Product Features
Ready-made AI agents for professional services front office that you can deploy without IT or technicalities.
Learns From Your Sources
Agents allow users to add knowledge sources like your website or other descriptions. This way teams can update their existing websites, wikis, and Notion pages, and our agents will update themselves to have the relevant information.
Lead Triage
In Real-time
Bitskout agents can quickly validate the lead based on your criteria and choose a relevant partner. The lead info card is automatically generated and saved to a meeting invite.
Integrated to your tools
AI agents work with 50+ integration to update information required - from CRMs to project management tools like Asana or monday.com.
And also ...
Personalization per client
Provide Bitskout AI with client details or sync them from the QuickBooks profile for instant personalization. No need to create any IF-THEN rules, Sonny9 will figure out what to do and how to categorize based on simple description.
Match the Data Sources
Bitskout AI will automatically match receipts, bills, invoices, and contrato bank transactions, provide the list of open invoices from Bill.com or QuickBooks providing a full picture of your client's AR/AP.
Anomaly Detection
By analyzing data Bitskout AI can uncover potential opportunities based on simple text descriptions that you provide and client details from any tool.
Reports and Analysis
Bitskout can analyze P&L statements, and generate summaries, forecasts, walkthrough descriptions, and preliminary reports to allow you 10x your bandwidth and focus on your client's relationships.
Development APIs
All features above are available as APIs and modules in Power Automate and Zapier. Get in touch with our DevRel team: