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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...
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Highlights from H2H with Jennifer Bauldic

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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…

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

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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

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News
December 19, 2018

chata.ai launches conversational business intelligence for Stripe, making a first move into payment data

December 19, 2018 (Calgary, Alberta, Canada): Calgary-based, artificial intelligence start-up, chata.ai has entered the payment…
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News
November 20, 2018

chata.ai Software Update 5

Customizable Dashboards We are excited to introduce Customizable Dashboards to chata.ai. This feature is available…
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News
October 1, 2018

Local AI company selected by Intuit to compete for $100K in Silicon Valley

October 1, 2018 (Calgary, Canada): Intuit announced today that Calgary-based AI company chata.ai has been…
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Data Interaction

Bob Wang
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Data Interaction
August 15, 2018

A business owner overcomes his fear of delegation

“Delegate. Delegate. Delegate.” What business owner hasn’t been told this over and over again? We…
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Wit + Wisdom

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Wit + Wisdom
June 14, 2018

Wit + Wisdom

Derek Deacon-Rogers, Founder + CEO, GenerousTickets In the Wit + Wisdom series we're connecting directly…
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Education

Keagan Perlette
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Hard Hat
PopularUse Cases
July 24, 2019

Great Data Can Solve Major Problems for Big Business

Plan to Exceed Expectations   Evelyn is an accountant who’s compiling a detailed receivables analysis for a major…
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Keagan Perlette
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Use Cases
July 23, 2019

How to Improve Struggling Business with Critical Data Insights

Shed Light on Negative Numbers  A medium-sized human resources and recruitment company is struggling amidst…
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Media

Erica Lister
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Media
June 1, 2019

XU Magazine: Cloudy with a chance of…

As an advisor, how often do you think about the impacts of the data you…
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Intuit Small Business Week
Media
May 1, 2019

National Small Business Week 2019: How chata.ai is empowering SMBs to get accounting answers using AI

National Small Business Week 2019: How chata.ai is empowering SMBs to get accounting answers using…
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Kelly Cherniwchan
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Media
March 13, 2019

XU Magazine: The future is empowered clients

As a trusted professional advisor, the value you bring to your client – is you...
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