Ping
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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. It utilizes Client Intelligence, a living memory of every client meeting, email, and document, to automate admin work around client interactions.

Try it out for free

Everything you need in one platform

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.

Actionable client insights

Ping Assistant turns activity into living client profiles with organized notes, trend highlights, and recommended next steps.

We help implement AI in your firm

90+ hrs of partner time saved
$45,000 of value saved

Frequently asked questions

Free Trial is perfect if you're just starting out and want to test Ping's capabilities. Core is our recommended plan for solo accountants and small teams with regular client meetings, it gives you unlimited AI outputs and all the essential features. Enterprise is for large organizations that need custom solutions, dedicated support, and advanced integrations.
Yep, you can upgrade or downgrade anytime. Changes take effect at the end of your billing cycle.
Nope. Month-to-month with no commitment. Go annual and get 20% off.
Absolutely. Have 20+ users? Let's talk custom pricing.
You get 14 days on the Core plan, no credit card needed. After that, you can still view old meetings, but you'll need a plan to capture new ones.
Free Trial has no usage limits and gives you 14 days to test drive Ping. Core and Enterprise plans include unlimited AI outputs and meeting recordings.
Yes. Ping is designed to be invisible to your clients. It joins meetings quietly, captures context, and helps you follow up faster, your clients just see better service.
Yes, built with security and compliance from the ground up. Check out our security page for details.

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.

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