A better way to do what you do best
Accelerate your workflow and evolve your practice with an intuitive analytics interface and AI-backed query capabilities that get you and your clients reaching goals faster than ever.
See how chata.ai makes providing exceptional advisory to clients even easier.
Get unparalleled time-to-value.
Integrate QuickBooks Online, Xero, Sage Business Cloud Accounting, or CSV data with a couple of clicks and instantly pull data into functional dashboards by asking our AI-driven system for the information you need.
Start client conversations that inspire.
Automate both recurring and ad-hoc reports that feature easy-to-understand visualizations your clients will actually read, without interrupting your workday.
Reliability whenever, wherever.
Access real-time data anywhere using our web or mobile app. If you need a hand, you can count on our support team to back you up whether you’re in the office or on the road.