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Sonny9
Collect Information Delightfully
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Sonny9 is an AI-powered data collection tool designed specifically for CPAs, tax preparers, and auditors. It helps professionals in these fields collect customer information and documents efficiently, minimizing the time and effort spent on back-and-forth communications. With Sonny9, users can automate repetitive tasks, receive notifications about new insights and consulting opportunities, and get prepared data for further analysis. The tool integrates with QuickBooks and can automatically extract data from documents into CSV format. Sonny9 also provides users with tips and opportunities for high-level consulting services based on customer information.
For Tasks:
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Features
- Automates data collection and document validation
- Proactively asks follow-up questions based on uploaded documents
- Automatically checks all required documents against a checklist
- Flags missing or erroneous files
- Extracts data from documents into CSV or QuickBooks
Advantages
- Minimizes time spent on chasing information
- Reduces repetitive tasks
- Improves customer experience
- Provides new insights and consulting opportunities
- Unlocks new opportunities for high-level consulting services
Disadvantages
- May require some setup and training to use effectively
- May not be suitable for all types of businesses
- May not be able to handle complex data collection requirements
Frequently Asked Questions
-
Q:What types of businesses can use Sonny9?
A:Sonny9 is designed for CPAs, tax preparers, and auditors. -
Q:How much does Sonny9 cost?
A:Pricing information is not available on the website. -
Q:How do I get started with Sonny9?
A:You can request access or talk to the Sonny9 team through the website.
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Sonny9
Sonny9 is an AI-powered data collection tool designed specifically for CPAs, tax preparers, and auditors. It helps professionals in these fields collect customer information and documents efficiently, minimizing the time and effort spent on back-and-forth communications. With Sonny9, users can automate repetitive tasks, receive notifications about new insights and consulting opportunities, and get prepared data for further analysis. The tool integrates with QuickBooks and can automatically extract data from documents into CSV format. Sonny9 also provides users with tips and opportunities for high-level consulting services based on customer information.
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Tango
Tango is a comprehensive platform that automates contracts and payments for small and medium professional services practices and consultancies. It offers clear scope management, self-service contracts, eSignatures, automated billing, and easy payment options. Tango helps streamline client management, automate payment collection, and simplify contract renewal processes. Trusted by over 600 practices, studios, and agencies, Tango is designed to save time, reduce scope creep, and improve overall business efficiency.
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Kupiks
Kupiks is a document processing API that helps users turn forms and documents into structured data automatically. By automating document processing, Kupiks eliminates the need for manual data entry, saving time and improving accuracy. The versatile API offers seamless integration and is designed to be user-friendly. Kupiks is currently running a beta program for professionals interested in testing and shaping the future of document automation.
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Nanonets
Nanonets is an AI-powered document processing and workflow automation platform that offers data capture and workflow solutions for various industries and functions. It helps automate tasks such as invoice processing, data extraction, document approvals, and accounts payable reconciliation using AI-powered workflows. Nanonets enables businesses to extract valuable insights from unstructured data, automate complex business processes, and make faster, more informed decisions. The platform is trusted by leading enterprises and has shown measurable ROI in a short period.
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Sensible Proforma
Sensible Proforma is an online software for creating quotations, invoices, and receipts. It offers features such as simultaneous quotes, price quote history, smart product organization, sales tracking, quick quote-to-invoice conversion, client overview, and more. The software is designed to streamline organization and boost productivity for businesses of all sizes. With Sensible Proforma, users can efficiently manage their sales, inventory, customer information, and taxes, all in one place.
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AiTax
AiTax is an AI-based tax-preparation software that leverages Artificial Intelligence and Machine Learning to help individuals and entrepreneurs prepare and file their taxes accurately and efficiently. The software eliminates the risk of human error, ensures the lowest possible tax amount, prioritizes data security, and offers free audit and legal defense support. AiTax aims to simplify the tax-filing process, maximize potential refunds, and minimize the chances of an audit, providing users with a reliable and secure solution for their tax needs.
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Itemery
Itemery is an Office Inventory Software designed for small and medium businesses, offering an AI-based solution for inventory management. It allows users to easily track and manage items, integrate with Excel and Google Threads, import existing property databases, use AI for quick item addition, and organize the working system efficiently. With features like easy inventory taking, location display, dashboard representation, and audits, Itemery simplifies asset management processes. The application offers different subscription plans with varying features such as AI recognition, in-app scanning, and photo addition for items, catering to different business needs.
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Ramp
Ramp is a financial technology company offering Spend Management, Corporate Cards, and Accounts Payable Solutions. It provides an easy-to-use platform for corporate cards, bill payments, accounting, and more, all in one place. With features like Frictionless expenses, AP Automation, Smarter spend controls, and Procurement automation, Ramp aims to make finance teams faster and happier. The platform saves time and money for businesses by automating expense management, accounting processes, and compliance tasks. Ramp integrates seamlessly with accounting systems, offers global payment capabilities, and provides dedicated support to users.
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Kintsugi
Kintsugi is a sales tax automation tool designed to help companies globally manage their sales tax compliance effortlessly. The platform offers comprehensive features to automate tax calculations, registrations, filings, and exposure monitoring. Kintsugi provides a user-friendly interface and integrates with various platforms to streamline the sales tax process for businesses of all sizes. With Kintsugi, users can save time, reduce errors, and ensure compliance with sales tax regulations.
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Humanlike
Humanlike is an AI-powered AP/AR tool that helps businesses cut costs by 80% compared to outsourcing accounts payable and receivable. It uses human-like AI to process invoices efficiently and accurately. The tool is built by fintech veterans from Stripe and Modern Treasury, offering a risk-free trial period and SOC 2 compliance. Humanlike enables businesses to scale sub-linearly, grow without increasing headcount, and reduce reliance on outsourcing. It boasts 24/7 availability, a 4-week implementation time, and an average cost reduction of 80% by automating exception handling and shortening cycle time.
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wallet.AI
wallet.AI is an AI tool that provides smart machines to inform users about their financial behavior. Founded in San Francisco in 2012, wallet.AI builds intelligent engines that analyze millions of data pieces to help users make better daily financial decisions. The tool aims to assist people in making informed financial choices by leveraging artificial intelligence technology.
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WellyBox
WellyBox is a modern 'CRM for your receipts' that offers a customized receipt management solution for small businesses. With over 70 million documents processed and 45,000+ happy customers from 51 countries, WellyBox specializes in collecting receipts, extracting data, and automating data entry from receipts and invoices. The AI & OCR-driven platform seamlessly finds, organizes, and stores receipts from email accounts, converts them into Excel spreadsheets for analysis, and integrates with accounting software like QuickBooks, Xero, and FreshBooks.
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Finance Brain
Finance Brain is an AI-powered assistant that provides instant answers for finance and accounting questions. It offers unlimited access for $20 per month and allows new users to ask 3 free questions. The platform is available 24/7 to assist users with their financial queries.
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Navan
Navan is a comprehensive business travel and expense management solution that helps companies streamline their travel programs and expense management processes. With Navan, businesses can create company travel programs, manage company cards and expenses, arrange team offsites, book trips for employees and executives, and more. The platform offers unrivaled visibility, control, and savings, empowering employees to achieve business goals while staying within spending limits. Navan also provides AI-powered insights to streamline expense management and optimize savings. Trusted by thousands of companies, Navan is the go-to destination for all travel and expense needs, offering special rates, spend guardrails, rewards programs, and 24/7 support.
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Procys
Procys is a document processing platform powered by AI that offers solutions for various document-related tasks. It features a self-learning engine for efficient document processing, seamless integration with over 260 apps, OCR API powered by AI for optical character recognition, customized data extraction capabilities, and AI autosplit for automatic document splitting. Procys caters to different use cases such as invoice OCR, ID card OCR, receipt OCR, and account payable automation. The platform ensures data security as a top priority and provides enterprise-grade security and compliance solutions.
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AI Bank Statement Converter
AI Bank Statement Converter is an industry-leading tool designed for accountants and bookkeepers to extract data from financial documents using artificial intelligence technology. The tool offers modernized bookkeeping solutions by automating financial document processing, ensuring accuracy, security, and efficiency. It revolutionizes how accounting businesses handle financial documents by providing multi-format conversion, AI-powered accuracy, tailored solutions for accounting, data security, and integration with popular accounting software.
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SplitMyExpenses
SplitMyExpenses is an AI-powered application designed to simplify shared expenses with friends. It allows users to create groups, split bills, track debts, and settle up with integrated payment apps. The app offers modern design, AI receipt itemization, friend data powered by payment apps, and beautiful spending charts. With over 150 supported currencies, secure handling of data, and a user-friendly interface, SplitMyExpenses revolutionizes the age-old problem of bill splitting.
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Receipt OCR API
Receipt OCR API by ReceiptUp is an advanced tool that leverages OCR and AI technology to extract structured data from receipt and invoice images. The API offers high accuracy and multilingual support, making it ideal for businesses worldwide to streamline financial operations. With features like multilingual support, high accuracy, support for multiple formats, accounting downloads, and affordability, Receipt OCR API is a powerful tool for efficient receipt management and data extraction.
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Bitskout
Bitskout is an AI Front Office platform designed for CPAs and professional services firms to enhance productivity and efficiency. It helps in managing client requests, customer onboarding, and information intake, allowing firms to double their bandwidth without the need for additional headcount. The platform leverages AI technology to streamline workflows, reduce manual tasks, and improve client interactions, ultimately leading to increased profitability and client satisfaction.
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CanTax.ai
CanTax.ai is an AI-powered platform offering instant tax help for Canadians. It provides personalized tax advice tailored to individual financial needs, ensuring privacy and security with industry-leading encryption protocols. The platform's artificial intelligence is proficiently trained on federal and provincial tax legislation, offering comprehensive knowledge and 24/7 availability. CanTax aims to simplify the tax filing process and empower Canadians with expert-level tax guidance.
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Truewind
Truewind is a next-generation AI-powered accounting solution that brings generative AI to automate accounting tasks for accounting firms, startups, and SMBs. It offers end-to-end services, core AI platform, and month-end close powered by AI. Truewind helps accountants close their books faster, provides AI-powered bookkeeping services, and offers CFO services for strategic scaling. The platform ensures enterprise-grade data security and privacy, and integrates with various accounting systems. Truewind is SOC 2 certified and adheres to strict data privacy policies.
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Respaid
Respaid is a B2B collections tool that focuses on respectful and efficient debt recovery. It utilizes AI-powered precision messaging to optimize communication with debtors, resulting in a 50% collection rate and 30x faster performance than traditional methods. The tool offers features such as direct payments, database cleaning, and insights into why customers aren't paying. Respaid aims to protect your brand reputation while helping you recover unpaid invoices in a respectful manner.
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Expense Sorted
Expense Sorted is an AI-powered tool designed to automate the categorization of expenses, eliminating the manual effort required every month. By integrating with Google Sheets, users can streamline their workflow and benefit from accurate transaction identification. The tool offers customizable categories to suit personal or business needs, ensuring a seamless user experience.
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Airparser
Airparser is an AI-powered email and document parser tool that revolutionizes data extraction by utilizing the GPT parser engine. It allows users to automate the extraction of structured data from various sources such as emails, PDFs, documents, and handwritten texts. With features like automatic extraction, export to multiple platforms, and support for multiple languages, Airparser simplifies data extraction processes for individuals and businesses. The tool ensures data security and offers seamless integration with other applications through APIs and webhooks.
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SparkReceipt
SparkReceipt is an AI-powered receipt scanner, expense tracker, and document manager application that streamlines pre-accounting tasks by reducing manual data entry up to 95%. It allows users to scan receipts, invoices, and bank statements, track expenses and income with AI-powered scanning and automatic categorization. The application works in any language and supports 150 currencies. SparkReceipt offers features like automatic data extraction (OCR), forwarding e-receipts from email, managing finances across borders, separating business and personal expenses, real-time profit/loss monitoring, and lightning-fast expense tracking.