Flexible pricing plans that fit your firm

Exceed your clients’ expectations with tools built for scalable advisory.

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How many clients do you have?

Company Files*

1 16 32 50

Cost per month

$15

Pay monthly Pay annually

Currency

*A Company File is a data source connected to Chata through an integrated cloud accounting platform or payment processing software.

Pricing

FEATURES

FREE

$0/per month

PREMIUM

$15/per month

Data Chat

Mobile Access

Multi-App Integration

Weather-Based Sales Analysis

Customizable Dashboards

Automated Reports

Cash Flow Forecasting

Get started Get started

FREE

$0/per month

FEATURES

Data Chat

Mobile Access

Multi-App Integration

Weather-Based Sales Analysis

Get started

PREMIUM

$15/per month

FEATURES

Data Chat

Mobile Access

Multi-App Integration

Weather-Based Sales Analysis

Customizable Dashboards

Automated Reports

Cash Flow Forecasting

Get started

FAQs

What is a Company File and how do plans work?

A Company File is a data source that has been connected to Chata through an integrated cloud accounting platform or payment processing software. All plans are assigned per Company File and allow for unlimited users per Company.

Is there a free trial for financial professionals?

Financial pros get Premium access on their firm’s Company Files, free forever!

14-Day Free Trials are available for client Company Files, including access to all Premium features. No credit card required.

What payment methods do you accept? 

We accept both Visa and MasterCard. You only need to enter your credit card information when you’re ready to upgrade your first client Company File to Premium. See our User Guide for more details about how to make a purchase in the app.

Can I upgrade or downgrade at any time?

Absolutely! We’ve made it easy to change your plan whenever you need. When you upgrade a Company File, you’ll gain immediate access to all Premium features. Check out our User Guide for more info on upgrading or downgrading Company Files.

Can I have both Premium and free plans?

You can upgrade client Company Files to Premium individually (even if they belong to the same Company) so you only pay for what you use! If a client has multiple files, you can apply Premium to all files, or keep others on our free plan.

Do you offer custom pricing options?

We sure do! If you’re looking for custom or volume pricing for firms, please get in touch with our Customer Success Team. We’ll connect with you directly to discuss your needs, answer any questions you have, and get you set up for success.

Get started with Chata.
No credit card required.

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