Custom AI Tools Built Specifically for Your Firm

Ping doesn’t just offer out-of-the-box AI features. We also work directly with firms to design and build custom AI tools tailored to your exact workflows.

These tools are built to eliminate the repetitive, time-consuming tasks you hate doing, while fitting seamlessly into how your firm already operates.

What are custom AI tools?

Custom AI tools are purpose-built automations created by Ping’s AI implementation team. Instead of forcing you to change your process, our engineers study how your firm works and build AI that works for you.

This includes:

• Mapping your existing workflows

• Identifying manual or repetitive tasks

• Designing AI that uses client context and firm-specific logic

• Delivering a tool built exclusively for your firm

These tools are not generic templates. They are designed and built specifically for your use case.

How the process works

Our team partners closely with your firm to ensure the tool delivers real, measurable value.

Follow these steps:

1. Meet with Ping’s AI implementation team to review your workflows.

2. Identify a high-effort, low-value task you want to eliminate.

3. Design a custom AI solution around your process and data.

4. Build, test, and deploy the tool for your firm.

5. Review outputs instead of doing manual work.

Real example: 90+ hours saved in one tax season

One firm came to us with a major time drain during tax season.

The problem

After every tax strategy meeting, a partner spent 15–20 minutes manually typing handwritten notes into a spreadsheet.

With roughly 450 meetings, this added up to:

• Over 110 hours of manual work

• Nearly 12 full workdays lost to data entry

The solution

Ping’s AI implementation team built a custom AI tool that:

• Uses existing client context

• Automatically fills out the spreadsheet after each meeting

• Requires only a quick review instead of manual typing

The result

• 80% faster workflow

• 90+ hours saved in a single tax season

• Approximately $45,000 in value returned to the firm

Why firms choose custom AI tools

Firms invest in custom AI tools because they:

• Reduce burnout from repetitive tasks

• Improve accuracy and consistency

• Free up partners and staff for higher-value work

• Deliver ROI quickly during busy seasons

If there’s a task your team dreads doing, it’s likely a strong candidate for a custom AI solution.

Book an AI consultation

If you’re curious what custom AI could look like for your firm, you can book a 25-minute AI consultation with our team.

During the consultation, we’ll:

• Review your workflows

• Identify automation opportunities

• Discuss whether a custom AI tool makes sense for your firm

Reach out through Ping to schedule your consultation and explore what your own custom AI tool could do.