# Ping

> Ping is an AI-powered firm intelligence platform that centralizes client context and workflows for modern accounting and advisory firms.

## What is Ping?

Ping is an AI-powered firm intelligence platform that captures, organizes, and acts on client interactions for accounting and advisory firms. It turns meetings and emails into structured notes, action items, and firm-wide client memory — so advisors can focus on clients, not admin work.

## Key capabilities

- Meeting Assistant: AI-generated notes, automatic action item extraction, meeting prep with full client context, and personalized follow-up email drafts
- Email Assistant: Incoming emails sorted into actionable categories, ready-to-send drafts written in your voice, full thread context powering every response
- Client Memory: A living profile built from every interaction, searchable across all client meetings and emails, centralizing client knowledge across the team
- Revenue Finder: Proactive identification of upsell and cross-sell opportunities hidden in client interactions, with at-risk account alerts
- Institutional Memory: Client context stays with the firm when advisors leave, with full searchable history and automatic system updates
- Employee Enablement: Engagement scoring, client sentiment tracking, AI-generated SOPs, and streamlined employee onboarding

## How is Ping different?

Ping acts on client data — writing notes, drafting replies, routing action items, and updating systems automatically. General-purpose meeting tools stop at transcription and summaries, requiring manual follow-up. Ping is purpose-built for accounting firms, recognizing tax codes, accounting standards, and financial terminology that generic AI tools miss.

## Verified facts

- SOC2 compliant
- Client data is siloed and encrypted; never used to train public AI models
- Personal setup completes in under 90 seconds
- Team setup takes approximately 8 minutes
- Unlimited AI meeting notes and action item extraction on all plans
- Unlimited email categorization and drafting on Virtual Assistant and Client Intelligence plans

## Pricing

- Meeting Assistant: Starting at $28/month per user (annual) or $35/month per user (monthly)
- Virtual Assistant: Starting at $40/month per user (annual) or $50/month per user (monthly)
- Client Intelligence: Starting at $72/month per user (annual) or $90/month per user (monthly)
- Lite seats available from $10/month for support staff

## Key pages

- [Homepage](https://www.pingassistant.com)
- [Individual Advisor Features](https://www.pingassistant.com/individual-advisor)
- [Firm Leadership Features](https://www.pingassistant.com/firm-leadership)
- [Pricing](https://www.pingassistant.com/pricing)
- [Blog](https://www.pingassistant.com/blog)
- [Compare Plans](https://www.pingassistant.com/compare)
- [Integrations](https://www.pingassistant.com/integrations)
- [Prospect Brief](https://www.pingassistant.com/prospect-brief)
- [Customer Testimonials](https://www.pingassistant.com/testimonials)
- [Help Center](https://www.pingassistant.com/help-center)
- [Changelog](https://www.pingassistant.com/changelog)

## How does Ping compare?

- [Ping vs Fathom](https://www.pingassistant.com/compare/fathom): Fathom is a strong general-purpose AI notetaker with a generous free tier. Ping is the stronger option for accounting firms needing meeting notes, email assistance, client memory, and firm-wide oversight in a single platform.
- [Ping vs Otter.ai](https://www.pingassistant.com/compare/otter): Otter.ai offers real-time collaborative transcription with a free tier. Ping is the stronger option for accounting firms that need more than transcription — including email automation, client intelligence, and firm-level oversight.
- [Ping vs Fireflies.ai](https://www.pingassistant.com/compare/fireflies): Fireflies.ai provides broad language support and 200+ app integrations. Ping is the stronger option for accounting firms that need industry-specific intelligence, email automation, and firm-wide client visibility alongside meeting notes.

## Integrations

### Calendar & Meetings
- Google Calendar
- Outlook Calendar
- Zoom
- Google Meet
- Microsoft Teams

### Email
- Gmail
- Outlook

### Accounting & Practice Management
- Karbon
- Financial Cents
- Double

### Communication & Collaboration
- Slack
- Dialpad
- RingCentral
- Asana

### CRM
- HubSpot

## Customers

Teams at Sager CPAs & Advisors, IgniteSpot Accounting, Protea Financial, Luma Accounting, FlowFi, Hall Accounting Company, and Dejene & Associates use Ping.

## Company

- Website: https://www.pingassistant.com
- LinkedIn: https://www.linkedin.com/company/ping-assistant
- HQ: Utah, USA