Integrations
Ping X Financial Cents
Now get more out of Financial Cents with Ping Assistant.
Now get more out of Financial Cents with Ping Assistant.
Ping Assistant now integrates with Financial Cents — turning your client data into actionable insights and personalized communication.
Ping Assistant now integrates with Financial Cents — turning your client data into actionable insights and personalized communication.
Ping Assistant now integrates with Financial Cents — turning your client data into actionable insights and personalized communication.
What can you do with Ping + Financial Cents?
What can you do with Ping + Karbon?
Step 1
Request your access code
Email the Karbon Partnerships Team at and request a Ping integration access code
Step 1
Request your access code
Email the Karbon Partnerships Team at and request a Ping integration access code
Step 2
Open your Ping settings
Log in to your Ping account Click your profile icon → Settings Select the Integrations tab
Step 2
Open your Ping settings
Log in to your Ping account Click your profile icon → Settings Select the Integrations tab
Step 3
Add your Karbon code
Scroll to the Karbon section → Paste your access code into the field provided → Click Connect
Step 3
Add your Karbon code
Scroll to the Karbon section → Paste your access code into the field provided → Click Connect
That’s it!
That’s it!
It’s as simple as it looks.
It’s as simple as it looks.
Meet Ping’s
Client Intelligence
An AI that knows your client
Meetings and emails are securely put in a data lake of client interactions that builds a client profile you and your team can easily search.
Real-time insights that elevate every interaction
Instantly surface relationship context, risks, and opportunities to deliver smarter, more proactive service.
Stronger teams and smarter leadership decisions
No matter how many different team members are interacting with a client. Leadership gets a clear, data-driven view of firm performance and client experience.
An AI that knows your client
Meetings and emails are securely put in a data lake of client interactions that builds a client profile you and your team can easily search.
Real-time insights that elevate every interaction
Instantly surface relationship context, risks, and opportunities to deliver smarter, more proactive service.
Stronger teams and smarter leadership decisions
No matter how many different team members are interacting with a client. Leadership gets a clear, data-driven view of firm performance and client experience.
Meet Ping’s
Client Intelligence
An AI that knows your client
Meetings and emails are securely put in a data lake of client interactions that builds a client profile you and your team can easily search.
Real-time insights that elevate every interaction
Instantly surface relationship context, risks, and opportunities to deliver smarter, more proactive service.
Stronger teams and smarter leadership decisions
No matter how many different team members are interacting with a client. Leadership gets a clear, data-driven view of firm performance and client experience.
Meet Ping’s
Meeting Assistant
Always-ready meeting prep with zero effort
Ping captures every conversation and surfaces the critical context before any meeting, so you walk in prepared with key notes, history, and priorities automatically laid out.
Structured notes and tasks that flow into your existing tools
Every meeting is instantly transformed into clean summaries, action items, and decisions that sync directly into your project management or workflow system. No extra steps.
Automatic, personalized follow-ups that reflect the conversation
Ping drafts tailored follow-up emails based on what was discussed, ensuring timely, consistent communication that moves work forward without adding work to your plate.
Always-ready meeting prep with zero effort
Ping captures every conversation and surfaces the critical context before any meeting, so you walk in prepared with key notes, history, and priorities automatically laid out.
Structured notes and tasks that flow into your existing tools
Every meeting is instantly transformed into clean summaries, action items, and decisions that sync directly into your project management or workflow system. No extra steps.
Automatic, personalized follow-ups that reflect the conversation
Ping drafts tailored follow-up emails based on what was discussed, ensuring timely, consistent communication that moves work forward without adding work to your plate.
Meet Ping’s
Meeting Assistant
Always-ready meeting prep with zero effort
Ping captures every conversation and surfaces the critical context before any meeting, so you walk in prepared with key notes, history, and priorities automatically laid out.
Structured notes and tasks that flow into your existing tools
Every meeting is instantly transformed into clean summaries, action items, and decisions that sync directly into your project management or workflow system. No extra steps.
Automatic, personalized follow-ups that reflect the conversation
Ping drafts tailored follow-up emails based on what was discussed, ensuring timely, consistent communication that moves work forward without adding work to your plate.
Meet Ping’s
Email Assistant
Intelligent email triage. It’s like having a VA managing your inbox.
Ping automatically sorts every incoming message into clear, actionable labels, so you instantly see what needs attention and never lose track of a client request.
Ready-to-send drafts written in your voice
Every email that requires a response already has a polished draft waiting, written in your tone and powered by the full context of the thread and Client Intelligence.
Intelligent email triage. It’s like having a VA managing your inbox.
Ping automatically sorts every incoming message into clear, actionable labels, so you instantly see what needs attention and never lose track of a client request.
Ready-to-send drafts written in your voice
Every email that requires a response already has a polished draft waiting, written in your tone and powered by the full context of the thread and Client Intelligence.
Meet Ping’s
Email Assistant
Intelligent email triage. It’s like having a VA managing your inbox.
Ping automatically sorts every incoming message into clear, actionable labels, so you instantly see what needs attention and never lose track of a client request.
Ready-to-send drafts written in your voice
Every email that requires a response already has a polished draft waiting, written in your tone and powered by the full context of the thread and Client Intelligence.
Meet Ping’s Client Intelligence.
Meet Ping’s Client Intelligence.
Meet Ping’s Client Intelligence.
Pricing Plans
Focus on being an advisor, not an admin.
Every feature you need now and as you scale.
Every feature you need now and as you scale.
Monthly
Annual
Meeting Assistant
Turn conversations into action items.
$35
per month per user
Unlimited Lite seats ($10/mo each)
AI Meeting Notes
Accounting Integrations
Action Item Extraction & Assignment
AI Chat Across Meetings
AI Follow-Up Email Drafts
Virtual Assistant
From meeting notes to drafted replies.
$50
per month per user
Everything in Meeting Assistant
Unlimited Lite seats ($10/mo each)
AI Email Categorization
Drafts replies in your voice
Smart Reply Library
Onboarding session with a specialist
Most Popular
Client Intelligence
An AI brain that knows every client.
$90
per month per user
Everything in Virtual Assistant
Unlimited Lite seats ($20/mo each)
Client Memory
Custom AI Workflows
Real-Time Meeting Coach
Dedicated support
Client Health Scoring
Guided Onboarding & Setup
Monthly
Annual
Meeting Assistant
Turn conversations into action items.
$35
per month per user
Unlimited Lite seats ($10/mo each)
AI Meeting Notes
Accounting Integrations
Action Item Extraction & Assignment
AI Chat Across Meetings
AI Follow-Up Email Drafts
Virtual Assistant
From meeting notes to drafted replies.
$50
per month per user
Everything in Meeting Assistant
Unlimited Lite seats ($10/mo each)
AI Email Categorization
Drafts replies in your voice
Smart Reply Library
Onboarding session with a specialist
Most Popular
Client Intelligence
An AI brain that knows every client.
$90
per month per user
Everything in Virtual Assistant
Unlimited Lite seats ($20/mo each)
Client Memory
Custom AI Workflows
Real-Time Meeting Coach
Dedicated support
Client Health Scoring
Guided Onboarding & Setup
Monthly
Annual
Meeting Assistant
For solo accountants just getting started.
$35
per month per user
Unlimited Lite seats ($10/mo each)
AI Meeting Notes
Accounting Integrations
Action Item Extraction & Assignment
AI Chat Across Meetings
AI Follow-Up Email Drafts
Virtual Assistant
From meeting notes to drafted replies.
$50
per month per user
Everything in Meeting Assistant
Unlimited Lite seats ($10/mo each)
AI Email Categorization
Drafts replies in your voice
Smart Reply Library
Onboarding session with a specialist
Most Popular
Client Intelligence
Custom solutions for large organizations
$90
per month per user
Everything in Virtual Assistant
Unlimited Lite seats ($20/mo each)
Client Memory
Custom AI Workflows
Real-Time Meeting Coach
Dedicated support
Client Health Scoring
Guided Onboarding & Setup
What our clients are saying
Hear how Ping makes work easier for our clients.
“It’s the first AI tool that actually fits how accountants work. Ping just gets it.”
Brodie Martin
Martin Tax & Advisory
”Ping assistant is one of those things that you can add to your workflow process that will actually make it better, save you time, which in turn will help make you more profitable”
Timalyn Bowens
America's Favorite EA
“Ping is awesome. It has significantly cut down my administrative time. Being in a meeting without having to take notes allows me to focus on the meeting itself”
Nicholas Coluccio
Coluccio & Associates
“It’s the first AI tool that actually fits how accountants work. Ping just gets it.”
Brodie Martin
Martin Tax & Advisory
”Ping assistant is one of those things that you can add to your workflow process that will actually make it better, save you time, which in turn will help make you more profitable”
Timalyn Bowens
America's Favorite EA
“Ping is awesome. It has significantly cut down my administrative time. Being in a meeting without having to take notes allows me to focus on the meeting itself”
Nicholas Coluccio
Coluccio & Associates
“It’s the first AI tool that actually fits how accountants work. Ping just gets it.”
Brodie Martin
Martin Tax & Advisory
”Ping assistant is one of those things that you can add to your workflow process that will actually make it better, save you time, which in turn will help make you more profitable”
Timalyn Bowens
America's Favorite EA
“Ping is awesome. It has significantly cut down my administrative time. Being in a meeting without having to take notes allows me to focus on the meeting itself”
Nicholas Coluccio
Coluccio & Associates
“It’s the first AI tool that actually fits how accountants work. Ping just gets it.”
Brodie Martin
Martin Tax & Advisory
”Ping assistant is one of those things that you can add to your workflow process that will actually make it better, save you time, which in turn will help make you more profitable”
Timalyn Bowens
America's Favorite EA
“Ping is awesome. It has significantly cut down my administrative time. Being in a meeting without having to take notes allows me to focus on the meeting itself”
Nicholas Coluccio
Coluccio & Associates
What our clients are saying
Hear how Ping makes work easier for our clients.
“It’s the first AI tool that actually fits how accountants work. Ping just gets it.”
Brodie Martin
Martin Tax & Advisory
”Ping assistant is one of those things that you can add to your workflow process that will actually make it better, save you time, which in turn will help make you more profitable”
Timalyn Bowens
America's Favorite EA
“Ping is awesome. It has significantly cut down my administrative time. Being in a meeting without having to take notes allows me to focus on the meeting itself”
Nicholas Coluccio
Coluccio & Associates
“It’s the first AI tool that actually fits how accountants work. Ping just gets it.”
Brodie Martin
Martin Tax & Advisory
”Ping assistant is one of those things that you can add to your workflow process that will actually make it better, save you time, which in turn will help make you more profitable”
Timalyn Bowens
America's Favorite EA
“Ping is awesome. It has significantly cut down my administrative time. Being in a meeting without having to take notes allows me to focus on the meeting itself”
Nicholas Coluccio
Coluccio & Associates
“It’s the first AI tool that actually fits how accountants work. Ping just gets it.”
Brodie Martin
Martin Tax & Advisory
”Ping assistant is one of those things that you can add to your workflow process that will actually make it better, save you time, which in turn will help make you more profitable”
Timalyn Bowens
America's Favorite EA
“Ping is awesome. It has significantly cut down my administrative time. Being in a meeting without having to take notes allows me to focus on the meeting itself”
Nicholas Coluccio
Coluccio & Associates
“It’s the first AI tool that actually fits how accountants work. Ping just gets it.”
Brodie Martin
Martin Tax & Advisory
”Ping assistant is one of those things that you can add to your workflow process that will actually make it better, save you time, which in turn will help make you more profitable”
Timalyn Bowens
America's Favorite EA
“Ping is awesome. It has significantly cut down my administrative time. Being in a meeting without having to take notes allows me to focus on the meeting itself”
Nicholas Coluccio
Coluccio & Associates
What our clients are saying
Hear how Ping makes work easier for our clients.
“It’s the first AI tool that actually fits how accountants work. Ping just gets it.”
Brodie Martin
Martin Tax & Advisory
”Ping assistant is one of those things that you can add to your workflow process that will actually make it better, save you time, which in turn will help make you more profitable”
Timalyn Bowens
America's Favorite EA
“Ping is awesome. It has significantly cut down my administrative time. Being in a meeting without having to take notes allows me to focus on the meeting itself”
Nicholas Coluccio
Coluccio & Associates
“It’s the first AI tool that actually fits how accountants work. Ping just gets it.”
Brodie Martin
Martin Tax & Advisory
”Ping assistant is one of those things that you can add to your workflow process that will actually make it better, save you time, which in turn will help make you more profitable”
Timalyn Bowens
America's Favorite EA
“Ping is awesome. It has significantly cut down my administrative time. Being in a meeting without having to take notes allows me to focus on the meeting itself”
Nicholas Coluccio
Coluccio & Associates
“It’s the first AI tool that actually fits how accountants work. Ping just gets it.”
Brodie Martin
Martin Tax & Advisory
”Ping assistant is one of those things that you can add to your workflow process that will actually make it better, save you time, which in turn will help make you more profitable”
Timalyn Bowens
America's Favorite EA
“Ping is awesome. It has significantly cut down my administrative time. Being in a meeting without having to take notes allows me to focus on the meeting itself”
Nicholas Coluccio
Coluccio & Associates
“It’s the first AI tool that actually fits how accountants work. Ping just gets it.”
Brodie Martin
Martin Tax & Advisory
”Ping assistant is one of those things that you can add to your workflow process that will actually make it better, save you time, which in turn will help make you more profitable”
Timalyn Bowens
America's Favorite EA
“Ping is awesome. It has significantly cut down my administrative time. Being in a meeting without having to take notes allows me to focus on the meeting itself”
Nicholas Coluccio
Coluccio & Associates
AI built for advisory-focused accounting firms.
Ping Assistant. All right reserved. © 2025
Made in the USA, specifically Utah ⛰️
AI built for advisory-focused accounting firms.
Ping Assistant. All right reserved. © 2025
Made in the USA, specifically Utah ⛰️
AI built for advisory-focused accounting firms.
Ping Assistant. All right reserved. © 2025
Made in the USA, specifically Utah ⛰️