Sonny9 is an AI agent for professional services that handles routine client data collection and communication. It’s designed for accounting firms, auditors, and consulting teams dealing with high volumes of requests, documents, and follow-ups.
AI front office on your website
Sonny9 embeds into your existing website and works as a real-time front office. Clients can get answers, complete onboarding, upload documents, and submit required information without a staff member involved. The agent structures incoming details and passes them into your team’s workflows.
Less back-and-forth for accounting and consulting teams
The tool targets common bottlenecks like late document submissions, unresponsive clients, and long email threads. Sonny9 automates reminders, information requests, and initial inquiry qualification so specialists can focus on analysis instead of chasing updates.
Built for CPA, accounting, and other professional firms
Sonny9 helps standardize how information is collected when deadlines and data completeness matter. It reduces errors and speeds up preparation for reporting and advisory work.
