to see relationship history across the whole team, while individual advisors have the tools they need for their specific book of business.
Yes. While our standard rates are shown for monthly flexibility, switching to Annual billing (using the toggle at the top of the pricing section) will provide a significant discount on your per-user cost.
We don't believe in "counting minutes" when you're trying to run a firm.
- Meetings: All plans include unlimited AI meeting notes and action item extraction. Whether you have 5 meetings a week or 50, Ping stays in the room with you.
- Emails: The Virtual Assistant and Client Intelligence plans offer unlimited email categorization and drafting.
- Storage: Your "Client Memory" grows with your firm. There are no caps on the amount of historical client context or meeting transcripts we store for you.
Note: To ensure system stability for everyone, we maintain standard fair-use policies, but these are designed to never interfere with a normal professional workload.
This is where Smarter Oversight comes in. By using Client Memory on the $72/mo plan, all meeting notes, email history, and "Client Health" context stay with the firm. A new advisor can step in and understand a 5-year relationship in minutes, rather than digging through old threads.
You can complete your personal setup in under 90 seconds by simply syncing your calendar and email. For larger teams, it takes just 8 minutes to configure your organization's settings and centralize your firm's intelligence.