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:
