Recent Posts / View All Posts

Boost Your Financial Practice with a Customer Service Mindset 

| Education, Wit + Wisdom | No Comments
Jennie Moore runs her bookkeeping practice, Moore Details, with the kind of passion for connection and support you might expect from your favourite barista, or a trained councilor. Her commitment to customer...
QBO Connector Logo

Highlights from H2H with Jennifer Bauldic

| Education, News, Popular | No Comments

We were excited to sit down with Jennifer Bauldic and talk chata.ai as part of her H2H series with the QBO Connector community. Hailey Casper, our Customer Success Manager, and…

Awards & Accolades image

chata.ai recipient of a 2019 CPA Practice Advisor Technology Innovation Award

| Media | No Comments

On Tuesday, July 23rd (2019) chata.ai was the recipient of a 2019 CPA Practice Advisor Technology Innovation Award at the 16th annual Accounting & Finance Show at the Los Angeles (California) Convention…

News

News
June 25, 2019

High 5: Our top 5 takeaways from Xerocon 2019

Last week, chata.ai’s very own trio of Xerocon rookies — Erica, Phil and Robyn —…
Read More

Data Interaction

Data Interaction
August 29, 2018

The house the hammer built: selling the dream, not the tool

Freelance writer Cherine Hlady interviews one of Intuit's top business development managers on how he coaches…
Read More

Wit + Wisdom

Wit + Wisdom
July 23, 2018

Wit + Wisdom

Chris Wanchulak, President, HydrEra Energy Services In the Wit + Wisdom series we're connecting directly…
Read More

Education

Media

Awards & Accolades image
Media
July 25, 2019

chata.ai recipient of a 2019 CPA Practice Advisor Technology Innovation Award

On Tuesday, July 23rd (2019) chata.ai was the recipient of a 2019 CPA Practice Advisor Technology…
Read More
Media
July 24, 2019

CPA Practice Advisor: 2019 Innovation Award Winner

The Tax & Accounting Technology Innovation Awards honor new technologies that help accounting firms and their small…
Read More
X