Sunny Care and Back Office

Prompt support, not a voicemail prompt.

Customers get answers from their own history, and billing questions are answered straight from your books. Your team works the rest with the whole record in front of them.

Sunny Care

Their answers, on demand

Customers ask Sunny and get answers from their own history: what was done, what was said, what comes next.

Secure by design

Access to a customer's record happens through Sunny with secure verification. No portal to maintain, no extra passwords.

A queue, not a black hole

What needs a person reaches your team as a managed queue, with the record attached. Nobody starts from zero.

Sunny Back Office

Answers with the account attached

"What do I owe?" gets a real answer, from the books, not a promise that someone will look into it.

Verified before anything moves

Account details surface only after secure verification, the same way it works everywhere Sunny touches a record.

Your bookkeeper stays in charge

Sunny reads the books to answer questions. The books stay yours, managed the way you manage them today.

Support that starts already informed.

1

The customer asks Sunny

On your website, in their language, the way they would ask at your counter. Routine questions are answered on the spot.

2

Sunny opens their record, securely

After verification, answers come from the customer's own history with your business and from your books.

3

Your team takes the rest, with context

What genuinely needs a person lands in the queue with the record in front of them.

Your books, wherever you keep them.

QuickBooks Online

Invoices, balances and payment status, read live from the file your accountant already works in.

Xero

The same connection for businesses that run on Xero, with nothing to export and nothing to sync by hand.

Wave

Small-business books, first-class treatment. Wave connects the same way the big platforms do.

Put the books in the conversation.

Ask Sunny anything, or reach a person at (866) 786-6980.

Talk to Sunny