Sonny9

What is Sonny9?

Sonny9 is an AI agent designed to assist accounting firms by streamlining processes such as onboarding new clients, handling last-minute document submissions, and collecting information and documents. It can save up to 4 hours per month per client by automating tasks like client onboarding, preparing portals and checklists, validating documents, and generating reports. Sonny9 aims to improve customer service, minimize repetitive tasks, and enhance productivity for accounting teams. It offers features like email integration, real-time document alignment checks, data extraction into CSV format, and direct integration with QuickBooks. Additionally, Sonny9 provides insights from customer data for potential new business opportunities and offers high-level consulting service suggestions based on the analyzed information.

Who created Sonny9?

"Sonny9" was created by a team of developers, and the AI agent was launched on March 26, 2024. It was designed to assist accounting teams in client onboarding, document processing, and information collection, saving up to 4 hours per month per client. Sonny9 streamlines data collection by generating checklists, validating documents, and asking follow-up questions. The company behind Sonny9 offers different pricing plans - Light, Medium, and Enterprise, each with various features catering to different needs.

What is Sonny9 used for?

• Streamlining data collection process by managing customer information and document gathering
• Reducing repetitive tasks and minimizing unnecessary communications through checklists, document validation, and follow-up questions
• Incorporating into emails by cc'ing on correspondence to generate checklists and ask immediate follow-up questions
• Ensuring all required documents align with user's checklist by automatically checking uploaded documents
• Flagging missing or incorrectly submitted files for immediate correction through real-time client clarifications
• Automatically analyzing client information for insights and potential consulting service recommendations
• Saving time for accounting firms by onboarding new clients, processing submissions, and collecting information and documents
• Delighting clients and minimizing unproductive work by reducing stress and elevating practice level with AI assistance
• Offering a comprehensive report with all client responses as a one-stop solution for customer data
• Providing real-time alerts for missing files, document validation, and high-level consulting service opportunities

Who is Sonny9 for?

• Certified Public Accountants (CPAs)
• Tax preparers
• Auditors

How to use Sonny9?

To effectively utilize Sonny9, follow these steps:

1. Client Onboarding: Let Sonny9 handle client onboarding by collecting information from various sources.

2. Monthly Intake: Simply include Sonny9 in the email correspondence by cc'ing it. It will automatically prepare portals, checklists, and assist clients in providing necessary information.

3. Real-time Q&A: Sonny9 validates documents and asks real-time follow-up questions, aiding clients in a prompt manner.

4. Analysis: The AI agent conducts preliminary analysis, drafts reports, and updates your systems for efficient processing, enabling your team to focus on significant tasks.

5. Data Extraction: Sonny9 automatically extracts information from documents in various formats, including CSV, facilitating further analysis.

6. Direct Integration with QuickBooks: It seamlessly integrates with QuickBooks, enabling direct use of extracted data.

7. Enhanced Customer Experience: Sonny9 offers features like automatic checklist generation, validation, and real-time follow-ups, reducing mundane tasks and ensuring a smooth data collection process.

8. Business Opportunities: Through document analysis, Sonny9 uncovers opportunities for high-level consulting services, aiding in maximizing profitability per client.

9. Client Relationship Improvement: By minimizing back-and-forth communications, flagging missing files, and providing real-time clarifications, Sonny9 enhances customer service and reduces stress for accountants.

10. Productivity Boost: Sonny9 saves time by automating tasks, resulting in significant time savings per client and increased team bandwidth.

By following these steps, Sonny9 revolutionizes the data collection process, streamlining workflows, and enhancing client satisfaction and business efficiency.