What Is Client Intelligence About

Overview

Ping’s Client Intelligence is the central hub of your firm’s knowledge. It brings together all client communications — meetings, emails, notes, and action items — and organizes them into a single, searchable timeline.

Why It Matters

For accounting, bookkeeping, and advisory firms, context is everything. Client Intelligence ensures every team member knows the full story before stepping into a meeting or sending an email. No more digging through inboxes or shared drives — Ping automatically gives you the context you need.

How It Works

When your Google or Outlook integrations are connected, Ping automatically captures and categorizes interactions. Every meeting note, email, and update is linked to the correct client profile.

Within each client’s profile, you can:

• Review recent meeting notes and summaries

• View the latest emails and communications

• Track open action items and next steps

• Ask Ping AI questions like “What did we discuss with Smith & Co. last week?”

What Makes It Different

Ping doesn’t just store data — it understands it. Notes are structured specifically for accountants and advisors, action items are highlighted automatically, and all context is tied together across tools.

The Result

Your firm gains a living memory that grows with every client interaction. It’s always up to date, searchable, and accessible — helping your team make faster, smarter decisions with confidence.