Professional plans for
modern advisory teams.

We understand the sensitivity of accounting data. Ping Assistant is SOC2 compliant, and we never use your firm's proprietary data or client conversations to train public AI models. Your data remains siloed and encrypted.

Choosing the right plan depends on how much of the administrative burden you want to automate:

• Best Note Taker ($28/mo): Perfect for the individual advisor who wants to stop taking manual notes and ensure every action item is captured.
• Pro ($40/mo): Great for active advisors. It adds the Email Assistant, allowing you to clear your inbox with drafts written in your own voice.
• Scaling (custom pricing): Our most popular choice. Designed for firm leadership and growing teams. This unlocks Client Intelligence, Client Health Scoring, and Custom Workflows, the tools that turn individual notes into firm-wide intelligence and oversight. Pricing is tailored to your firm, so talk to us for a quote.

Lite seats (starting at $10/mo) are perfect for support staff or junior team members who don't lead their own meetings but need access to the AI-generated notes, action items, client history, and client memory to support your work.

Unlike general AI, Ping is optimized for professional services. It recognizes common tax codes, accounting standards, and financial terminology, ensuring your "Client Intelligence" is technically sound.

This is the power of "Smarter Oversight." Leadership can access a firm-wide "Client Intelligence" to see relationship history across the whole team, while individual advisors have the tools they need for their specific book of business.

Yes. While our standard rates are shown for monthly flexibility, switching to Annual billing (using the toggle at the top of the pricing section) will provide a significant discount on your per-user cost.

We don't believe in "counting minutes" when you're trying to run a firm.

• Meetings: All plans include unlimited AI meeting notes and action item extraction. Whether you have 5 meetings a week or 50, Ping stays in the room with you.
• Emails: The Pro and Scaling plans offer unlimited email categorization and drafting.
• Storage: Your "Client Intelligence" grows with your firm. There are no caps on the amount of historical client context or meeting transcripts we store for you.

Note: To ensure system stability for everyone, we maintain standard fair-use policies, but these are designed to never interfere with a normal professional workload.

This is where Smarter Oversight comes in. By using Client Intelligence on our top plan, all meeting notes, email history, and "Client Health" context stay with the firm. A new advisor can step in and understand a 5-year relationship in minutes, rather than digging through old threads.

You can complete your personal setup in under 90 seconds by simply syncing your calendar and email. For larger teams, it takes just 8 minutes to configure your organization's settings and centralize your firm's intelligence.