Take your practice to the next level
Streamline the work you do maintaining your firm so you can spend time growing your business with strategic, data-backed decisions that take just minutes to discover.
See how chata.ai makes providing exceptional service even easier.
Future-proof your workflows
Improve tried-and-true processes when you integrate cloud-based software you already use. Speed up your everyday tasks: from ad-hoc and automated Reporting to in-app client collaboration.
Transform data into insights & intelligence, fast
Slice and dice data with more flexibility than ever without switching windows or applications. Combine data from different sources for a powerful view of business wins and obstacles.
Offer a strategic view of tomorrow’s finances
See future roadblocks today with zero-effort Cash Flow Forecasting and make sure money stays in your client’s pocket (and in yours).
Deliver success-boosting client experiences
Provide irreplaceable, personalized service with customized Dashboards and Reports featuring digestible visualizations created in a click.