Find revenue hiding in client conversations.
Ping is AI built for accounting firms. Instead of spending all your time chasing new clients, Ping surfaces the needs your clients are already raising so your team can offer more advisory and expand the relationships you already have.
Free 14-day trial. No credit card required.
or you can Talk to a human
Ping plugs into the tools your firm already runs on. 20+ integrations
Discover Ping's features.
Built only for accounting firms.
Opportunity detection
Finds upsell and cross-sell opportunities by listening to client needs across every client interaction.
- Upsell signal detection
- Cross-sell opportunities across departments
- At-risk client alerts
- Live suggested questions in meetings
- Proactively scoped service recommendations
Client Intelligence
Automatically gathers every client touchpoint from across the team and builds an AI brain that keeps everyone on the same page.
- A living profile for every client
- Meetings, emails, and calls captured automatically
- Full client history, searchable in seconds
- Shared context across the whole team
- Key relationship history surfaced before every call
AI Admin
Plugged into all your meetings, organizes your inbox, and drafts responses in your voice.
- AI meeting notes and summaries
- Action items extracted and assigned
- Inbox sorted into what needs action
- Follow-up emails drafted in your voice
- Syncs to your practice management tools
What people say about Ping
Ping is really making me into the advisor I always strived to be, with follow-up emails and organization of information at my fingertips.
But don't tell too many people, this is giving me an advantage over other firms until they catch on.
Jennifer Glassmoyer, CPA Avodah CPA Discover how Ping can help you identify cross-sell and upsell opportunities.
Watch an accountant demo Ping.
Ready to find the revenue hiding in your firm?
Everyone gets 2 weeks free. Join a live demo and get a full month. No credit card required.