Sonny9

What is Sonny9?

Sonny9 is an AI front office solution tailored for accounting firms. It assists in onboarding new clients, processing last-minute submissions, and collecting information and documents, ultimately saving up to 4 hours per month per client. Sonny9 streamlines the data collection process by managing customer information and document gathering, reducing repetitive tasks, and minimizing unnecessary communications. Users can easily incorporate Sonny9 into their emails by cc'ing it on their correspondence, where it automatically generates checklists, validates documents, and asks follow-up questions based on the uploaded documents. The system ensures all required documents align with the user's checklist by checking the uploaded documents against requirements, proactively communicating with clients for clarifications in real-time, thus ensuring a smooth data collection process. It also offers features like automatic checklist generation, document validation, and real-time follow-ups to enhance customer experience and streamline operations.

Who created Sonny9?

Sonny9 was created by an individual named Sebastian. It was launched on March 26, 2024. Sebastian is the founder of Sonny9, which is an AI front office designed to assist accounting firms with tasks such as onboarding new clients, processing last-minute submissions, and collecting information and documents efficiently, saving up to 4 hours per month per client.

What is Sonny9 used for?

• Assisting Certified Public Accountants (CPAs)
• Helping tax preparers
• Aiding auditors
• Streamlining data collection process
• Reducing repetitive tasks
• Minimizing back-and-forth communications
• Enhancing customer experience
• Providing real-time document alignment checks
• Generating necessary checklists
• Validating documents
• Assist Certified Public Accountants (CPAs), tax preparers, and auditors in onboarding new clients
• Streamline the data collection process by managing customer information and document gathering
• Reduce repetitive tasks and minimize unnecessary communications by generating checklists, validating documents, and asking follow-up questions based on received documents
• Incorporate into emails by cc'ing it on correspondence to automate checklist generation, document validation, and follow-up questions
• Ensure all required documents align with the user's checklist by automatically checking uploaded documents and asking for real-time clarifications
• Flag missing or incorrectly submitted files and ask clients for clarifications in real time
• Provide insights from customer data by analyzing uploaded documents and answers
• Unlock new business opportunities by analyzing client information and suggesting high-level consulting services
• Enhance customer service, maximize productivity, and minimize back-and-forth communications
• Automatically extract data in various formats such as CSV and integrate directly with QuickBooks

Who is Sonny9 for?

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

How to use Sonny9?

To use Sonny9 effectively, follow these key steps:

1. Email Integration: Simply cc Sonny9 on your email correspondence to start the process.

2. Data Collection: Sonny9 streamlines data collection by managing customer information and document gathering. It generates checklists, validates documents, and asks follow-up questions based on received documents to minimize repetitive tasks.

3. Real-Time Document Validation: Sonny9 ensures all required documents align with the checklist by checking uploads against requirements, flagging missing or incorrect files, and proactively seeking clarifications from clients.

4. Customer Experience: Enhance customer experience through automatic checklist generation, document validation, and real-time follow-ups. Sonny9 eliminates mundane tasks, reduces communications, and ensures efficient data collection for clients.

5. Data Extraction: Sonny9 automatically extracts information from documents, presenting it in formats like CSV for further analysis.

6. Integration with QuickBooks: Sonny9 seamlessly integrates with QuickBooks, extracting data that can be directly utilized by the platform.

7. Comprehensive Reports: Receive comprehensive reports containing all client responses, simplifying data management.

8. Analysis Feature: Sonny9's analysis feature scrutinizes documents and client responses to offer insights and potential high-level consulting opportunities.

By following these steps, you can leverage Sonny9 to streamline data collection, enhance customer experience, and unlock new business opportunities effectively.