Bitskout

Bitskout helps teams minimize time wasted on useless tasks by building AI agents that run such tasks. Our first agent, Sonny9, helps CPAs, accounting firms and tax preparers minimize time chasing information from their clients.

By putting Sonny9’s email into CC/BCC of an email request, a portal with a checklist is automatically created for the client to submit their documents like bank statements, forms, etc. Sonny9 validates the documents in real-time and proactively asks additional clarification questions based on the content of such documents.

CPAs and teams can also provide a short free-form description of their clients (real estate, 5 properties, etc.) and Sonny9 will tailor its questions to the client description. This way frustrating back-and-forth communications spanning over weeks becomes a delightful few minutes experience for clients and teams.