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What is Soraban?

Soraban operates as an AI-enhanced administrative assistant specifically designed for accounting and tax firms, focusing on automating tasks such as client data collection, document retrieval, and workflow management through an intuitive, branded portal. By replacing tedious manual processes with adaptable, customizable questionnaires that can issue automatic reminders to clients through SMS, email, or voicemail, it effectively converts document uploads into PDFs while improving client communication with intelligent, context-sensitive prompts. This innovative tool integrates readily with existing accounting software, facilitating automatic data entry, applying e-signatures for IRS documentation, and managing the delivery of tax returns efficiently, all while significantly reducing the need for human intervention. By taking charge of repetitive administrative tasks, Soraban empowers professionals to focus on advisory roles, significantly enhancing overall efficiency, reducing errors, and enriching the client experience with seamless, mobile-friendly interactions. Furthermore, Soraban not only revolutionizes the operational landscape of accounting firms but also lays the groundwork for a more efficient and modern approach to client management in the future. This advancement demonstrates a pivotal shift in how technology can redefine traditional workflows and interactions within the financial sector.

What is Sonny9?

Sonny9 presents a groundbreaking AI-powered front office solution specifically designed for professional services firms, focusing on the improvement of client onboarding, document gathering, and communication processes. This platform automates client data collection, guarantees meticulous document validation, and actively follows up in real-time to ensure clients provide information promptly. With its ability to integrate smoothly with prominent tools such as QuickBooks, Sage, and Google Drive, Sonny9 helps firms eliminate monotonous tasks, improve data management, and redirect their efforts towards more significant initiatives. Moreover, it enhances client management by streamlining monthly data collection and offering instant answers to document-related inquiries. Alongside these capabilities, the platform performs preliminary analyses, generates reports, and updates the firm’s central databases, which significantly boosts team productivity and saves precious time. By expediting document processing and refining communication methods, Sonny9 alleviates client worries while enhancing overall workforce efficiency, establishing itself as an indispensable resource for contemporary firms. Ultimately, this comprehensive solution not only optimizes time management but also cultivates a more structured workflow, leading to an improved service experience for clients and fostering long-term relationships.

Media

Media

Integrations Supported

Box
Google Drive
Karbon
QuickBooks Online
Sage 100
Stripe

Integrations Supported

Box
Google Drive
Karbon
QuickBooks Online
Sage 100
Stripe

API Availability

Has API

API Availability

Has API

Pricing Information

$2,250 per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Soraban

Date Founded

2019

Company Location

United States

Company Website

www.soraban.com

Company Facts

Organization Name

Bitskout

Date Founded

2022

Company Location

United States

Company Website

www.sonny9.com

Categories and Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Categories and Features

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