Sonny9
Sonny9 is an artificial intelligence (AI) tool designed to assist Certified Public Accountants (CPAs), tax preparers, and auditors with the...
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What is Sonny9?
Sonny9 is an AI agent from Bitskout that serves as an AI front office for professional services firms, particularly CPAs, accounting firms, tax preparers, and auditors. The tool helps these professionals automate the collection of information and documents from their clients through their existing website, managing client communications, onboarding, and information intake in real-time.
Key features include automated client onboarding that collects information from various sources, monthly intake functionality where the AI Agent joins the CC of any request to prepare portals and checklists, real-time Q&A where AI validates documents and asks follow-up questions immediately, and preliminary analysis that drafts reports and updates systems of record. The tool automatically generates required checklists, validates each document against custom checklists, flags missing or erroneous files, and proactively asks clients clarifying questions in real time. It can automatically extract data from documents into CSV or directly into QuickBooks with all client answers in one report.
Sonny9 is specifically designed for CPAs, tax preparers, auditors, and accounting teams who struggle with last-minute document submission from clients, non-responsive clients, and dealing with disorganized records. The tool saves approximately 4 hours per client per month, has an average analysis time of 3 minutes, increases team bandwidth by 2x, and can process 24 months of data in just 10 minutes. It integrates seamlessly with major tools like QuickBooks, Sage, Google Drive, and supports bank account integrations for automatic statement downloads.
Sonny9 pricing
Pricing model: Free
Sonny9 offers a free trial for the first 50 plugin runs with no credit card required. The Solo Plan costs $59 per month (or €59/month) including 100 plugin runs per month, with additional runs costing $0.29 each. The Team Plan costs $99 per month including 200 plugin runs per month. Annual billing options are available at $600 for Solo and $2028 for Team. Payment options include monthly and yearly subscriptions. There is no limit on the number of plugins or number of users, but there is a 10-page maximum per document.
Sonny9 pros
- Saves 4 hours per client per month
- Automates client document collection completely
- Real-time document validation and follow-up questions
- Integrates with QuickBooks, Sage, and Google Drive
- 2x increase in team bandwidth
- Only 3 minutes average analysis time per client
- Processes 24 months of data in 10 minutes
- Automatically generates customized checklists
- Flags missing or erroneous files proactively
- Extracts data directly to CSV or QuickBooks
- Reduces back-and-forth communication with clients
- Provides preliminary analysis and draft reports
- Updates systems of record automatically
- Bank account integration for automatic statement downloads
- Helps identify high-level consulting opportunities like CFO services
- Elevates customer experience with efficient data collection
- Minimizes mundane repetitive tasks like double-checking documents
- Real-time notifications about each step of the process
Sonny9 cons
- Maximum 10 pages per document limit
- No lifetime free plan available
- Paid subscription required after free trial
- Additional plugin runs cost extra after limit exceeded
- Primarily focused on accounting profession only
- Requires email CC setup for full functionality
- May need staff training for effective implementation
- Initial investment costs for small firms
Frequently asked questions about Sonny9
What is Sonny9 and what does it do?
Sonny9 is an AI agent that helps CPAs, tax preparers, auditors, and accounting firms automate the collection of information and documents from their clients. It manages client communications, onboarding, and information intake in real-time through their existing website, minimizing back-and-forth communications.
How do I set up Sonny9 for my accounting firm?
Simply add the Sonny9 email into the CC of your requests and add a general upload link. Sonny9 will automatically create a checklist and guide your clients through a document upload including Q&A. No complex installation required.
What accounting software does Sonny9 integrate with?
Sonny9 integrates seamlessly with QuickBooks, Sage, and Google Drive. It can automatically extract data from documents into CSV format or directly into QuickBooks with all provided answers from clients in one report.
How much time does Sonny9 save per client?
Sonny9 saves approximately 4 hours per client per month. The average analysis time is only 3 minutes, and it can process 24 months of data in just 10 minutes, resulting in a 2x increase in team bandwidth.
Does Sonny9 validate documents automatically?
Yes, Sonny9 automatically checks all required documents against your custom checklist, validates each document in real-time, flags missing or erroneous files, and proactively asks clients clarifying questions immediately based on the uploaded documents.
Can Sonny9 handle bank statements?
Yes, Sonny9 supports bank account integrations that allow clients to easily connect to their bank and download statements automatically. It can also analyze files from Google Drive and generate relevant questions based on a job description you provide.
What is the page limit for documents processed by Sonny9?
There is a maximum limit of 10 pages per document. If you need to process documents with more than 10 pages, you should contact Sonny9 support directly to discuss your requirements.
Is there a free version or trial of Sonny9 available?
Yes, Bitskout offers a free trial for the first 50 plugin runs with no credit card required. This allows you to test the tool and its features before committing to a subscription. There is no lifetime free plan.
How does Sonny9 help with consulting opportunities?
Sonny9 automatically analyzes documents and client answers to provide tips and opportunities for high-level consulting services like CFO services or tax auditing based on customer information. It also sends notifications about new insights and consulting opportunities.
What happens if I exceed my plugin runs limit?
If you exceed your included plugin runs, each additional run is charged based on your plan. For the Solo plan, extra runs cost $0.29 each. The Team plan includes 200 plugin runs per month with similar overage pricing for additional runs.