Eliminates the frustrating process of getting answers out of your QuickBooks Online data. No more rigid reports, complicated spreadsheets, or manual calculations. Just ask questions and get answers in real time.
Business owners can now access the information they need, when they need it, simply by asking. Available as a web app and on mobile (iOS & Android), chata.ai simplifies access to data and empowers better business decision-making.
Accountants and Bookkeepers now have analytical horsepower at their fingertips, enabling them to spend less time crunching numbers and more time providing top-tier client experiences through chata.ai's intuitive, client-centric interface.
How it works with QuickBooks
chata.ai connects directly to your QuickBooks Online data in seconds giving you access to the details you need. All reporting tools are driven by user-queries. Ask simple-to-complex questions & get answers in real time. Use the web app or your mobile device to build impactful data stories using customizable dashboards & automated reporting. Collaborate with ease & seamlessly drill into the details underlying the data. Ask things like:
- Who owes me money
- Average sales on rainy days
- Cash flow by customer by month
- Monthly quantity on hand by item
Reinvent the way you interact with data:
- Conversational interface driven by natural language allows you to "just ask" questions in your own words to get what you need
- Dynamic, user-driven dashboards that depict meaningful business insights
- On demand visualizations for impactful data storytelling
- Automated reporting
- Drill down into the details with just one click
- Collaborate digitally with other users to share important messages and provide context
- Budget-to-actual data analysis, sales analysis, expense analysis, cash flow insights, inventory analysis & more
chata.ai is free. Try our Premium features with a 14-day free trial. No credit card required. We bill in CAD, USD, GBP, or AUD currencies. http://chata.ai/pricing.
||Connects directly to your data, unlimited queries, mobile access on-demand charting and graphing, collaborate with multiple users within your organization + accountant or bookkeeper gets shared access to your account.
||$20 / month
||Upgrade to premium and receive access to: Saving important query responses with pins; option to share, export and save reports; auto-generate regular reports with templates; and customize reporting templates and dashboards for specific needs.
||Partner Pricing Packages for ProAdvisors
||Connect with our Customer Success team to discover the Partner Pricing Tier that is right for your firm.
Our number one goal at chata.ai is customer success. Here’s the how-to of everything chata.ai:
User Guide: http://chata.ai/userguide/
Find Tips and Education resources on our blog, chataHQ: http://chata.ai/blog/
Online support: http://www.chata.ai/support
Why is chata.ai valuable to my clients?
chata.ai provides your clients the insights they need to make informed business decisions. Create a better client experience by enabling them to ask questions and get real-time answers. chata.ai allows you to tie each client’s financial data to actionable operational outputs for the company. Your goal is to empower your clients succeed; use chata.ai to make this a reality.
What questions can I ask chata.ai?
You can ask chata.ai millions of questions and we are constantly training our system with more. Ultimately, it’s not what you can ask chata.ai, it’s what you should be asking about your business. To help you get started, we keep an updated list of Query Tips on our website for your reference: www.chata.ai/query-tips
When you say “automated reporting” what does that mean?
With chata.ai, you can easily create customized reporting templates, allowing you to break free from the rigidity of most reporting apps. From there, set a schedule for the report to run automatically whenever you want; weekly, monthly, quarterly, custom, etc. chata.ai will pull the data and save the report, plus send you a notification that your report is ready. Spend less time finding and organizing the data and more time analyzing, advising & collaborating.
How do I connect chata.ai to QuickBooks Online
1. Select “Settings” in the left side menu
2. Click “Add New Data Source”
3. The Organization field will be selected for you. If this is not the organization you want to connect a data source for, select an Organization you previously created or, select “New Organization” to create a new organization
4. Select QuickBooks Online as your Data Source
5. If you wish, select “Link Weather Data” and choose the location for the business
6. Click “Connect to QuickBooks”