Service templates and agreements
Ping pulls your full Anchor service catalog and every active, proposed, and inactive engagement letter. You decide when to refresh with a one-click sync.
x 
30 days of Ping, on the house for Anchor firms.
Your service catalog and engagement letters live in Anchor. Your real conversations with clients live in meetings, emails, and calls. Ping connects the two, so every scope question, upsell signal, and proposal draft writes itself.
✓ Syncs your Anchor services ✓ Drafts proposals in Anchor ✓ Flags scope creep early
See Ping with Anchor in action
A short walkthrough of how Ping syncs your service catalog and agreements from Anchor, then puts them to work.
Anchor integration
Your service catalog, wired into every conversation.
One API key connects Ping to Anchor. From there, your service templates and client agreements flow in, ready for Ping to check against the real client signals it captures.
Agreements matched to clients
One click and Ping matches as many agreements to Ping clients as it confidently can. Anything it isn't sure about stays in an unlinked list so you can clean up by hand.
Scope alignment, automatically
Ask "Is this in scope for [client]?" and Ping checks meeting transcripts and emails against the actual engagement letter. Scope creep gets caught before it eats your margin.
Proposals straight back into Anchor
"Draft a proposal for [client]." Ping picks the right template, populates it with services that match the conversation, and creates an editable draft inside Anchor with a link to review.
Meet Ping's
Revenue Intelligence
Every meeting and email is scanned for the moments that turn into revenue. Mentions of new entities, growth plans, new hires, expansion, services you offer but the client doesn't have yet, all surfaced before they slip past.
Cross-sell signals, matched to your Anchor catalog
When a client mentions bookkeeping, advisory, payroll, or a service in your catalog they aren't on, Ping flags it. The opportunity shows up in your dashboard with the exact moment from the call attached.
Scope creep alerts, before margin walks
A client keeps asking for work outside the engagement. Ping catches the pattern and surfaces it against the linked Anchor agreement, so a partner can have the pricing conversation early.
A pipeline of opportunities, ranked
Every revenue signal across the firm in one ranked view. Client, signal type, estimated value, last touch. Stop hoping opportunities make it from a partner's head to the firm's pipeline.
Meet Ping's
Client Intelligence
Every meeting and email builds a living profile of each client that your whole team can search.
An AI that knows your client
Meetings, emails, and calls flow into a single profile per client. The next person on an account walks in caught up, no forwarding chains required.
Ask anything, get an answer with citations
Did we agree to monthly close meetings? What did we promise on the last engagement? Ping pulls the answer with the source meeting or email attached.
Meeting Assistant
Ping joins your client meetings, captures everything, and turns it into structured notes, action items, and revenue signals automatically.
Always-ready meeting prep with zero effort
Ping surfaces the relevant agreement, the last conversation, and any open action items before any client meeting. You walk in prepared without scrolling back through email.
Structured notes and action items, synced
Every meeting turns into clean summaries, decisions, and follow-ups. Items sync into your project management tool, so nothing waits on someone's memory.
The offer
30 days of Ping, free, for Anchor firms.
Bring your Anchor account. We'll wire it up, sync your services, and link agreements to your client list in your onboarding session. You get 30 days to put it through the real test of your firm's work.
- Book onboarding. A 30 minute session with our team.
- Connect Anchor. One API key, services and agreements flow in.
- Run your week. Ping joins meetings, watches emails, and flags revenue and scope signals against your Anchor data.
Loved by teams everywhere
Hundreds of accounting firms trust Ping to run and scale.
"If you aren't using Ping Assistant you're missing out."
"I've said it before... I LOVE ALL THINGS PING"
"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!"
"Btw the slack integration is the chefs kiss."
"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."
"If you aren't using Ping Assistant you're missing out."
"I've said it before... I LOVE ALL THINGS PING"
"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!"
"Btw the slack integration is the chefs kiss."
"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."
"If you aren't using Ping Assistant you're missing out."
"I've said it before... I LOVE ALL THINGS PING"
"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!"
"Btw the slack integration is the chefs kiss."
"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."
"Sidebar, this morning I queried my Ping assistant about a very specific comment someone made on a zoom last week and it barfed it back up in seconds like my own personal court stenographer. Now that's a great use case!"
"Hey Camden, thanks for the note. To be candid, we're currently vetting Ping, Abacor, Granola, and Clickup on the meeting assistant front. Not kissing up, but Ping is currently the frontrunner. The responsiveness from Chad on the API and the momentum your team seems to have is great."
"Ping has exceeded my expectations and completely wowed me! In the last year, we have rolled out a new service offering in which we interview a company's accounting team, then we process document all of their tasks, make recommendations, and identify internal control risk areas. This morning, I asked Ping to review the initial meetings we had with the team, create an executive summary for the owners, and create a framework of focus areas based on the duties they told us they performed. Ping blew it out of the water and saved me hours of work! Not only did it give me what I asked for, but it also incorporated focus areas based on feedback we received from the owners via email and created a checklist for our next meetings. It was beautiful!"
"Over the years, I tried a number of different meeting recording tools, and most of them left me feeling underwhelmed. They were overly complicated, didn't do what I needed, or were simply too expensive. 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."
"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!"
"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."
"Sidebar, this morning I queried my Ping assistant about a very specific comment someone made on a zoom last week and it barfed it back up in seconds like my own personal court stenographer. Now that's a great use case!"
"Hey Camden, thanks for the note. To be candid, we're currently vetting Ping, Abacor, Granola, and Clickup on the meeting assistant front. Not kissing up, but Ping is currently the frontrunner. The responsiveness from Chad on the API and the momentum your team seems to have is great."
"Ping has exceeded my expectations and completely wowed me! In the last year, we have rolled out a new service offering in which we interview a company's accounting team, then we process document all of their tasks, make recommendations, and identify internal control risk areas. This morning, I asked Ping to review the initial meetings we had with the team, create an executive summary for the owners, and create a framework of focus areas based on the duties they told us they performed. Ping blew it out of the water and saved me hours of work! Not only did it give me what I asked for, but it also incorporated focus areas based on feedback we received from the owners via email and created a checklist for our next meetings. It was beautiful!"
"Over the years, I tried a number of different meeting recording tools, and most of them left me feeling underwhelmed. They were overly complicated, didn't do what I needed, or were simply too expensive. 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."
"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!"
"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."
"Sidebar, this morning I queried my Ping assistant about a very specific comment someone made on a zoom last week and it barfed it back up in seconds like my own personal court stenographer. Now that's a great use case!"
"Hey Camden, thanks for the note. To be candid, we're currently vetting Ping, Abacor, Granola, and Clickup on the meeting assistant front. Not kissing up, but Ping is currently the frontrunner. The responsiveness from Chad on the API and the momentum your team seems to have is great."
"Ping has exceeded my expectations and completely wowed me! In the last year, we have rolled out a new service offering in which we interview a company's accounting team, then we process document all of their tasks, make recommendations, and identify internal control risk areas. This morning, I asked Ping to review the initial meetings we had with the team, create an executive summary for the owners, and create a framework of focus areas based on the duties they told us they performed. Ping blew it out of the water and saved me hours of work! Not only did it give me what I asked for, but it also incorporated focus areas based on feedback we received from the owners via email and created a checklist for our next meetings. It was beautiful!"
"Over the years, I tried a number of different meeting recording tools, and most of them left me feeling underwhelmed. They were overly complicated, didn't do what I needed, or were simply too expensive. 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."
"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!"
"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."