Ping Assistant

Ping Assistant is an AI meeting and call assistant for solo, small, and mid-sized accounting firms that joins meetings on Zoom, Google Meet, Microsoft Teams, and GoTo Meeting, transcribes phone calls via Dialpad and RingCentral, takes accounting-specific notes, 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 four tiers and they correspond to four different value props. Best Note Taker ($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.

Pro ($40 per user per month annual, $50 monthly) adds AI email categorization, AI reply drafts written in your voice from previous client context, a smart reply library, and an onboarding session. Scaling ($72 per user per month annual, $90 monthly) is the higher-value tier and where Client Intelligence lives: per-client memory across meetings, emails, and systems, upsell and cross-sell detection, new advisory service recommendations, client health scoring with churn alerts, custom AI workflows, real-time meeting coach, and dedicated support. Lite seats on Scaling are $20 per month. Enterprise is quoted directly.

Client Intelligence is the part that separates Ping from a generic notetaker. Rather than filing each meeting on its own, it assembles every touchpoint a firm has with a client into one picture, then reads that picture commercially: work the client is already asking for that sits outside the current scope, cross-sell openings raised in passing, and accounts drifting toward churn. For an advisory firm, that turns the meeting record into a revenue pipeline rather than an archive.

Practice management integrations cover Karbon, Financial Cents, Double (formerly Keeper), Anchor, and Ignition. Calendar covers Google and Outlook. Email covers Gmail and Outlook. CRM covers HubSpot, Salesforce, and Zoho. Project management covers Asana, Monday.com, ClickUp, and Teamwork. Team chat covers Slack and Microsoft Teams. ChatGPT and Claude connect directly, so a firm can query its own client record from the assistant it already uses. 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 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 records, Ping is the strongest fit of the three.

A free trial is offered.