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Sonny9

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About

Sonny9 is an AI Front Office tool designed specifically for accounting firms. It assists with client onboarding, manages last-minute document submissions, and collects necessary client information and documentation. By functioning as an AI agent, Sonny9 helps firms save approximately 4 hours per client per month and effectively increases team bandwidth while minimizing stress caused by client communication issues and organizational challenges. The tool integrates real-time Q&A for document validation, preliminary analysis, and report drafting, significantly reducing workload for accounting teams. Additionally, it offers features like automated intake processes and efficient data analysis, making it easier for firms to focus on value-driven tasks while enhancing client satisfaction.

Platform
Web
Keywords
aiautomationaccountingdata processingclient onboarding
Task
data collection
Features

• time-saving automation

• preliminary analysis and report drafting

• ai client onboarding

• monthly intake support

• real-time q&a for document validation

• increased team bandwidth

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