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ALL Sections – AI in Financial Reporting

In This Episode
From Kari
It was great to connect on the Nerd Enterprises / webinar today!
As an event attendee we’d like to offer you white-glove onboarding service. takes only minutes to implement and it’s free to get started. As part of the white-glove service one of our Customer Success team members will help you:
  • Set-up your account and connect to QuickBooks Online,
  • Create templates and reports, branded with your company logo, that you can send to your clients every month at a click of a button,
  • Learn a series of queries that can answer for you based on your clients’ personalized QuickBooks Online data,
  • Receive a welcome gift if you sign-up as a Partner on our session and invite two of your clients to use chata.aiLearn more about Partner benefits.
Our time together will take approx. 30 minutes of your time. We are also happy to offer the same service to any customer you invite to use chata.aiYou can schedule your Enterprises white-glove onboarding service here.
Kari Viccars
Director, Marketing & Customer Success

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