A sync to Financial Cents
Ping turns action items into Financial Cents tasks and attaches summaries to the client record. Briefi has no Financial Cents connection, and your team keeps tasks where they are today.3
Advisor, head to head
Briefi vs Ping
Both turn client meetings into notes, a follow-up and action items for accounting firms. Ping is a meeting assistant with published low prices, capture with a bot or without one, an agenda built from the last meeting and a sync to Financial Cents. Briefi goes past the meeting: the engagement letter with its fee schedule, a register of every company, trust and super fund a family group controls, document requests and a client portal. If notes and task sync are what you need, Ping is a strong fit. If the meeting is one step in a client file, look at Briefi.
ReviewedLast reviewed 15 October 2026. Ping facts checked 15 October 2026
Choose Ping if
Choose Briefi if
- You want the engagement letter, with its fee schedule, signed and filed to the client group
- You keep a register of every entity a family group controls and the lodgements each owes
- You want document requests and a client portal on the same record as the meetings
At a glance
Briefi Advisor and Ping, side by side
What each does today. Every line about Ping links to the page it came from.
| Briefi AdvisorPlans from A$89 a month | Ping | |
|---|---|---|
| Capture | ||
| Bot joins the meeting | Briefi AdvisorYesOn Pro and up, for Zoom, Teams and Google Meet. The event needs a join link. | PingYesIts assistant joins Zoom, Teams and Google Meet, and you choose when1 |
| In-person capture without a bot | Briefi AdvisorYesBrowser recording, and a standalone recorder for face-to-face meetings | PingYesA desktop app records in-person meetings without a bot1 |
| Before and after the meeting | ||
| Agenda or brief before the meeting | Briefi AdvisorYesA brief generated before you meet; for a client’s compliance meeting it leads with what is still owed and what falls due | PingYesA one-click agenda from the last meeting’s open items, recent emails and client history1 |
| Follow-up and action items | Briefi AdvisorYesA follow-up drafted for you to check, sent from your own mailbox, and actions with an owner | PingYesA recap and follow-up email in your voice for review, with action items assigned and dated1 |
| Practice records and connections | ||
| Financial Cents | Briefi AdvisorNoBriefi has no Financial Cents connection. It pushes to HubSpot and six other CRMs on Pro and up. | PingYesAction items become tasks and summaries attach to the client record3 |
| Engagement letter with a fee schedule | Briefi AdvisorYesYou set the work, the entities and the fee; the fee schedule sits inside the signed copy | PingProposals in Anchor or IgnitionAsk Ping can draft a proposal in a connected Anchor or Ignition account, and your team sends it from there4 |
| Register of entities and lodgements | Briefi AdvisorYesCompanies, trusts, super funds and more, with the lodgements each owes. It never holds a tax file number. | PingNot described on their siteNot on the product page, and no page in their site map covers entities or lodgements15 |
Yes, todayPartly, or on another planNoNot stated
Ping centres on the meeting. Briefi Advisor adds the client file. A row appears only where Ping’s own pages say something we could check, so what Ping does beyond these pages is not shown here.
Where Ping wins
When Ping is the better choice
If any of these decides it for you, Ping is likely the better fit today.
A low published price for a notetaker
Ping lists two paid tiers and cheaper view-only seats for colleagues who only need to read. Compare its figures with Briefi’s price below before you decide.2
A tool made for accounting and bookkeeping firms
Ping describes itself as made for accountants and bookkeeping firms, and as AI built for advisory-focused accounting firms.1
An agenda from the last meeting’s open items
Ping builds an agenda in one click from open items, recent emails and client history. Briefi writes a brief before the meeting from the client’s record.1
A SOC 2 Type II report
Ping states SOC 2 Type II, audited by CPA auditors, with AES-256 encryption at rest and TLS 1.3 in transit.1
Where Briefi is different
The meeting is one step in the client file.
Briefi was built for practices that look after the same families and their entities for years. The notes are where a meeting ends, and what the client owes you is what comes next.
- The engagement letter, signed and filedSign
You set the work, the entities covered, the fee and the start date. A second signatory signs where one is needed, the fee schedule sits inside the signed copy, and it is filed to the client group.
- Every entity a family group controlsAdvisor
A register of companies, trusts and super funds, with the lodgements each owes and the dates they fall due. The register never holds a tax file number.
- Document requests the client answersAdvisor
The year’s records are requested from the client, who uploads them. Each step is dated from the lodgement date, so a return due on 15 May starts with the records request in late January.
- An optional client portalAdvisor
Clients see what they owe you, and upload it. The portal is off until you turn it on for the workspace.
The entity register and accounting forms use Australian terms (ABN, ACN, activity statements, the ASIC annual review), so today they are built for Australian practices. Written output is in English only.
Pricing
Pricing compared
Briefi charges a monthly plan price, with the seats and allowances each plan includes set out on the pricing page. Ping lists a price for each user. Its figures are as shown on its pricing page on the date given, the page names no currency, and we could not confirm which billing option the figures belong to; check it before you decide.
Advisor Solo
From A$89 a month
- 100 form requests per user each month
- 10 capture hours each month
- Monthly or annual billing
Figures from Briefi’s live price list
Ping
From $28 a month for each user, as shown on their pricing page
- Best Note Taker: $28 for each user a month, shown beside a struck-through $35
- Pro: $40 for each user a month, shown beside a struck-through $50
- Scaling: custom
- View-only seats: $10 on Best Note Taker and Pro, $20 on Scaling
- Their page offers a “Save 20%” toggle between annual and monthly billing
- Their product page offers a free 14-day trial with no card. Their pricing page does not name a currency.
Briefi prices are in AUD and are read from the same price list as the pricing page, so they change when it does.
Questions
Briefi and Ping, asked often
Do Briefi and Ping do the same things?
They overlap on the meeting work: capture with a bot or without one, a brief or agenda beforehand, and a follow-up with action items. Briefi adds the engagement letter, the entity register, document requests and a client portal. Ping adds a sync to Financial Cents.
Does Briefi connect to Financial Cents?
No. Briefi connects to GoHighLevel, HubSpot, Monday, Pipedrive, Close, Copper and ActiveCampaign. If Financial Cents is where your practice runs its work, Ping lists a sync for it.
What goes in the engagement letter?
You fill in the work, the entities covered, the fee and the start date, and a second signatory signs where one is needed. The fee schedule sits inside the signed copy, and each person signs for themselves. The signed copy is filed to the client group.
Does the entity register hold tax file numbers?
No. The register holds the type, legal name, ABN, trustee, GST, year end and software, and never a tax file number.
Where is my clients’ data stored?
Stored in Sydney. Some processing uses providers overseas. Sensitive content is encrypted with a key held for your workspace. The Security page lists the providers and where they are.
Can we run both while we switch?
Yes. Nothing in Briefi stops you keeping Ping for existing meetings while you set up Briefi for new clients.
Try it
Take one family group through a meeting, a letter and a signed copy.
Start free trial Advisor Solo from A$89 a month
Sources and review
Last reviewed 15 October 2026. Facts about Ping come from its own published pages on the dates shown. Each product named here is a trademark of its owner, and Briefi is not affiliated with them.
Seen something out of date? Write to support@briefi.sh and we will check it.
- 1Ping, best note taker. https://www.pingassistant.com/product/best-note-taker Checked 15 October 2026.
- 2Ping, pricing. https://www.pingassistant.com/pricing Checked 15 October 2026.
- 3Ping, Financial Cents. https://www.pingassistant.com/financial-cents Checked 15 October 2026.
- 4Ping, help centre: proposals in Anchor or Ignition. https://www.pingassistant.com/help-center/ask-ping/create-proposals-in-anchor-or-ignition Checked 15 October 2026.
- 5Ping, site map. https://www.pingassistant.com/sitemap.xml Checked 15 October 2026.
Briefi’s own pages
- B1briefi.sh/advisor. https://briefi.sh/advisor
- B2briefi.sh/for/accountants. https://briefi.sh/for/accountants
- B3briefi.sh/security. https://briefi.sh/security