AI built for advisory.
Advisory, by its nature, creates a lot of moving parts. Ping eliminates admin work around meetings and emails, so you can focus on servicing your client.
or you can Talk to a human
Meet Ping's Meeting Assistant
Ping captures every conversation and surfaces the critical context before any meeting, so you walk in prepared with key notes, history, and priorities automatically.
Every meeting is instantly transformed into clean summaries, action items, and decisions that sync directly into your project management or workflow system.
Ping drafts tailored follow-up emails based on what was discussed, ensuring timely, consistent communication that moves work forward without adding work to your plate.
Meet Ping's Email Assistant
Ping automatically sorts every incoming message into clear, actionable labels, so you instantly see what needs attention and never lose track of a client request.
Every email that requires a response already has a polished draft waiting, written in your tone and powered by the full context of the thread and Client Memory.
Meet Ping's Client Memory
Meetings and emails are securely put in a data lake of client interactions that builds a client profile you and your team can easily search.
Instantly surface relationship context, risks, and opportunities to deliver smarter, more proactive service.
No matter how many different team members are interacting with a client. Leadership gets a clear, data-driven view of firm performance and client experience.
Meet Ping's AI Workflows
Build custom workflows that handle the busywork automatically, from sending deadline reminders to routing client requests to the right team member without lifting a finger.
Ping listens for key phrases and topics across your conversations and automatically kicks off the next step, creating tasks, updating records, or notifying your team.
Turn your firm's proven processes into reusable workflow templates that any team member can run, ensuring consistency and quality as your firm grows.
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.