Hispanic Financial
ESEN
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Hi, I'm SonIA

The artificial intelligence that works alongside the Hispanic Financial team. I answer at any hour, book calls, tell you which documents to bring and remind you of every date. A person on the team always makes the decisions about your case.

WhatsApp
A hand holding a phone showing a WhatsApp conversation with SonIA

What I do for you, at any hour

I answer

On WhatsApp and on the site, in Spanish and English, day and night. Phone comes in the next phase.

I schedule

Your call with Álvaro or the team, in person or by video, without waiting for someone to pick up.

I organize

I tell you which documents to bring for your return or your company, and remind you before the appointment.

I remind

Every tax date that applies to you: estimated payments, 1099s, W-2s, Sunbiz and your return.

How we work together

SonIA prepares, the team decides. Every step that affects your case goes through a person.

  1. You

    You write or call

    On WhatsApp or the site, at any hour.

  2. SonIA

    Understands and answers

    Explains the process in general and offers you a call.

  3. SonIA

    Prepares the file

    Asks for the document list and organizes them as they arrive.

  4. Team

    Reviews and decides

    Álvaro and his team review your case and make every decision.

  5. SonIA

    Keeps you updated

    Tells you the status of your filing and the next dates.

What SonIA never does

A useful AI also knows where to stop. These are the rules it works by.

  • It never asks for Social Security, ITIN, bank or card numbers in chat. If you type one, it doesn't keep it: that data goes directly to the team.
  • It doesn't give tax or legal advice for your case. It explains the process in general and books you with the team.
  • It doesn't decide your case. It prepares the information; a person makes the decision.
  • It doesn't make up prices or promise outcomes. The team quotes after learning your case.
  • It doesn't pretend to be a person. If you ask, it tells you it is an AI.

The operations center

This is a day of SonIA from the inside: inquiries coming in, calls booked, documents requested and alerts that go straight to the team.

Demo with sample data. These are not real clients.

Live · sampleSonIA