AI built for firm leadership.
Firm-level visibility at your fingertips. From revenue opportunities to client SOPs, Ping gives you the insights you need.
or you can Talk to a human
Revenue Finder
Ping detects revenue opportunities in client conversations and automatically flags new service opportunities.
When clients mention adjacent needs, Ping highlights relevant services your firm already offers.
Ping spots churn signals early and alerts your team before revenue walks out the door.
During meetings, Ping recommends smart follow-up questions to deepen value and uncover opportunity.
Coaching & Enablement
Automatically score client engagement based on meeting frequency and email activity.
Track client tone and sentiment across communications to spot risk or opportunity early.
Easily create client specific standard operating procedures.
Give new team members instant access to full client history and context from day one.
Institutional Memory
Knowledge is automatically centralized in Ping, not stored in individual inboxes or memories, so nothing walks out the door.
Instantly find past conversations, decisions, and commitments across every interaction.
Ping syncs key insights to your practice management and other tools, with no manual entry required.
Powerful Integrations
Connect Ping Assistant with your favorite accounting tools and streamline your workflow with seamless integrations.
Double (ex Keeper)
Practice management built for accountants.
Karbon
Email and workflow management for accounting firms.
Financial Cents
Workflow management for accounting teams.
Google Calendar
Calendar for scheduling and shared availability.
Outlook Calendar
Microsoft's calendar for meetings and schedule planning.
Zoom
Video conferencing for virtual meetings and collaboration.
Google Meet
Simple, link-based video meetings from Google Workspace.
Microsoft Teams
Team chat, meetings, and collaboration in one platform.
Zoho
All-in-one business suite for CRM, finance, and operations.
HubSpot
CRM and marketing automation for growing firms.
Asana
Project and task management for team collaboration.
Anchor
Modern accounting practice management platform.
RingCentral
Cloud phone, video, and messaging for business.
Quo
Client collaboration and document management.
Dialpad
AI-powered business phone and contact center.
Slack
Team messaging and real-time communication.
Monday.com
Work management platform for teams of all sizes.
ClickUp
All-in-one project management and productivity platform.