Sonny9 - Alternatives & Competitors
AI Front Office for Professional Services Firms
Sonny9 is an AI agent that streamlines client communications, onboarding, and information intake for professional services firms, integrating directly with their existing websites.
Ranked by Relevance
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1
BrightReturn Integrated Client Portal and Workflow Automation for Professional ServicesBrightReturn streamlines business operations for professional service firms through an all-in-one client portal, automated workflows, and secure document sharing. Designed for accounting, legal, and agency professionals, it accelerates invoicing, improves client experience, and drives business growth.
- Freemium
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2
Setuply AI-Powered Client Onboarding and Lifecycle Management PlatformSetuply streamlines client onboarding and lifecycle management with AI-driven automation, integrated workflows, and secure data management for enhanced business growth and client retention.
- Contact for Pricing
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3
Onnix Personalized AI Co-Pilot for BankersOnnix is an AI-powered platform designed to enhance the productivity of banking teams by automating tasks and providing quick, accurate data analysis and content generation.
- Contact for Pricing
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4
Formisoft The Smart Client Intake Solution for Modern ProfessionalsFormisoft streamlines client intake with AI-powered form generation, appointment scheduling, and payment processing, all in one secure, compliant platform.
- Freemium
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5
Zillion AI Meets Finance - Your Intelligent Financial AnalystZillion provides AI-powered analysts for financial firms, automating complex analysis, streamlining workflows, and handling increasing workloads with sophisticated financial tools and domain expertise.
- Freemium
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6
Sync.AI Supercharge your calls, meetings, and emailSync.AI is a comprehensive business communication platform that integrates and enhances calendar, calls, and email with intelligent data synchronization and automation capabilities.
- Contact for Pricing
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7
AnalysAI Say Goodbye To Boring SpreadsheetsAnalysAI is a user-friendly, AI-powered data analysis software that integrates multiple data sources to provide deep insights and predictive analytics for businesses.
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8
Sonero Better Meetings with AISonero is an AI-powered tool that enhances the efficiency of meetings, assisting businesses in understanding and responding to customer call outcomes, increasing revenue and retention.
- Contact for Pricing
- API
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9
Reporfy Insightful Reports at the Speed of AIReporfy is an AI-powered platform that helps teams create, share, and interact with beautiful, data-rich reports effortlessly. It transforms complex data into actionable insights through visual storytelling and collaborative features.
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10
HoneyBook Client relationships start and grow on HoneyBookHoneyBook is a comprehensive client management and business automation platform that helps independent businesses streamline their client workflows, from proposals and contracts to invoicing and payments.
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11
TimeSentry Elevate Your Time TrackingTimeSentry is an AI-powered time tracking and billing software designed to automate timesheet population, streamlining administrative tasks for professionals and firms.
- Freemium
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12
ConvoQ AI Harnessing AI to transform conversations into insightsConvoQ AI is an advanced contact center solution that utilizes artificial intelligence to transform customer conversations into actionable insights, helping businesses improve customer service and agent performance.
- Contact for Pricing
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13
Sophiie AI Your Virtual Receptionist, PerfectedSophiie AI is an advanced virtual receptionist service that handles business calls with human-like interaction, offering features like instant answering, call scheduling, and comprehensive call management solutions.
- Contact for Pricing
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14
Parthean AI-enhanced financial planning platform for better client decisionsParthean is an AI-powered financial planning platform that streamlines client onboarding, data extraction, and financial analysis for financial advisors, combining paraplanning capabilities with comprehensive client management tools.
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15
Clientjoy All-in-One Agency Growth and Client Management Platform Powered by AIClientjoy streamlines agency operations with AI-powered tools for client management, sales automation, invoicing, and communication, all within a white-labeled portal. The platform enhances productivity and client experience from lead generation to payment collection.
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16
Sonio Ultrasound and clinical workflows made easy with AISonio is a cloud-based OB-GYN ultrasound reporting software using clinical AI to enhance efficiency and quality control in prenatal care workflows.
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17
Outbound AI Conversation AI built for healthcare administrative efficiencyOutbound AI is an enterprise-class conversational AI platform designed specifically for healthcare, streamlining phone-based administrative work across the revenue cycle. It provides AI agents that serve as workforce multipliers to enhance productivity and improve staff experience.
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18
Varolio Future Proof your Book of BusinessVarolio is a communication intelligence platform that transforms customer interactions into reusable digital assets, providing a 360° view of customer expectations and performance.
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19
FirmOS AI Automation to Scale Your Accounting FirmFirmOS is an AI-powered accounting software solution that automates client acquisition, optimizes internal workflows, and manages talent. It helps accounting firms save time, improve efficiency, and focus on strategic growth.
- Contact for Pricing
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20
Adola AI-powered voice assistants for seamless business communicationAdola is an AI-powered phone assistant platform that handles business calls, appointments, and customer interactions through customizable voice bots with multilingual support.
- Freemium
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21
Invoicer.ai Unlimited Invoicing and Estimates with AI-Powered Expense ManagementA comprehensive invoicing platform that offers unlimited invoicing, estimates, and client management with AI-powered expense tracking and receipt capture capabilities.
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22
powderfi.com AI Agent for Precise Document and Meeting AnalysisPowder is an AI-powered platform that transforms unorganized financial information into high-quality, actionable data, optimizing efficiency and enhancing client satisfaction for wealth management firms.
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23
Truva AI Supercharge your sales team with AI-powered CRM automationTruva AI is an intelligent sales automation platform that transforms sales activities into actionable insights, handling CRM updates, follow-ups, and analytics automatically.
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24
Flowsell.ai AI-powered client rebooking and retention for service businessesFlowsell.ai is an automated client retention platform that uses AI to re-engage inactive customers, manage bookings, and boost reviews for service-based businesses like salons, spas, and dental clinics.
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25
docAnalyzer.ai Chat & employ smart AI agents to optimize document analysis workflowsdocAnalyzer.ai is an intelligent document analysis platform that enables dynamic, context-aware interactions with documents through AI-powered chat and automation agents. It supports multiple document formats and offers advanced features like OCR, custom workflows, and secure document sharing.
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26
Pipefy AI AI-powered process automation for efficient workflow managementPipefy AI is an enterprise workflow platform that enables businesses to build, automate, and optimize processes using artificial intelligence, offering no-code solutions for workflow creation and management.
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27
Senso AI-Powered Agents For Financial ServicesSenso provides AI agents designed to improve operational efficiency and staff productivity for financial institutions. Transform unstructured policies into structured knowledge for streamlined operations.
- Contact for Pricing
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28
Sonnet AI Your End-To-End Meeting AssistantSonnet AI is a comprehensive meeting assistant that records calls, generates AI-powered notes, and manages relationships, enabling users to focus entirely on their meetings.
- Freemium
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29
Simpla AI Your superhuman tax and accounting advisorSimpla AI is an advanced financial technology platform that provides AI-powered tax and accounting compliance solutions, offering services 43x cheaper and 12x faster than traditional firms, with a focus on the MENA region.
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30
Salesken The Sales AI Expert for Better Revenue Insights and ConversionsSalesken is an AI-powered revenue intelligence platform that analyzes sales conversations, provides real-time coaching, and generates accurate forecasting to improve sales team performance and boost conversions.
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31
PrediktAI The unified platform for professional servicesPrediktAI is an AI-powered project management platform that helps professional services teams manage projects, resources, and finances while maximizing revenue and ensuring project profitability.
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32
Skan AI Unlock Enterprise Productivity with AI-Powered Process IntelligenceSkan AI is an enterprise-level process intelligence platform that uses AI to analyze, optimize, and transform business operations through detailed work observation and actionable insights.
- Contact for Pricing
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33
StockInsights Effortless Financial Research Enhanced by Generative AIStockInsights is an AI-powered financial research platform that helps investors analyze company filings and earnings transcripts for US and India markets, streamlining due diligence and portfolio monitoring.
- Freemium
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34
Arya AI Production-Ready AI for FinanceArya AI provides pre-built, finance-specific AI models and APIs to help banks, insurance companies, and financial institutions streamline operations, enhance security, and improve decision-making.
- Contact for Pricing
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35
Fastbreak Cognitive Proposal Management for High-Stakes RFPs & RFIsFastbreak is an AI-powered proposal management platform that automates and streamlines RFP and RFI responses, reducing completion time by 90% while maintaining quality and accuracy.
- Paid
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36
Smartovate AI-Powered Time Tracking and Project ManagementSmartovate is an AI-powered productivity platform that combines smart face recognition, time tracking, and project management tools to help businesses optimize team collaboration and performance.
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37
PitchPower.ai Supercharge Your Next ProposalPitchPower.ai is an AI-powered workflow tool that helps freelancers, agencies, and service firms create high-quality business proposals quickly and efficiently.
- Paid
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38
Hubflo The All-in-One Hub to Work with ClientsHubflo is a comprehensive client portal solution that streamlines business operations with integrated tools for file sharing, contracts, messaging, tasks, CRM, and billing. It helps service businesses improve client experience and operational efficiency.
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39
Mool.ai Create professional documents with AI-powered reasoningMool.ai is an AI-powered research and analysis platform designed for strategy and investment professionals, offering automated document generation and intelligent insights from multiple data sources.
- Usage Based
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40
Spotlight.ai Autonomous Deal Execution for Enterprise SalesSpotlight.ai is an AI-powered platform that autonomously manages, reviews, and advances sales deals by analyzing conversations and emails, providing bottom-up qualification and complete pipeline predictability for enterprise sales teams.
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41
VoiceLine The AI Operating System for field sales teams.VoiceLine is an AI-powered platform that helps field sales teams capture touchpoints, automate administrative tasks, and gain actionable insights, ultimately driving more revenue.
- Paid
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42
AloAi Voice Analytics AI-powered call transcription and analytics for business intelligenceAloAi Voice Analytics is an AI-powered solution that transcribes calls, detects sentiment, analyzes keywords, and provides comprehensive voice analytics for business communications.
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43
AI Lawyer Your personal legal AI assistantAI Lawyer is an advanced legal assistance platform that provides affordable, accessible legal support through AI-powered document handling, research, and consultation services available 24/7.
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44
SonicLink AI Contact Center for 24/7 Customer EngagementSonicLink offers AI-powered contact center solutions that engage customers 24/7 across voice calls, SMS, email, and live chat.
- Contact for Pricing
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45
AIReception The First Conversational AI Voice Assistant Your Customers DeserveAIReception is an AI-powered virtual receptionist platform that provides 24/7 customer service with human-like voice interactions, helping businesses manage calls efficiently and professionally.
- Paid
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46
JIFFY.ai AI-powered No-code Platform for Financial Services Digital TransformationJIFFY.ai is an AI-powered no-code platform designed specifically for financial services firms, enabling rapid application development, workflow automation, and digital transformation with intelligent process automation capabilities.
- Contact for Pricing
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47
Offorte Proposal software that helps you win more deals in a smarter wayOfforte is a specialized proposal software platform that enables businesses to create interactive, professional proposals with automated features and AI-powered text generation capabilities to streamline the sales process.
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48
Zivy Manage communication chaos with purpose-built AI for engineering and product leadsZivy is an AI-powered communication management tool that helps engineering and product leads organize and prioritize their Slack and email messages, transforming chaotic communications into structured, actionable information.
- Freemium
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49
LegalOn Legal AI Built for Contract Review - Negotiate stronger contracts up to 85% fasterLegalOn is an AI-powered contract review platform that helps legal teams review and redline contracts up to 85% faster using attorney-built playbooks and sophisticated AI technology.
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50
Contractify Intelligent Contract Management Empowered by AIContractify is an AI-powered contract management platform that helps businesses centralize, automate, and streamline their contract processes, reducing risks and improving efficiency.
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