Ping surfaces upsell and cross-sell signals across every client, every team, every advisor.
The pattern we see across firms is consistent. Five to ten percent of existing clients are signaling for additional work in conversations that already happened. A mention of a new entity. A growth plan. A hire. A worry about cash flow.
The advisor on the call notices, files it mentally, and moves to the next meeting. The rest of the firm never hears. By the time anyone follows up, the moment has passed.
That signal is the revenue Ping finds. Not new prospects. The firm you already have.
Ping turns every client conversation into structured data your firm can act on.
Surfaces upsell and cross-sell signals from every client interaction. Flags growth mentions, life events, business changes, and unmet needs across the firm.
A living memory of every client relationship. Every meeting, email, and interaction in one searchable place. The next person on an account walks in caught up.
Leadership visibility across every client, team member, and opportunity. A real view of where each relationship stands and where revenue is at risk, without calling another partner meeting about it.
A tax client mentions on a quarterly call that they're hiring a marketer for Q4. Big push next year, planning to grow.
Without Ping, the tax advisor notes it, moves on, and CAS never hears. The bookkeeping question that should have come back to your firm goes somewhere else. Six months later, the client has onboarded their own bookkeeper. An $8k to $15k advisory engagement walked.
With Ping, that mention is flagged in the moment. The CAS lead sees it in the firm dashboard the same day. Outreach happens before the client starts shopping. The engagement stays in the firm.
Most platforms hand the partner a login and a learning curve. The Firm Intelligence dashboard is built for the questions you're already asking: where is revenue at risk, who's overcommitted, which accounts haven't been touched in 60 days.
A short walkthrough of how Ping captures, organizes, and surfaces what matters.
Practice management, meetings, calendar, email, collaboration. No new system of record.
Karbon, Financial Cents, Double, Anchor
Zoom, Microsoft Teams, Google Meet
Google Calendar, Outlook Calendar, Gmail, Outlook
Slack, Asana, HubSpot, Dialpad, RingCentral
Mid-sized firms have real procurement processes. Here's what we hand to your CFO and IT lead before the demo.
Independent audit of our security, availability, and confidentiality controls. Documentation available on request.
All source documents, PII, and personal communications data are encrypted using AES-256 and modern TLS.
We authenticate to Google Workspace, Microsoft 365, Zoom, and your practice management tools through OAuth. We never store passwords.
Your meeting data is used only for you. No audio, transcript, or email content is used to train shared or public AI models. Google Workspace and Microsoft 365 user data is never used to build, tune, or refine AI outside your account.
Delete a single meeting or your full history at any time. Revoke integration access and we immediately stop syncing. On account deletion, we erase your data unless we are legally required to retain it.
Aligned with CCPA, CPRA, FTC Act, and GDPR principles. Access, deletion, correction, and limit-use rights for every customer. Full detail in our privacy policy.
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."
Ping is SOC 2 compliant. Client data is encrypted in transit and at rest using AES-256. Authentication runs through OAuth, so we never store login credentials. Your firm's data is siloed and is never used to train shared or public AI models. You can delete individual meetings or your full history at any time, and revoking integration access immediately stops syncing.
Meeting summaries, transcripts, and notes stay until you delete them or close your account. You can delete on a per-meeting basis or wipe full history. On account deletion, we erase your data unless we are legally required to retain it for a limited time.
Ping integrates with Karbon, Financial Cents, Double, and Anchor for tasks, deadlines, and client records. Notes and action items flow into the system of record so the team is not double-entering. We also integrate with Zoom, Microsoft Teams, Google Meet, Gmail, Outlook, Google Calendar, Outlook Calendar, Slack, Asana, and HubSpot.
Most firms in this range run a guided pilot with one or two practice areas first, then expand. The Client Intelligence and Firm Intelligence tiers include guided onboarding, dedicated support, and help configuring workflows for your firm. We can walk through it in the demo.
Leadership can access firm-wide client memory to see relationship history across the whole team, while individual advisors have the tools they need for their book of business. Knowledge is centralized in Ping, not in individual inboxes, so context stays with the firm if an advisor leaves.
Ping is built for professional services. It recognizes common tax codes, accounting standards, and financial terminology, so client memory is technically sound and not generic-AI mush.
Book a 30-minute walkthrough with our team. Bring your CFO and IT lead if you want to.