Bitskout offers Sonny9, an AI agent that automates client onboarding and document collection for accounting firms, significantly reducing the time spent on administrative tasks by up to four hours per client each month. By validating documents and facilitating real-time Q&A, Sonny9 addresses the challenges of last-minute submissions and non-responsive clients, allowing CPAs to focus on core accounting activities.
Funding
$200K raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
BSFounders
Product
Problem
Accounting firms face challenges in client onboarding and document collection, including last-minute submissions, unresponsive clients, and disorganized records. These issues lead to overload, stress, and wasted time for accounting teams.
Solution
Sonny9 is an AI agent designed to automate client onboarding and document collection for accounting firms. It reduces the time spent on administrative tasks by validating documents, facilitating real-time Q&A, and collecting information from various sources. By addressing the challenges of last-minute submissions and non-responsive clients, Sonny9 allows CPAs to focus on core accounting activities and elevate their practice. The AI agent can generate checklists from emails, prepare portals, and help clients provide required information.
Target Audience
The primary target audience is accounting firms seeking to streamline client onboarding, reduce administrative overhead, and improve client communication.
Features
- AI-powered client onboarding, automating information collection from multiple sources.
- Automated checklist generation from client emails, eliminating the need for manual templates.
- Real-time document validation and follow-up questions to clients.
- Preliminary data analysis and report drafting.
- Integration with existing accounting systems.
- Client portal creation and management.