Integrations Ping x Financial Cents

Financial Cents meets Ping.
Streamline your firm.

Ping Assistant connects with Financial Cents to bridge client communication and practice management — keeping your team aligned on every engagement.

Workflows

Ping captures action items from client calls and pushes them straight into Financial Cents as tasks.

Client Notes

Every meeting summary lands on the right client record — no copy-pasting required.

Setup

Authenticate with your Financial Cents account and start syncing in under five minutes.

Three ways Ping + Financial Cents
keep your firm in sync.