Your firm is leaving revenue on the table. Ping finds it.
Ping pulls your meetings, emails, and client history into one place. Then it surfaces the upsell opportunities, at-risk accounts, and relationship gaps your team has been missing.
- ✓ Set up in 90 seconds
- ✓ SOC 2 compliant
- ✓ Works with your stack
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Find the revenue already sitting in your firm
Most firms are undercharging, under-serving, or missing upsell moments hiding in plain sight. Ping scans your client interactions and flags the opportunities your team has not acted on yet. Advisory services, life events, unmet needs and more.
- See which clients have never been offered higher-value services
- Get alerted when a client mentions a business change, life event, or new need
- Prioritize outreach around the highest-value opportunities first
Client Intelligence
Every meeting and email builds a living profile of each client. Your whole team can search it. Context stays with the firm, not the individual.
An AI that actually knows your clients
Meetings and emails feed into a searchable client profile. No more digging through threads or asking colleagues what was discussed.
Surface risks and opportunities automatically
Ping flags at-risk accounts, upsell opportunities, and relationship context so you can be proactive instead of reactive.
Meeting Assistant
Ping joins your meetings, captures everything, and delivers structured notes and action items. You focus on the client, not the keyboard.
Walk into every meeting prepared
Ping surfaces the critical context before any meeting. Key notes, history, and priorities are ready without any effort.
Clean notes and tasks that flow into your tools
Every meeting becomes structured summaries, action items, and decisions that sync directly into Karbon, Financial Cents, or whatever you use.
Email Assistant
Ping organizes your inbox and drafts replies in your voice. Stop spending your evenings catching up on email.
Intelligent email
Incoming messages are automatically sorted into actionable categories. You instantly see what needs attention and nothing slips through.
Drafts written in your voice, ready to send
Every email that needs a response already has a polished draft waiting. Written in your tone, powered by the full context of the thread.
What accounting firms are saying
"Over the years, I tried a number of different meeting recording tools, and most of them left me feeling underwhelmed. Ping was the first platform that actually felt built with accountants in mind. Camden and his team truly listen to feedback and continuously improve the product. Ping has become an integral part of our tech stack and has genuinely made my life easier."
"Thank you! Your entire team has been amazing. You provide truly top-notch support with fast response times, and I greatly appreciate the attention you give to customer satisfaction. Please keep up the great work, it makes a real difference. Considering I am not a tech savvy person."
"WHAT?!??!?! You have NO idea how excited I am right now! I just kicked back my chair and did the WORST but most spunky dance moves to celebrate. I'm running to look for that email now. THANK YOU! You are my favorite person ever right now!"
"Ping Assistant is one of those tools you can add to your workflow that actually makes it better, saves you time, and ultimately helps you become more profitable."
"If you aren't using Ping Assistant you're missing out."
"I've said it before... I LOVE ALL THINGS PING"
"Btw the slack integration is the chefs kiss."
"Oh of course! Conversing with you at the event made a lasting impression & you've built a product that truly stands up to what it promises. You have lots to be proud of as a founder & I am happy to support!"
Ready to find the revenue your firm has been missing?
Starts at $35/month. No contracts. Cancel anytime.
Want a guided walkthrough instead? Book a time here.