Overview

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 streamline customer information and document gathering, thereby reducing repetitive tasks and back-and-forth communications.

Users can incorporate Sonny9 into their emails, and it will generate necessary checklists, validate documents, and ask follow-up questions based on the received documents.

The AI tool works to ensure that all required documents align with the user's checklist, flags any missing or incorrectly submitted files, and seeks clarifications from clients in real-time if needed.

These features help elevate the customer experience by making the data collection process more efficient. Additionally, Sonny9 automatically extracts information from documents into various formats such as CSV or directly integrates into QuickBooks, providing a comprehensive report containing all client responses.

Sonny9 also offers a unique feature of document and answer analysis. This analysis works to unlock new business opportunities by providing tips and high-level consulting services opportunities, such as Chief Financial Officer services or tax auditing, based on the client's collected information.

This efficient, proactive, and insightful approach to data collection aims to enhance customer service and maximize productivity.

Releases

Sonny9Initial

Get notified when a new version of Sonny9 is released

Notify me

Initial release

March 26, 2024

ilia zelenkin

wrote:

Initial release of Sonny9.

+ Submit new release

ilia zelenkin

@iliazelenkin

Stats

1 tool

Beginner

Joined: March 2024

Pricing

Pricing model

No Pricing

Use tool

Save

🔗 Copy link

🗳️ Vote Best AI Tool

Featured

Accounting Sonny9

Accounting

2,024

No ratings

Overview Releases Alternatives Pricing Pros & Cons Prompts Reviews Q&A

Use tool

Save

Top alternatives

Kick

Accounting software that does the work for you

Accounting

Open

30,908
408
4.4

v1.0 released 1y ago
Free + from $35/mo
Share

Junaid Ali

🙏 119 karma

Dec 5, 2023

@Kick

This team took the time to understand the industry, problem and its users and designed a perfectly engineered solution. Kudos.

9021 Reply Share Edit Delete Report
Smart Clerk

AI-powered bookkeeping from PDF statements and online banking

Accounting

Open

18,264
158
4.3

v2 released 1mo ago
#27 in Trending
Share

Fatih Kutluturk

🙏 114 karma

Aug 20, 2024

@Smart Clerk

Data extraction is accurate and incredibly efficient. Plus, it's super easy to use - no setup, no onboarding forms, perfectly simple UI. We started using it right away. The bank statements feature quickly imports, categorizes, and matches transactions. Their automatic categorization and matching process fully automates the reconciliation flow in our team.

12141 Reply Share Edit Delete Report
Truewind

AI-powered bookkeeping for startup peace of mind

Accounting

Open

6,024
77
5.0

Released 2y ago
No pricing
Share
133 www.truewind.ai
Booke AI

AI-powered bookkeeping automation in one app

Accounting

Open

4,892
68
3.0

Released 3y ago
From $20/mo
Share
97 booke.ai

ahmad syed anwar

🙏 -1 karma

Oct 4, 2025

@Booke AI

Not Accurate. Do not learn from old transactions.

1 Reply Share Edit Delete Report
Ledger IQ

AI-Powered Bookkeeping for the Modern Business.

Accounting

Open

3,395
7
5.0

Released 1mo ago
Free + from $9.99/mo
Share
3,171 www.ledgeriq.ai
Jupid

AI accountant: forms LLC, manages books, files taxes.

Accounting

Open

2,633
117
4.8

Released 7mo ago
Free + from $4.99/mo
Share

David Milly

🙏 42 karma

Apr 15, 2025

@Jupid

Very happy with this tool. It has everything to make my work loads faster

382 Reply Share Edit Delete Report

Promote AI New release

Reviews

No ratings yet.

★ ★ ★ ★ ★ 0

★ ★ ★ ★ 0

★ ★ ★ 0

★ ★ 0

★ 0

Your rating

★ ★ ★ ★ ★

Post

How would you rate Sonny9?

Help other people by letting them know if this AI was useful.

Prompts & Results

Title:

Description:

Prompt type*:

Prompt*:

Output type*:

Output*:

Add your own prompts and outputs to help others understand how to use this AI.

Pros and Cons

Pros

Assists CPAs and tax auditors

Streamlines data collection process

Reduces repetitive tasks

Minimizes back-and-forth communications

Email integration

Generates checklists

Validates documents

Follow-up communication capabilities

Real-time document alignment checks

Flags missing/incorrect files

Asks real-time client clarifications

Enhances customer experience

Data extraction into CSV

Direct integration with QuickBooks

Comprehensive client response reports

Document and answer analysis

Unlocks new business opportunities

High-level consultant service suggestions

Efficiency enhances customer service

Maximizes productivity

Automatic checklist generation in emails

Proactive alerts for missing files

Data preparation for further analysis

Automatically analyzes client information

Alerts for high-level service opportunities

User testimony: improved business management

User testimony: automation of administrative tasks

User testimony: improved productivity

Reduces stress for accountants

Take practices to next level

Optimizes back-office operations

Insightful data collection approach

Proactive in document validation

Elevates data collection experience

View 29 more pros

Cons

Limited to email integration

Only integrates with QuickBooks

No real-time analytics

Missing advanced data analysis

Doesn't support multiple languages

Lacks predictive analytics

No customizable checklists

No mobile app available

No customer support mentioned

No API for integration

View 5 more cons

Q&A

Who is Sonny9 designed to assist?

Sonny9 is designed to assist Certified Public Accountants (CPAs), tax preparers, and auditors.

How does Sonny9 streamline the data collection process?

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.

How can users incorporate Sonny9 into their emails?

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.

What happens when Sonny9 generates checklists, validates documents, and asks follow-up questions?

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.

How does Sonny9 ensure that all required documents align with the user's checklist?

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.

What does Sonny9 do if it finds any missing or incorrectly submitted files?

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.

+ Show 14 more

How does Sonny9 handle real-time clarifications with clients?

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.

What features does Sonny9 offer to improve the customer experience?

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.

How does Sonny9 extract information from documents?

Sonny9 extracts information from documents automatically. It scans the documents and converts the information into a structured format for further analysis and utilization.

In what formats can Sonny9 present the extracted data from documents?

Sonny9 can present the extracted data from documents in various formats, including CSV.

Does Sonny9 integrate directly into QuickBooks?

Yes, Sonny9 can directly integrate with QuickBooks. In addition to CSV, it also extracts data into a format that can be directly used by QuickBooks.

What information is contained in the comprehensive report provided by Sonny9?

The comprehensive report provided by Sonny9 contains all client responses, making it a one-stop solution for all customer data.

How does Sonny9's document and answer analysis feature work?

Sonny9's document and answer analysis feature works by scrutinizing the documents and the clients' responses. It then provides tips and potential opportunities for high-level consulting services based on the analyzed data.

How does Sonny9 unlock new business opportunities?

Sonny9 unlocks new business opportunities through its unique feature of document and answer analysis. By analyzing the clients' information, it provides insights and recommendations for potential high-level consulting services.

What high-level consulting services opportunities does Sonny9 suggest based on the client's collected information?

Sonny9 suggests opportunities for high-level consulting services like Chief Financial Officer services or tax auditing based on the client's collected information.

What impact does Sonny9 aim to have on customer service and productivity?

Sonny9 aims to enhance customer service by making the data collection process efficient and streamlined. By eliminating mundane tasks and minimizing back-and-forth communications, it enables users to focus on their core business activities, thereby maximizing productivity.

Can Sonny9 minimize back-and-forth communications?

Yes, Sonny9 is designed to minimize back-and-forth communications by streamlining the data collection process, flagging missing or erroneous files, and asking for clarifications in real time.

Is Sonny9 able to flag missing or erroneous files?

Yes, Sonny9 is capable of flagging missing or erroneous files. It automatically checks all the provided documents against the users' checklist and identifies any discrepancies.

What type of insights can Sonny9 provide from customer data?

Sonny9 provides insights from customer data by analyzing the uploaded documents and answers. Based on this data, it may notify users of potential new consultation opportunities, thereby turning information into actionable insights.

How does Sonny9 assist in minimizing repetitive tasks?

Sonny9 assists in minimizing repetitive tasks by automatically generating checklists, validating documents, and asking real-time follow-up questions based on the uploaded documents. It also flags any missing or incorrectly submitted files, proactively leads to rectifications, and integrates into QuickBooks, overall reducing the manual burden on users.

Ask a question

Submit

Search

Sonny9

Overview