1. How to get started
    1. How-to register
    2. How-to update your profile page
    3. How-to connect
    4. How-to refresh your data source
    5. How-to delete a connected data source
    6. How-to adjust your number display settings
  2. Organizations & inviting users
    1. Partners
      1. Setting up your Partner Organization
        1. How-to add your logo - branding
        2. How-to invite your staff
        3. How-to add client organizations
          1. Create a new client organization
          2. How-to invite Partner Accountants
          3. How-to invite your clients
    2. Business owners
      1. Setting up your organization
      2. How-to invite your team
    3. User Management, Billing & Licences
      1. User permissions
      2. How-to edit user permissions
      3. How-to assign the payment manager
      4. How-to purchase licenses
      5. How-to assign a license
      6. How-to upgrade a premium data source
      7. View your purchase summary
  3. Query
    1. What is a query?
    2. Get started with querying
      1. Query Builder
      2. Ask chata.ai
    3. Ask your own queries
      1. Recommendation engine
      2. Interpretation feature
      3. Identifying spelling errors
  4. Query Tools
    1. Tool bar
      1. Download image
      2. Copy to clipboard
      3. Full screen
      4. Comment
      5. Delete query
      6. Dynamic stats
  5. Visualize your data with charts and graphs
    1. How-to: Dynamic graphing
    2. How-to: visualize with queries
    3. Types of charts and graphs
      1. Pivot table
      2. Filter table
      3. Line graph
      4. Pie chart
      5. Bar chart
      6. Column chart
      7. Stacked bar/column chart
      8. Heatmap
      9. Bubble chart
    4. Drilldowns
  6. Saving results
    1. Pins
    2. Reports
      1. Save a report from the main query interface
      2. Save a report from a template
      3. Add comments, questions and insights
      4. How-to Edit Reports
      5. Share your report with other users
  7. Workflow Solutions & Collaborative Tools
    1. Templates
      1. Organization
      2. How-to create a template
      3. How-to edit a template
      4. How-to run a template
      5. How-to share a template
      6. Reporting automation: How-to schedule your reports
    2. Notifications
      1. Email & SMS
      2. In-app notifications
  8. Dashboards
    1. How-to create a dashboard
    2. How-to edit a dashboard
    3. Add a new tile
    4. Edit the title
    5. Edit the query
    6. Edit the tile Data Source
    7. Edit the size of the tile
    8. Edit the location of the tile
    9. Delete a tile
    10. Multiple dashboards
    11. How-to share a dashboard
    12. How-to delete a dashboard
  9. App integration data flow

How to get started

Our integrations with QuickBooks Online, Xero and Stripe are complete! You can now incorporate cutting-edge AI into your business.

You only need a few minutes to connect your data source and start chatting with your data!

Let us know how we can help.

How-to register

To create an account with chata.ai is very simple, just follow the step-by-step below.

  1. Fill out all of the required fields and agree to the terms and conditions. Select “Sign me up as a Partner” if you are an accountant or bookkeeper and would like to bring chata.ai to your clients.  Learn more about the benefits of becoming a chata.ai partner.

2. You will receive an email asking you to complete your registration. If you don’t see this email shortly after registration, please check your junk mail. Once you respond to this email you will be asked to set up your profile and password with chata.ai

How-to update your profile page

If you need to update your personal information at any time, just 

  1. Click on your chata.ai avatar at the top right side of the interface 
  2. Select Profile 
  3. Edit your information 
  4. Select how you would like to receive report sharing notifications



How-to connect

Once you have completed your registration, you are now ready to connect your first data source.

  1. Select “Settings” in the left side menu
  2. Click “Add New Data Source”
  3. The Organization field will be selected for you. If this is not the organization you want to connect a data source for, select an Organization you previously created or, select “New Organization” to create a new organization.
  4. Select your service. We currently connect to QuickBooks Online, Xero and Stripe
  5. If you wish, select “Link Weather Data” and choose the location for the business
  6. Click “Connect to…”
  7. You will be prompted to login to QBO, Xero or Stripe to go through the standard OAuth process. You should only have to do this one time for each data source. After the data connection is complete, chata.ai will dynamically refresh the data daily.

Depending on the size of your data set, it can take up to 15 minutes to connect to your data source.

How-to refresh your data source

chata.ai dynamically refreshes your data daily. If you’ve updated information a software application and want to immediately refresh that data, select the “refresh” icon beside the data source in the Settings page.

How-to delete a connected data source

If for whatever reason you want to delete the data source from your chata.ai account. Go to “Settings” in the left side menu and click on the trash can icon beside the data source.

How-to adjust your number display settings

  1. Select Settings beside the desired data source
  2. Select number of decimal places you want to view consistently
  3. Select if you would like to view ratios as ratio or a percentage

Organizations & inviting users


Partners are our accountant and bookkeeper users

Setting up your Partner Organization

There are certain features that we have created in chata.ai to help our Partner users to better collaborate with their customers

How-to add your logo - branding

In a Partner Organization, select “Settings” and navigate to the tab titled “Partner Customization”. Select “Upload logo” and choose your logo.

How-to invite your staff

All chata.ai Partners have free access to their client’s accounts. In order to have access, they must be added as users to the Partner Organization. To add a Partner Accountant to your Partner Organization, click Settings in the left side menu, click the User Administration tab at the top,  select “Invite User” and add the User.

You can give them access to the firm data source by checking the box underneath that data source. Give your staff the appropriate permissions.  You can now add your clients to the appropriate client organizations & data sources.

How-to add client organizations

Create a new client organization

An organization is a company or business. If you are a chata.ai Partner, you will likely have many “Client Organizations”. If you are an owner of multiple businesses, you will also likely have more than one “Organization” within your chata.ai account.

To add an organization:

  1. Select the plus icon beside your Home or Partner Organization at the top of the screen on the left side.
  2. Name this organization and take the option to add clients or additional users now or later.
  3. You will be taken to this organization in chata.ai and you can then go through the same data connection process as you did for your first data source.

To navigate between organizations, select the “down arrow” beside the Organization name in the top left side of the interface and select the Organization that you want to query within.

How-to invite Partner Accountants

To invite Partners to Client Organizations, first they must be added as users to the Partner Organization.

  1. Go to a Client Organization
  2. Select Settings in the left side menu
  3. Click the User Administration tab at the top
  4. Select ‘Invite Partners’
  5. Select the Partners you wish to add
  6. Click Invite
  7. Make sure they have access to the data source.

This process must be repeated for each client organization.

How-to invite your clients

  1. Go to a Client Organization
  2. Select Settings in the left side menu
  3. Click the User Administration tab at the top
  4. Select ‘Invite User’
  5. Enter the required Client information
  6. Give the User appropriate Permissions
  7. Make sure they have access to the data source

Business owners

Setting up your organization

To set up your chata.ai account for your business. All you need to do is connect the data sources you want to query and add your team and/or advisors.

How-to invite your team

  1. Select Settings in the left side menu
  2. Click the User Administration tab at the top
  3. Select ‘Invite User’
  4. Enter the required Client information
  5. Give the User appropriate Permissions
  6. Make sure they have access to the data source

User Management, Billing & Licences

User permissions

How-to edit user permissions

In settings, under User Administration, edit a user’s permissions by selecting the pencil icon underneath their name. A modal will pop up where you can select Admin, Connect, Standard or Read-Only Permissions.

How-to assign the payment manager

To assign a payment manager, select the pencil icon underneath the user’s name. In the same modal where you selected user permissions, select the box beside “Billing” at the bottom of the modal.

How-to purchase licenses

You will only have the option to purchase and cancel licenses if you are the payment manager. Select “Purchase Licenses” on the bottom right hand side of the User Administration page.



Select if you want to be billed annually or monthly




Choose how many licenses you would like to purchase. A license will be consumed by 1 user in 1 data source. Select “Pay with Card,” enter your details and subscribe to chata.ai.

How-to assign a license

To assign a license, simply check the box beside the user’s name under the appropriate data source.

How-to upgrade a premium data source

After you purchase licenses, you will need to be sure to turn the selected data source to premium by toggling the premium button to on.


View your purchase summary

To view a breakdown of your bill for current licenses, navigate to the “Purchase Summary” tab in Settings. You will be able to view a summary of the licenses purchased and assigned to specific organizations. *Note: You will only be able to view the Purchase Summary of your own purchases.


What is a query?

A query is how you communicate with chata.ai using your natural “human” language. chata.ai takes this query and automatically translates it to a form that your database will understand and can execute on. You can ask simple to complex questions about your business data. Visit our Query Tips page and our Query News Flash blog for resources to get started on your querying.

Get started with querying

Query Builder

To help you get started how to create a query, we created “Query Builder”. To use Query Builder, follow these steps:

  1. Select a topic on the left side.
  2. Select if you want to view a “list” of transactions or a “calculation” (total or average).
  3. Make further selections such as a “time range”, “time group”, and “other group”
  4. As you make selections, you will be provided options for queries to the right. Select one of these queries. chata.ai will type the query automatically into the query engine and pull the data directly from your data source in seconds.

Ask chata.ai

  1. Hover over the hamburger menu at the bottom of the screen
  2. Select “ask chata.ai”
  3. chata.ai will type a random query and pull the data directly from your data source

Ask your own queries

To create your own query, first select which data source you want your data to come from. Then, type your question into the “Ask me anything” field and hit Enter.

Recommendation engine

You will notice there are recommendations for your query, if it makes sense, you can select one of these options by clicking it with your mouse or using the arrow keys to highlight the applicable query suggestion before hitting Enter.

Interpretation feature

As humans, we can ask the same question in multiple ways and expect the same result. If you want to know how chata.ai interpreted your query, you can click on the chata.ai avatar beside the query answer. If this looks right you can click “Correct”, if something doesn’t look right you can click “Report a problem” and we will be notified to investigate and add training to our system.

Identifying spelling errors

It is easy to find the information you are looking for quickly, even when you misspell a word or Value Label.  

Value Labels are how different variables are labelled within your data. They include things like customer names, vendor names, product names, etc. 

If you misspell a word or Value Label, chata.ai will ask for more information prompting you to select the appropriate descriptor from a drop-down menu.  Once you have made your selection, hit “Run Query.”

Query Tools

Tool bar

When you query, you will notice there is a tool bar in the top right corner of your query answer. These tools will help you make the most of your data.

Download image

To download an image to use in a presentation or report, select the “Save chart image” icon. The chart or graph will be downloaded as a PNG which you can save and use as you wish.


Copy to clipboard

There are times that you may want to copy the data and move it into an external spreadsheet. To do this, just select the “Copy to clipboard” icon, and paste the data into your desired spreadsheet.


Full screen

To view a larger version of your query response, you can select the “full screen” icon. This would be useful in a team strategy session for example, where you are analyzing your data with more than one person on a larger screen.


You can add comments to your queries to save with pins or reports. To add a comment, select the comment button, type your question, comment, insight or reminder, click save and you can view your comment right under your query answer. Note that your comment will not be saved unless you save the query as a Pin or in a Report.



Delete query

To delete a query from your query session, click the trashcan icon in the toolbar.

Dynamic stats

When more than one cell with numbers are selected, summary stats for those cells are displayed on the bottom left side of the query answer.

Visualize your data with charts and graphs

chata.ai allows the user to visualize their data using graphing/charting functionality. Currently, supported types of visualization tools include “Table”, “Filter table”, “Line chart”, “Pie chart”, “Bar chart”, “Column chart”, “Stacked bar/column chart”, “Bubble chart”, “Heat map.”

How-to: Dynamic graphing

When data is returned from a query that chata.ai determines is eligible for graphing/charting, some icons will appear on the top-left corner of the results window to give the user the ability to select a type for visualization.

The user has the ability to dynamically move from the original results to any eligible chart types and then back again if desired. Even after a chart is executed from the query areas, chata.ai will provide options for eligible charting types


How-to: visualize with queries

You can also ask for a specific chart or graph in a query, for example “total sales per month for the last 18 months in a line graph.”

Types of charts and graphs

Pivot table

Filter table

Line graph

Pie chart

Bar chart

Column chart

Stacked bar/column chart


Bubble chart


When viewing a query result, there may be times that you want to quickly “drill-down” to see the details. To see the details of a value, just click on the line item, or graph point to drill down and further analyze.


Saving results


During a session, you may only want to save specific query results and not the results of the entire session.  This is what pins are for.  When you pin your query result, the data will be saved and timestamped. If you add comments, these will be saved in the pinned query as well. You can think of a pinned query as a sticky note that can never get lost.

To pin a query and the results, click the pin icon on the right-hand side of the query box.  It will be white if the query/result has been pinned and will be filled in blue if the query/results have been pinned.



You can easily view all pins associated with that Data Source by selecting “Pins” under the reporting tab in the left-side menu. If you didn’t add comments when you originally pinned the query, you can add our comments when in the Pins tab as well. If you no longer require the query result to be pinned, you can unpin the saved query.


Reports are used to review a set of saved data from a specific point in time.  You can save a series of queries and results as a report from a query session or by running a template.  All reports will be timestamped, marking when the report was created. 

Save a report from the main query interface

To save a report from a series of queries and results from a one-time session follow these steps:

Save a report from a template

To save a report from a reporting template, follow these steps:


Add comments, questions and insights

Add your comments to the query tile by selecting the comment icon at the top right corner of each tile. When you are done, just exit out of the pop-up.  The blue bubble on top of the query indicates the number of comments that exist for each queryOnce you’ve shared this report with your team, or clients you can communicate back and forth with this feature. 

How-to Edit Reports

Note: You can only edit the reports created by you, this function is not open for reports shared to you.  

 Select the “Edit” button at the bottom right of the report interface to: 

  • Edit query titles 
  • Rearrange tiles 
  • Resize tiles
  • Add a new text box
  • Add text to an existing text box

Share your report with other users

To share a report with other users, click the share icon at the bottom of the interface or beside the desired report under the Reporting tab in the left side menu.


Select which users you want to share the report with and press “Share”.


The selected users will receive a notification via SMS or email that you have shared this report and be prompted to login to their chata.ai app to view the report. They can then add their comments.

Workflow Solutions & Collaborative Tools


Reporting templates are used to make it easy to run reports for regular analysis. Templates are a series of queries saved for 1-click reporting.


Templates are a saved set of queries that you run on a recurring basis. Each template can be customized to your business needs: queries, tile size, visualizations, data source(s), or text tiles to enrich the content you are delivering. You can find templates that you have created under the “My templates Folder” or Templates shared with you under the “Shared with me” folder.

Note: Templates will be saved at an Organizational level.

How-to create a template


  1. Hover over the “Template” icon on the left-side menu
  2. Select “New Template”
  3. Name your template
  4. Select “Add Query Tile” to start querying
    • Be sure to select the data source you want to query from
    • You can add titles to your tiles
  5. Select “Add Text Box” to add any supporting text to go along with query tile(s)
    • Adjust your text size
    • Change your font styling
    • Align your text
  6. Tiles can be resized by dragging the bottom right corner
  7. Templates will automatically save while editing
  8. Select “Stop editing” on the bottom right when you are finished

You can now press the “play” button to run your report.

How-to edit a template

To edit a template:

  1. Select the template you wish to edit
  2. Select the “Edit” button at the bottom right hand corner of the interface
  1. Make your edits:
      • Add query tile
      • Add text box
      • Change your query or query title
      • Rearrange the position of the tiles
      • Resize the tiles
      • Delete tiles
  1. Select “Stop Editing” once you are finished editing.

How-to run a template

To run a template, just click the “Play” button at the bottom of the template interface.
You can now save this data as a report.

How-to share a template

If you want to share the templates with other users in your Organization or have access to a template in another Organization that you belong to, you must share the Template. To share the template:

  1. Hover over the template you wish to share in the left side menu
  2. Select the “Share” icon


  1. Select which organizations you want to share the template with
  2. Select if you want to make the template “Public” or “Private”

Public = All users in the organization can access the template

Private = You are the only user who can access the template

Technically these templates are your “IP” or “Intellectual Property” so it is up to you to decide whether to share these templates with your clients, team members or advisors.


You can access shared templates under the “Shared With Me” folder within the other organizations.

When you edit the Master Copy of the shared template, it will make changes to the shared template. To save the shared template and make adjustments for a specific organization, select “Save As”.

To make edits to all copies of the shared template, select “Navigate to Master Copy” and edit the Master Copy.

Reporting automation: How-to schedule your reports

We know automation is important to you in order to increase efficiency in your workflows. You can schedule your Templates to run reports automatically. All you have to do is click the “Save As” button at the bottom of a Template you have created to start scheduling. Then:

  1. Select a start date for the schedule. The default date will be the current date.
  2. To save this as a recurring scheduled report, click the “Repeat” check box to access the frequency
  3. Select daily, weekly, monthly, yearly or custom:
  • Daily: Report will run once a day at the selected time
  • Weekly: Report will run once every seven days at the selected time
  • Monthly: Report will run once a month on the current day at the selected time. You can check the selection “On the last day of the month” for the report to run on the last day of the month at the end of the day.
  • Yearly: The schedule will run once a year on the date and time selected
  • Custom: Select a custom time, day and frequency range
  1. Check the option “Specify End Date” to set an end date for the recurring report or leave it unchecked to have this scheduled Template run indefinitely.
  2. Name the report that the executed Template will be saved as. All reports for this schedule will have this same name. You can edit the name of the report after it has been saved.

To view your Scheduled Templates, go to “Templates” in the left side menu and select “Scheduled Templates”. You will see 2 sections here: Active Schedules and Completed Schedules. Completed Templates are Templates that will not be executed automatically again.

You can sort your schedules by Template Name, Report Name, Start Date or End Date to easily find the Template you are looking for.

Delete a report schedule at any time by clicking the trash can icon on the right side of the Template.

Other tips:

  • You can make as many schedules as you want for a single Template
  • Templates will run automatically as scheduled and will be saved as a report in the “My Reports” section in the Reporting tab
  • You can identify if a Template has been set as a scheduled report if there is the schedule icon beside the Template.

  • Templates that have a reporting schedule will also include an info bar at the top of the Template

You cannot edit a template that has a reporting schedule until the reporting schedule(s) has been deleted. You can make a copy of the Template to edit, this new Template will not have a reporting schedule until you set one.


You can receive notifications both inside the application and via email or SMS text.

Email & SMS

You can opt into email & SMS notifications by navigating to your Profile and updating the settings. You will only receive a notification to your email or text if someone shares a report with you. This notification will prompt you to log into chata.ai and view the report in there.

In-app notifications

When you have a notification in chata.ai, you will be able to view the notification by clicking on the megaphone in the top left corner of the interface.


To navigate to the report or comment, just click the notification.


Dashboards were designed to give you a beautiful snapshot of what is going on in your business, and to inspire you to drill down into the details by asking more queries. The dashboards are dynamically refreshed, always displaying the most up to date information from your data source.

You can create multiple dashboards for your business, or your clients. Some examples for using dashboards include project specific dashboards for managing multiple projects, or to keep a closer eye on a problem area of your business such as cash flow.

How-to create a dashboard

  1. Click on the tab with the “+” and it will open the wizard. If you don’t have any dashboards, the wizard will automatically show.
  2. Choose a template to build your dashboard from. There are 3 options:

Dashboard Templates:

    1. Blank: Start from scratch, no tiles will be added to the new dashboard
    2. Default: Start from a chata.ai default dashboard. If this option is clicked, a dropdown menu should appear underneath letting you choose a data source to associate the dashboard with. You will only be able to choose Premium data sources in this dropdown menu.
    3. From Existing: This allows you to copy a dashboard you already have. You must have edit permissions to a dashboard for it to show up in this list. Once you choose the dashboard you want to copy, you are given the option to choose a data source to associate the Dashboard with.
    4. Name your Dashboard
    5. Choose permissions for each user in the organization. You are not able to edit the permissions for yourself, as they should always be `view and edit`. The current user will always show up at the top of the list and greyed out. Clicking on the titles will act as a “select all”


    1. `No Access`: The dashboard will not show for that user at all
    2. `View`: The dashboard will be visible to the user but the edit button on the tab will not show, and the dropdown menu in the top right will not show
    3. `View and Edit`: All edit buttons and dropdowns will show. User will be able to edit the whole dashboard, delete, or change dashboard permissions
    4. Click Finish.

How-to edit a dashboard

Edit a dashboard by clicking the hamburger menu on the right hand side of the Dashboard tabs. This menu also provides the option to share or delete a Dashboard.

Once you are in edit mode you can make the following changes to your dashboard:


Add a new tile

Click “Add New Tile” in the dashboard footer. Enter the title for the tile and the query. Test the query, re-size and re-locate as desired.

Edit the title

The title is the name of the tile and should correspond to the query. To edit the title of a tile, type in the new title and hit Enter.

Edit the query

The query can be as broad or specific as you want. The query dynamically pulls data from your data source, which is why you are always able to view the most up to date data on the dashboard. To edit a query just click into the query field and enter a new query or adjust the current query.

To test the query, click the play button in the tile.


Edit the tile Data Source

You can create a Dashboard that will pull information from multiple data sources. Each tile can have a specific data source attached to it. To select the data source, click the drop down menu with the data source logo beside the query field and choose the appropriate data source. *NOTE: Make sure the query makes sense for the selected data source. 

Edit the size of the tile

The size and shape of the tiles are also fully customizable. To adjust the size of the tile, grab the bottom right corner of a tile and expand or shrink the tile to the desired size and shape.


Edit the location of the tile

To edit the location of a tile, grab the tile and move it to your desired location.

Delete a tile

To delete a tile, select the “X” in the top right corner of the tile.

Multiple dashboards

All dashboards will show up in tabs in the dashboard page. The dashboard that is in the first tab will always be the first tab that is open by default

How-to share a dashboard

You must have “View and edit” permissions to share a dashboard. To share a dashboard, select the hamburger menu on the top right side of the dashboard and select “Sharing.” Give the Users the options you desire.

How-to delete a dashboard

You must have “view and edit” permissions to delete a dashboard. To delete a dashboard, select the hamburger menu on the top right side of the dashboard and select “Delete Dashboard.”

App integration data flow

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