What is chata.ai?

About chata.aiWhat is chata.ai_

chata.ai is a conversational analytics assistant that helps users access, search and analyze data. We asked them 8 questions, as a part of our “What Is” blog series, to learn more about their app and their company.

What is your App’s name, what do you do, & when did you get published on Intuit’s Apps.com?

Hi! We are chata.ai – a simple-to-use, conversational, reporting and analytics tool that does your data “dirty work”. No more complex calculations or searching through spreadsheets. Like the Siri for accounting data (but way smarter!), we connect directly with your QBO account and allow you to chat with your data – getting you immediate answers to your questions. We officially launched in the QuickBooks App store May 18, 2018.

What was the main problem you were trying to solve when you first developed chata.ai?

Answers to financial questions are critical for business owners to make day to day business decisions. Our research showed that these answers are simply not easy to find. Business owners tend to leave the accounting software to the pros which means they are more likely to interrupt their accountant or bookkeeper with questions and expect immediate answers. Or they don’t ask the questions at all because they think the cost involved is too high. This is not only disruptive and damaging to a productive working relationship but also has a serious impact on the success of the business. We saw an opportunity here to help both business owners and accountants and bookkeepers.

What companies (or users) are the best fit for chata.ai?

Our app is a win-win for both the advisor and the end user. We are a great fit for accountants and bookkeepers – empowering their clients to have better relationships with their business data + giving time back to their accountant/bookkeeper so they can become that trusted advisor to their clients.
We work best for companies that have a good flow of data in – so they are using tools like Receipt Bank and Hubdoc plus rely on their #ProAdvisor as a trusted advisor – and they are actively growing their business. We give them the tool to get on top of everything. And the collaborative tools to work with their advisor in a much different and more effective way.

Tell us about your users’ top 3 favorite features or benefits of chata.ai.

  1. Added value for your clients with zero extra time commitment
  2. Immediate insights into your business. Just ask!
  3. Reporting that actually helps you make day-to-day business decisions. At the click of a button.

Tell us about your company’s culture and leadership.

Based in Calgary, Canada, chata.ai is a really passionate group of nerds working really hard to help make your job easier, support effective collaboration with your clients and to empower business owners with the data that they need. Founded by a CFO with a passion for helping businesses grow.

How is chata.ai different from your competitors?

What makes us different is that we actually do the complex calculations for you. That means no more messing around with spreadsheets and pivot table. Then instead of trying to jam all that information back into a report, with chata.ai you can easily create a fully customized report for your client, with visuals, and in language that they will understand and apply to grow their business.

What is the pricing for chata.ai?

Free. That’s not a typo – asking questions about your business data and getting immediate answers is the basic version of chata.ai. Where the real power comes in is with our premium features that allow you to create reports and templates. The premium version is $25 CAD per user/month.
ProAdvisors receive a 30 day free trial of our premium product.

Does chata.ai have any programs for QuickBooks ProAdvisors?

Yes! We encourage ProAdvisors to sign up for our Partner Program. Partners receive a 25% discount off of the Premium license and once they introduce 4 users, your premium Partner account becomes free.
Our Partners also receive exclusive access to Partner-only support channels and to their client’s accounts at no extra cost. We are also working on a certification program – stay tuned!

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