Sessions

Becoming Vital to Your Clients with chata.ai

Tapping Technology

 

Presented by: Kelly Cherniwchan & Kari Viccars

Sponsored by:

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chata.ai is one of the newest apps in the accounting ecosystem.  Developed in Calgary, Alberta, chata.ai is a simple-to-use, conversational analytics and reporting tool that does your data ‘dirty work’.

Focused on helping accountants and bookkeepers improve the way they collaborate with their clients, we offer a unique AI tool that helps you easily get the insights you need to truly become trusted advisors.  On top of that, chata.ai has a free version and a Partner program!

Kelly and Kari will share what they’ve learned from business owners about the type of reporting they want from their bookkeepers and accountants.  They will show you simple ways you can start using chata.ai in your practice to elevate your services –starting now!

Bring your questions and join this lively discussion, where we will:

  • Show you how to use chata.ai (including the mobile app) with a live demo

  • Share Tips & Tricks that will win your client’s hearts and make you indispensable

  • Gift each attendee with a chata.ai “cookbook”– a collection of sample reporting templates you can use to provide more value to your clients in the click of a button!

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©2019 by the Institute of Professional Bookkeepers of Canada. 

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