Ping Assistant

Ping Assistant is your smart sidekick designed for accounting and advisory firms, capturing every client meeting and email to automatically create notes, action items, and follow-up messages. It frees you from boring admin tasks by organizing everything in one place, so you can focus on helping clients grow their businesses. Built specifically for advisors who juggle lots of conversations, Ping gives you real-time insights and saves hours every week with simple, seamless automation.

Key Features

• AI-generated notes and action items from every client meeting, ready in seconds.
• Smart email assistant that sorts messages, drafts replies in your style, and tags what needs action.
• Client memory that remembers past talks, emails, and details for perfect meeting prep.
• Revenue finder spots upsell chances and alerts you to at-risk clients across your team.

Use Cases

• Record client advisory sessions to get instant summaries and tasks that sync to your workflow tools.
• Handle busy inboxes by auto-drafting responses using full conversation history.
• Spot hidden revenue opportunities from all firm interactions to grow your services.