Sonny9

About Sonny9

Sonny9 is an AI agent designed to assist accounting firms in managing their workload more efficiently. It aids in onboarding new clients, processing last-minute submissions, and collecting necessary information and documents. With Sonny9, firms can save up to 4 hours per month per client, reducing stress and increasing productivity.

Background and Development

Sonny9 was developed to address the common challenges faced by accounting teams, such as overload, stress, last-minute document submission, non-responsive clients, and disorganized records. It serves as an AI front office, handling various tasks and allowing the team to focus on more meaningful work.

Core Features and Capabilities

Sonny9 offers several features including client onboarding, monthly intake, real-time Q&A, and analysis. It can handle client onboarding by collecting information from various sources. For monthly intake, it prepares the portal and checklist and assists clients in providing the required information. It can validate documents and ask follow-up questions in real-time, saving clients' time. Moreover, it performs preliminary analysis, drafts reports, and updates systems of record.

User Experience

Sonny9 provides a seamless user experience, with an average analysis time of just 3 minutes. It increases team bandwidth by 2x and can process 24 months of data in just 10 minutes.

Applications and Use Cases

Sonny9 is integrated with various systems and can be used across different scenarios in the accounting sector. It helps reduce stress and elevate practice to the next level with the help of AI.

Impact and Future Outlook

Sonny9 has a significant impact on its users, saving time and increasing productivity. It continues to evolve, with future development directions focused on further improving its features and capabilities.