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 Phil Kwong, our Accounts Executive, chatted with Jennifer about how to get started with chata.ai, what the app can do for QuickBooks Online users, and some of our wow-factor features like our weather-based analysis and reputation management (think Yelp, Booking.com, and TripAdvisor) integrations.

Throughout the conversation, Jennifer also shared her initial experience with our app, as she’s recently signed up for a trail with us. “I started a trial and I opened it up thinking ‘It can’t be as easy as that,’” she says. “I’ve started a lot of apps, I’ve used a lot of apps in my practice, and I literally started the trial and started asking questions and lo and behold, I had all of these fabulous reports at my fingertips and I was absolutely wowed.”

The in-app conversation is great because everyone’s schedule is different. Clients don’t have to email or call you at some crazy time.
– Jennifer Bauldic, QBO Connector

Jennifer was also excited about our diverse integrations. “You’re bringing in non-financial (data) and so, the immediate image that comes to my mind is that you are making my finances 3-dimensional,” she says. “So you’re really bringing in the non-financial and giving context, drawing a picture of what’s going on with your business.” She also loved that chata.ai makes data accessible to her clients, so she doesn’t have to be available at all hours to give them a hand. “The in-app conversation is great because everyone’s schedule is different. Clients don’t have to email or call you at some crazy time,” she says.

We’re so grateful to Jennifer and everyone who took the time to pop into the conversation and ask questions. We constantly grow and evolve from the feedback and support from the community of financial professionals we serve, so it means a lot to us when we get to connect with you!

Check out the full recording of the H2H conversation here.

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