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Automate back-office data extraction using AI.
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Output:
Updated: Dec 6, 2020 Contact for pricing
Description
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Bitskout enables teams to save time on repetitive tasks by creating AI agents to handle them. Our initial agent, Sonny9, assists CPAs, accounting firms, and tax professionals in reducing the time spent gathering information from clients.When Sonny9's email is added to the CC/BCC field of an email request, a portal featuring a checklist is automatically generated for clients to upload documents like bank statements and forms. Sonny9 instantly verifies these documents and proactively requests further clarification based on their contents.
CPAs and teams can also input a concise, free-form description of their clients (e.g., real estate, 5 properties), and Sonny9 will tailor its questions accordingly.
This transforms frustrating back-and-forth communications that typically take weeks into a quick and easy experience for both clients and teams.
Pricing Plans
Model
no pricing
Packages
1 Package
Price Start From
Not specified
Payment Model
Not specified
Model
no pricing
Packages
1 Package
Price Start From
Not specified
Payment Model
Not specified
Releases
The initial release of Bitskout is now available.
Reviews
Pros & Cons
Pros
Email data extraction capability
Compatible with Asana
Works with Zapier
Cons
Limited number of integration platforms
API not specified
Limited selection of pre-made templates
