Eliminates the frustrating process of getting answers from your QuickBooks data. No more rigid reports, nasty spreadsheets, manual calculations or rigid and complex business intelligence tools. Now, all you have to do is ask!
Business owners now have answers to their business questions at their fingertips. chata.ai empowers better business decision making and is available on mobile (iOS and Android)
Accountants and bookkeepers can use chata.ai to spend less time crunching numbers and more time analyzing & advising. Provide a better client experience and enhance customer loyalty through an interface made with the business owner in mind
How it works with QuickBooks
chata.ai connects directly to your QuickBooks data within seconds. From there you simply ask simple to complex questions, much like texting, and chata.ai gets you immediate answers. All reporting tools are query based which makes it easy to achieve a very high level of customization. Examples of queries include:
- Who owes me money
- What bills are due in the next 30 days
- Who are my top 5 customers by gross profit
- Cashflow by customer by month for the last 6 months
- Monthly quantity on hand by item last quarter
Other benefits of chata.ai include:
- Conversational interface allows you to simply “ask” in your natural language
- Customizing dashboards & reports through your queries makes it extremely easy to get exactly the business insights you want
- On demand visualizations for impactful data storytelling
- Automated Reporting
- Drill down into the details with just one click
- Digital collaboration with other users directly in the app
- Budget to actual data analysis, sales analysis, expense analysis, cash flow insights, inventory analysis, historical account querying and 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; 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
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”
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.
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 the client’s financial data to actionable operational outputs for the company. Your goal is to help your clients grow, use chata.ai to empower their growth