Ping Assistant
AI meeting and intelligence assistant built for advisory accounting firms.
Overview
Ping Assistant is an AI assistant built specifically for accounting and advisory firms. It joins meetings on Zoom, Google Meet, and Microsoft Teams, transcribes phone calls via Dialpad and OpenPhone (through the Quo connector), drafts follow-up emails, and pushes structured notes and action items into the firm's practice management system. SOC 2 compliant. Data is siloed and not used to train public AI models.
The product comes in three tiers and they correspond to three different value props. Meeting Assistant ($28 per user per month annual, $35 monthly) is the notetaker layer: unlimited AI meeting notes, accounting integrations, action item extraction, AI chat across meetings, and AI follow-up email drafts. Lite seats for support staff are $10 per month.
Virtual Assistant ($40 per user per month annual, $50 monthly) adds AI email categorisation, AI reply drafts in your voice, smart reply library, and an onboarding session. Client Intelligence ($72 per user per month annual, $90 monthly) is the higher-value tier: per-client memory across meetings, emails, and systems, custom AI workflows, real-time meeting coach, dedicated support, and client health scoring.
Practice management integrations cover Karbon, Financial Cents, Double (formerly Keeper), and Anchor. Calendar covers Google and Outlook. Email covers Gmail and Outlook. CRM covers HubSpot and Zoho. Project management covers Asana, Monday.com, and ClickUp. Team chat covers Slack and Microsoft Teams. Notable absences against the directory's PM coverage: Canopy, TaxDome, and Jetpack Workflow integrations are not publicly listed.
VoIP integration matters here. RingCentral, Dialpad, and OpenPhone (via Quo) are supported, which is rare among accountant-specific meeting assistants. Vinyl and Abacor do not publicly integrate with VoIP. If a firm wants client phone calls treated like meetings rather than separate artefacts, Ping is the strongest fit of the three.
Headquartered in Draper, UT. Founded by Camden Bean (ex-Divvy, ex-Tandem) and Chad Holmes (ex-UKG, ex-Pattern). Bootstrapped or undisclosed funding per Tracxn as of February 2026. Free trial is offered. No free tier. No public affiliate program.
Key facts
- Starting price
- $28 per month
- Pricing model
- per user
- Free trial
- Yes
- Free tier
- No
- Deployment
- cloud
- Geography
- US, UK, AU, CA, global
- Works with
- karbon, financial-cents, ringcentral, dialpad, hubspot, slack, microsoft-teams, zoom, google-meet, gmail, outlook, asana, clickup
- Last verified
- 2026-05-04
Fit
Who fits
- Advisory or CAS firms running five or more client meetings a week on Zoom, Google Meet, or Microsoft Teams.
- US firms standardised on Dialpad, RingCentral, or OpenPhone wanting phone calls transcribed alongside meetings.
- Partners wanting per-client memory searchable across emails, meetings, and notes (Client Intelligence tier).
Who does not
- Firms on Canopy, TaxDome, or Jetpack Workflow as the primary practice-management system. No integrations yet.
- Compliance-only firms with low meeting load. A generic notetaker like Otter or Fireflies is cheaper.
- Budget buyers under $25 per user per month. Ping starts at $28 per user on annual billing.
Pricing
| Tier | Price | Billing | Features |
|---|---|---|---|
| Meeting Assistant | $28 | per user per month, billed annually ($35 monthly) | Unlimited AI meeting notes, accounting integrations, action item extraction, AI chat across meetings, AI follow-up email drafts. Lite seats for support staff at $10 per month. |
| Virtual Assistant | $40 | per user per month, billed annually ($50 monthly) | Everything in Meeting Assistant plus AI email categorisation, AI reply drafts in your voice, smart reply library, onboarding session. |
| Client Intelligence | $72 | per user per month, billed annually ($90 monthly) | Everything in Virtual Assistant plus per-client memory, custom AI workflows, real-time meeting coach, dedicated support, client health scoring. |
More in this category
Abacor
Engagement
AI assistant purpose-built for accounting firms, by accountants.
Chaser
Engagement
Accounts receivable automation and cash flow forecasting for firms and their clients.
Content Snare
Engagement
Collect documents and information from clients without the email chase.
Last verified 2026-05-04. Pricing and features come from vendor-published specs. See our methodology.