Sonny9
Collect Information Delightfully
Description:
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:
For Jobs:
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
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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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