Bitskout
Extract diverse document data, streamline workflows
About Bitskout
Introducing Bitskout, revolutionizing team productivity by streamlining tasks with the help of AI agents. Meet Sonny9, the first agent designed to assist CPAs, accounting firms, and tax preparers in eliminating time wasted on collecting client information.
By simply including Sonny9's email in the CC/BCC section of an email request, a user-friendly portal with a checklist is automatically generated for clients to submit their necessary documents such as bank statements and forms. Sonny9 verifies the documents in real-time and prompts for any additional information needed based on the content.
Teams can also provide a brief description of their clients (e.g., real estate, 5 properties) and Sonny9 will tailor its inquiries accordingly. Say goodbye to lengthy email exchanges that drag on for weeks, as Sonny9 transforms the process into a quick and seamless experience for both clients and teams.