Proposals that draft themselves from the conversation
Ping's agent turns what a client actually asked for into a scoped, priced proposal or engagement letter, written in your firm's voice and ready to review and send.
Agentic proposal creation
From the discovery call to a scoped, priced proposal, written for you.
Ping listens to what the client actually asked for, applies your firm's services and pricing, and drafts the whole thing in your voice. You just review and send.
Draft your first proposalLiving Robotics
Monthly advisory and clean-up, scoped from your call on Aug 20.
- Monthly bookkeeping and close
- Cash-flow forecasting and advisory
- Quarterly financial review
- Year-end clean-up of prior books
Drafted by Ping
Send proposal How it works
From conversation to signed engagement
Watch a proposal assemble itself, straight from the discovery call. Scoped, priced, and written in your voice, ready for a final look before it goes out.
"We'd want monthly books plus some cash-flow forecasting."
- Listening to the call
- Scoping the work
- Pricing from your packages
- Written in your voice
Living Robotics
- Monthly bookkeeping
- Monthly close & reconciliations
- Cash-flow forecasting
- Quarterly advisory review
Features
A real agent, not a blank template
From discovery call to draft proposal, automatically
Ping listens to the client conversation, identifies the work, and drafts a scoped proposal, so you're editing a strong first draft instead of starting from a blank page.
- Monthly bookkeeping and close
- Cash-flow forecasting
- Quarterly financial review
- Year-end clean-up Just added
Scoped and priced from your firm's playbook
The agent applies your services, packages, and pricing, so every proposal is consistent and on-strategy.
Written in your firm's voice
Proposals and engagement letters come out sounding like your firm, grounded in the real client relationship, not a generic template.
Thanks for the great conversation. Based on what we discussed, here's how we'd love to support the team month to month, plus a plan to get last year's books clean...
Review, tweak, and send
You stay in control. Ping does the heavy lifting; you approve the scope, adjust the price, and send.
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.
Proposal Creation FAQs
Proposals, scopes of work, and engagement letters, built from your client conversations and your firm's service catalog.
From the actual client conversation plus your firm's services and pricing, so the proposal reflects what was really discussed.
No. It's an agent that scopes the work from the conversation and drafts in your voice, then you review and refine.
Yes. Ping applies your firm's services and pricing so every proposal is on-strategy.
No. You review and approve before anything goes to the client.
Template tools give you a blank form to fill in. Ping's agent starts from the real conversation and drafts the whole thing for you.