top of page

AI Front Office for Accounting Firms

Sonny9 by Bitskout is an AI agent that helps accounting firms with onboarding new clients, processing last-minute submissions, and collecting information and documents saving up to 4hr per month per client.

brandbird (96).png

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 nephew does my bookkeeping" is that kind of story. Dealing with 24-36 months of such mess can be soul-crushing.

Introducing Sonny9, 
AI Agent to manage your Front Office

brandbird (12).jpg

ONBOARDING

Let your AI agent handle client onboarding collecting information from various sources.

brandbird (15).jpg

MONTHLY INTAKE

Generate monthly intake portals and tasks for AI via a single email to minimize time chasing information.

brandbird (14).jpg

REAL-TIME Q&A

Let AI validate documents and ask follow up questions in real-time to help clients save time

brandbird (16).jpg

ANALYSIS

Get categorized and prepared information to jump into meaningful work right away

INTEGRATED WITH:

intuit_logo.png
Sage-logo_svg.png
billCom_image.png
Google_Drive_-_New_Logo.png
Box,_Inc._logo.svg.png

Managing Monthly Document Intake with Sonny9

Sonny9

1. Email Request with CC to Sonny9

When you send any request, just put Sonny9 into CC or BCC of such email and it will prepare the checklist, and the upload portal to manage the intake automatically. 

2. Real-time Validation

Once the client uploads the documents, Sonny9 will automatically check them against the checklist and provide immediate feedback for your clients to help them provide required documents.

Sonny9
Sonny9

3. Follow-up Questions Right Away

Sonny9 will also generate any follow-up questions based on the uploaded documents immediately after the document upload and allow your clients to provide all the necessary details. And if the client provided the receipts or invoices, Sonny9 will also process them and prepare the draft answers.

4. Draft Report and Analytics

Sonny9 can also automatically prepare any draft reports for accountants and CPAs based on the given task. You can share with your clients including forecasting or include them into your monthly report.

Sonny9

4hr

Time saved / client / month

3 min

Average Analysis Time

2x

team bandwidth increase

10 min

Time to process 24 month of data

Get Started Today

Reduce stress and elevate your practice to the next level with the help of AI.
bottom of page