Product Features
From generative UI to Accounting APIs access Sonny9 can integrated and execute its job in a variety of scenarios. To see how it works by yourself - feel free to reach out and chat with the founders.
Email to Checklist
Send an email with a request and Sonny9 will automatically create a checklist and prepare the upload portal for your client with ready-made checks to help upload information faster.
Real Time Validation
When the client uploads the documents, Sonny9 validates them in real time. This way your clients receive immediate feedback and can fix any errors uploading any missing documents.
Generating Questions
After reading the documents Sonny9 can generate a list of questions based on the client description or profile in QuickBooks to get relevant answers. If there are invoices or any additional documents provided, Sonny9 will provide a draft answers to the client to save time.
And also...
Personalization per client
Provide Sonny9 with client details or sync them from QuickBooks profile for instant personalization. No need to create any IF-THEN rules, Sonny9 will figure out what to do and how to categorize based on simple description.
Match the Data Sources
Sonny9 will automatically match receipts, bills, invoices and contrato bank transactions, provide the list of open invoices from Bill.com or QuickBooks providing a full picture of your client's AR/AP.
Email Only Requests
You might already have everything set up and don't want to change your workflow. Just forward your request or the client's responses to Sonny9's email and receive back the analysis, the list of questions and the extracted transactions.
Reports and Analysis
Sonny9 can analyze P&L statements, and generate summaries, forecasts, walkthrough descriptions, and preliminary reports to allow you 10x your bandwidth and focus on your client's relationships.
Development APIs
All features above are available as APIs and modules in Power Automate and Zapier. Get in touch with our DevRel team: