AI workflows for accounting firms
Turn what's said in meetings and emails into action automatically, from tasks and reminders to record updates, with templates that scale your best practices.
- Create action items in your PM tool
- Draft the follow-up email in your voice
- Update the client record
- Notify the engagement team
Ping + Claude
Bring Ping into your Claude workflows
Ping runs an MCP server, so Claude (or any MCP client) can pull your meetings, emails, and client history directly. Drop it into a workflow you already use and Claude answers with the full context from Ping.
MCP server - Meetings
- Emails
- Client history
- Action items
Trigger actions from meetings and emails
Ping listens for key phrases and topics across your conversations and automatically kicks off the next step, creating tasks, updating records, or notifying your team.
- Listens for key phrases and topics
- Creates tasks and updates records on its own
- Notifies the right person the moment it happens
Hi team, a quick reminder that Q3 documents are due Friday. Here's the checklist of what's still outstanding so nothing holds up the close...
Automate repetitive tasks in seconds
Build custom workflows that handle the busywork automatically, from sending deadline reminders to routing client requests to the right team member without lifting a finger.
- Deadline reminders send themselves
- Client requests routed to the right person
- No code, built in minutes
Templates that scale your best practices
Turn your firm's proven processes into reusable workflow templates that any team member can run, ensuring consistency and quality as your firm grows.
- Turn proven processes into reusable workflows
- Anyone on the team can run them
- Consistent quality as your firm grows
- Monthly close checklist Runs on the 1st, every month
- New client onboarding Kickoff to first deliverable
- Tax deadline reminders IRS and state dates, covered
Built to the standards firms are held to
Your clients trust you with their most sensitive information. Ping protects every note, transcript, and account with verified third-party controls.
SOC 2 Type II
Independently audited controls for security, availability, and confidentiality by accredited CPA auditors.
Industry-standard encryption
Protected at every step with AES-256 encryption at rest and TLS 1.3 across all network traffic.
Never used for training
Your clients' information is yours alone. We never sell, retain, or use your data to train AI models.
Ping is one platform for the whole firm.
Explore everything Ping doesAI Workflows FAQs
Workflows can create tasks, send reminders, update your CRM and practice management tools, and notify your team, all triggered by what happens in meetings.
Yes. Ping pushes updates into the systems your firm already runs on, so records stay current without manual entry.
Yes. Ping has an MCP server, so you can plug your client context and meeting data straight into Claude, OpenAI, or your own tools and build whatever your firm needs on top of it.
Yes. They can notify your team and nudge clients on schedule.
Yes. You can pause or edit any workflow at any time.