Documents Agent
Sends tax forms, payroll, statements and certificates instantly, integrated with the firm's accounting system.
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Solutions by sector
Repetitive requests answered instantly and clients warned before every deadline
AI agents that send tax forms and payroll, answer recurring tax questions, warn about obligations before deadlines and run new-client onboarding — integrated with your accounting system.
The pains holding your operation back
Every month the same avalanche: tax form copies, payroll and statements consuming the team.
Clients missing obligations because the notice got lost in email.
Slow client onboarding: documents trickling in and rework chasing them.
Repetitive tax questions pulling the technical team away from high-value advisory work.
How SON.IA can operate
Document self-service: tax forms, payroll, statements and certificates sent instantly via WhatsApp, any time.
Obligation workflows: automatic deadline and delivery notices per client, with delivery confirmation.
Guided onboarding: the AI collects documents, validates pending items and follows the new client through full activation.
Tax-question triage: recurring questions answered by AI; advisory ones go to the accountant with context.
These are application references. Execution depends on the validated process, available data, permissions and integrations enabled for the project.
Operational AI for the industry
From conversation to action, with governance and human participation
SON.IA connects communication, knowledge and processes in a continuous journey. The final design is validated with your team before going live.
- 01
Understands context
Organizes intent, history and authorized data from the interaction.
- 02
Applies rules and knowledge
Consults approved content and follows the limits defined for each scenario.
- 03
Executes the next action
When configured, triggers workflows or native apps and records progress.
- 04
Hands off to a person
Sensitive cases, exceptions or critical decisions go to the team with context.
Scope, permissions, records and handoff criteria are defined during implementation. No example represents a guaranteed result for every operation.
AI agents that can compose the scenario
Obligations Agent
Notifies each client about deadlines and deliveries at the right time, with confirmation and automatic resending.
Onboarding Agent
Collects new-client documents, validates pending items and drives activation without rework.
Tax Agent
Answers recurring questions about taxes, deadlines and regimes, escalating advisory matters to the accountant.
Use cases to validate
- Tax form and slip copies
- Payroll and statement delivery
- Tax obligation reminders
- New client onboarding
- Hiring and termination status
- Tax question triage
Illustrative scenario
Without automation
Chaotic month-start: team buried in tax form and payroll requests; clients missing obligations for lack of notice.
Illustrative scenario
With SON.IA
Documents delivered instantly by AI, clients warned before every deadline and the technical team dedicated to advisory work.
Governance applied to the workflow
Implementation can combine agent scope, permissions, interaction history, business rules and human handoff criteria. Data handling and applicable controls must be configured according to the process, industry and company obligations.
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Frequently asked questions
What kind of request can the AI solve on its own?
Tax form copies, payroll delivery, hiring and termination status, recurring tax and deadline questions — the repetitive work that consumes the team today is solved instantly, at any hour.
Does Sonia integrate with my accounting system?
Yes. The platform connects to the ecosystem the firm already uses — accounting systems, ERPs and portals — to check and send documents in real time.
How do obligation reminders work?
Automatic workflows notify each client about tax form due dates, document deliveries and ancillary obligations — reducing delays and fines, on the channel the client already uses.
What about my clients' tax data?
Governance by default: LGPD, role-based access, audit trails and restricted scope per agent. Each agent only accesses the data the firm authorizes.