Sonny9 is an artificial intelligence (AI) tool designed to assist Certified Public Accountants (CPAs), tax preparers, and auditors with the data collection process. Its primary function is to streamli
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Sonny9 is designed to assist Certified Public Accountants (CPAs), tax preparers, and auditors.
Sonny9 streamlines the data collection process by effectively managing customer information and document gathering. It reduces repetitive tasks and minimizes unnecessary communications by generating necessary checklists, validating documents, and asking follow-up questions based on the received documents.
Users can incorporate Sonny9 into their emails simply by cc'ing it on their correspondence. Upon receipt of the email, Sonny9 automatically generates the required checklists, validates each document, and asks immediate follow-up questions based on the uploaded documents.
When Sonny9 generates checklists, validates documents, and asks follow-up questions, it ensures that all the required documents are present and correct according to the checklist. In case of any missing or incorrectly submitted files, it immediately flags them and proactively asks customers for clarifications to correct the problem.
Sonny9 ensures that all required documents align with the user's checklist by automatically checking all the uploaded documents against the user's requirements. It continues to monitor the process, flagging any missing or incorrect files, and asking for real-time clarifications from clients, if necessary.
If Sonny9 finds any missing or incorrectly submitted files, it proactively flags them and communicates with the clients in real time for clarifications, leading to real-time correction of problems and ensuring a seamless data collection process.
Sonny9 handles real-time clarifications with clients by proactively asking clarifying questions for any missing or erroneous files. It assists clients in real-time to correct their submissions, thereby lending efficiency to the data collection process.
Sonny9 offers various features to improve the customer experience. These include automatic checklist generation, document validation and real-time follow-ups based on the documents received. It eliminates any repetitive tasks, reduces back-and-forth communications, and ensures efficient data collection for a more streamlined and easy customer experience.
Sonny9 extracts information from documents automatically. It scans the documents and converts the information into a structured format for further analysis and utilization.
Sonny9 can present the extracted data from documents in various formats, including CSV.
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Accounting advisory chatbot
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