Step-by-step guide to build a Prospect Brief
Know what matters about your prospect before they even walk through the door (feel free to replace door with Zoom room.)
What is Ping Assistant?
Ping is an AI tool built for advisory-focused accounting firms.
Utilizing Client Intelligence—a living memory of every client meeting, email, and document—to automate admin work around client interactions.
Client assistant
Using Client Context, respond to clients quicker, solve client problems quicker, and automate administrative work
Email drafting
Stop writing the first draft. Using the Client Context, Ping can draft emails to clients for you to quickly review.
Search your data with AI
Ping can query across multiple meetings and data sources to pull relevant information at your request.
Accounting-focused notetaker
Built only for accountants, Ping captures notes and action items automatically from meetings.
Employee enablement
Don’t let training employees stop you from scaling. Ping captures all Client Context, so you can easily transfer knowledge and never lose it.
Client assistant
Using Client Context, respond to clients quicker, solve client problems quicker, and automate administrative work
Search your data with AI
Ping can query across multiple meetings and data sources to pull relevant information at your request.
Looking for a specific feature?
Accounting-focused notetaker
Built only for accountants, Ping captures notes and action items automatically from meetings.
Client assistant
An AI with full context of the client, capable of doing admin tasks for you so you can focus on being an advisor.
Employee enablement
Don’t let training employees stop you from scaling. Ping captures all Client Context, so you can easily transfer knowledge and never lose it.
Email drafting
Stop writing the first draft. Using the Client Context, Ping can draft emails to clients for you to quickly review.
Accountants love us
Accountants love us
We help implement AI in your firm.
Implement AI in your firm.
Here's an example of what could happen
90+ hrs
90+ hrs
of partner time saved
$45,000
$45,000
of value saved
of value saved
What’s the deal with AI in accounting?
We’ve never been more bullish on advisory in accounting.
The client relationship is everything. AI’s capabilities will continue to grow, but people will still want a human expert. We’re building Ping to strengthen the client relationship, not replace it.
Implement AI in your firm.
Here's an example of what could happen
90+ hrs
of partner time saved
$45,000
of value saved
Simple pricing plans
Enjoy the power of the best AI modelson a single platform
Monthly
Annual
Meeting Assistant
Turn conversations into action items.
$35
per month per user
Unlimited Lite seats ($10/mo each)
AI Meeting Notes
Accounting Integrations
Action Item Extraction & Assignment
AI Chat Across Meetings
AI Follow-Up Email Drafts
Virtual Assistant
From meeting notes to drafted replies.
$50
per month per user
Everything in Meeting Assistant
Unlimited Lite seats ($10/mo each)
AI Email Categorization
Drafts replies in your voice
Smart Reply Library
Onboarding session with a specialist
Most Popular
Client Intelligence
An AI brain that knows every client.
$90
per month per user
Everything in Virtual Assistant
Unlimited Lite seats ($20/mo each)
Client Memory
Custom AI Workflows
Real-Time Meeting Coach
Dedicated support
Client Health Scoring
Guided Onboarding & Setup
Monthly
Annual
Meeting Assistant
For solo accountants just getting started.
$35
per month per user
Unlimited Lite seats ($10/mo each)
AI Meeting Notes
Accounting Integrations
Action Item Extraction & Assignment
AI Chat Across Meetings
AI Follow-Up Email Drafts
Virtual Assistant
From meeting notes to drafted replies.
$50
per month per user
Everything in Meeting Assistant
Unlimited Lite seats ($10/mo each)
AI Email Categorization
Drafts replies in your voice
Smart Reply Library
Onboarding session with a specialist
Most Popular
Client Intelligence
Custom solutions for large organizations
$90
per month per user
Everything in Virtual Assistant
Unlimited Lite seats ($20/mo each)
Client Memory
Custom AI Workflows
Real-Time Meeting Coach
Dedicated support
Client Health Scoring
Guided Onboarding & Setup
Monthly
Annual
Meeting Assistant
For solo accountants just getting started.
$35
per month per user
Unlimited Lite seats ($10/mo each)
AI Meeting Notes
Accounting Integrations
Action Item Extraction & Assignment
AI Chat Across Meetings
AI Follow-Up Email Drafts
Virtual Assistant
From meeting notes to drafted replies.
$50
per month per user
Everything in Meeting Assistant
Unlimited Lite seats ($10/mo each)
AI Email Categorization
Drafts replies in your voice
Smart Reply Library
Onboarding session with a specialist
Most Popular
Client Intelligence
Custom solutions for large organizations
$90
per month per user
Everything in Virtual Assistant
Unlimited Lite seats ($20/mo each)
Client Memory
Custom AI Workflows
Real-Time Meeting Coach
Dedicated support
Client Health Scoring
Guided Onboarding & Setup
Frequently Asked Questions
Which plan should I choose?
Can I switch plans later?
Is there a long-term contract?
Do you offer volume discounts?
How does the free trial work?
Are there usage limits?
Will my clients be okay with Ping?
Is AI secure?
Start Growing with Ping
Ping is the collaborative AI assistant for accounting firms. Automate client follow-ups, organize files, and simplify workflows so your team can focus on high-value work.
Start Growing with Ping
Ping is the collaborative AI assistant for accounting firms. Automate client follow-ups, organize files, and simplify workflows so your team can focus on high-value work.
Start Growing with Ping
Ping is the collaborative AI assistant for accounting firms. Automate client follow-ups, organize files, and simplify workflows so your team can focus on high-value work.
Ping Assistant
Ping Assistant
Ping Assistant
AI built for advisory-focused accounting firms.
Ping Assistant. All right reserved. © 2025
Made in the USA, specifically Utah ⛰️
AI built for advisory-focused accounting firms.
Ping Assistant. All right reserved. © 2025
Made in the USA, specifically Utah ⛰️
AI built for advisory-focused accounting firms.
Ping Assistant. All right reserved. © 2025
Made in the USA, specifically Utah ⛰️