AI Front Office for accounting firms
Sonny9 is an AI agent that helps accounting firms onboard new clients, process last-minute submissions, and collect information and documents saving up to 4hr per month per client.
Accounting Teams Suffer From Overload and Stress
Last-minute Document Submission
Occurs when clients delay sending necessary documents until just before deadlines, such as tax filing dates or financial reporting periods.
Non-responsive
Clients
Communicating with clients is one of the most pressing issues that can impact client relationship.
Dealing with Disorganized
Records
"My cousin does my bookkeeping" is that kind of story. Dealing with 24-36 months of such mess can be soul-crushing.
Introducing Sonny9,
your AI front office
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ONBOARDING
Let your AI agent handle client onboarding collecting information from various sources.
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MONTHLY INTAKE
Just put AI Agent into CC of any request and it will prepare the portal, checklist and help your client provide required information.
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REAL-TIME Q&A
Let AI validate documents and ask follow up questions in real-time to help clients save time
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ANALYSIS
Sonny9 does pre-liminary analysis , draft reports and updates your systems of record to help teams focus on meaningful work.
4hr
Time saved / client / month
3 min
Average Analysis Time
2x
team bandwidth increase
10 min
Time to process 24 month of data
INTEGRATED WITH:
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Do I need to create the checklists beforehand?Absolutely, not! Sonny9 is smart enough to read your email and generate a checklist. Forget all these endless templates!
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Do I need to create a web portal where clients upload data?Nope! Sonny9 generates a portal and a secure link per your customer automatically. They just need to click on that link and their upload page is already prepared just for them. No need for accounts, passwords and remembering the URLs!
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Are you integrated with QuickBooks?Yes, we are!
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How is the data secured?We are using an Amazon Secure storage where all the files are encrypted all the time. Amazon is know for its best in class security features - feel free to read details about it here. If you requires a SOC2 or HIPAA certification, get in touch with us - we'll provide our timeline for receiving above certifications.
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Do you provide an API?Yes, Sonny9 is available as an API and you can integrate features like Text to checklist, validation, Q&A generation, P&L analysis and many other things to your product and workflows.
