Minimize Time Spent on Chasing Information

Sonny9 is an AI teammate that helps accounting, auditing and tax teams collect and validate documents, and ask follow-up questions in real-time to maximize profitability per client.

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ELEVATE CUSTOMER EXPERIENCE

Delight your clients with an efficient data collection experience that respects their time.

Minimize repetitive tasks

Minimize mundane repetitive actions like double checking each document and be notified proactively of each step.

unlock new opportunities

Receive notifications about new insights and consulting opportunities from the customer data.

INTEGRATED WITH:

Sonny9 automatically generates checklists

Provide 10-star Customer Experience

Put Sonny9 into the CC of your emails and it will automatically generate the required checklist, validate each document, and ask immediate follow-up questions based on the uploaded documents.

Minimize Back and Forth Messages

Sonny9 will automatically check all the required documents against your checklist, flag missing or erroneous files and proactively ask your clients clarifying questions in real time.

Sonny9 automatically tracks the progress

Get Prepared Data For Further Analysis

Automatically extract data from documents into CSV, and match it with invoices and bills, updating QuickBooks with all provided answers from your clients.

Unlock New Opportunities

Sonny9 will automatically analyze documents and answers and provide you with tips and opportunities for high-level consulting services like CFO or tax auditing based on customer information.

Work Over Email Only

Have all the portals and things set up? Just send Sonny9 any email telling what to do and it will executed. Forward client responses for analysis, start onboarding checks, execute data migration and prepare summaries for meetings.

What Our Clients Say

''Sonny9 has been a game-changer for my business. It has helped me manage my paperwork and administrative tasks efficiently, freeing up my time to focus on my core business activities.''

Deena Levies,Mission Bay

''Sonny9 has made my life so much easier. It has helped me automate my back-office tasks and has saved me a lot of time and effort.''

Tom Smithenson, Parkmerced

''I highly recommend Sonny9 to all Small Business Owners. It has helped me streamline my business processes and has increased my productivity.''

Tilly Green,Hayes Valley

Delight Your Clients and
Minimize Useless Work

Reduce stress and elevate your practice to the next level with the help of AI.