Use the Advisory Studio to slice and dice data with unparalleled flexibility, quickly produce easy-to-understand data visualizations, and share updates with team members or clients, right inside the app. Finding the insights your clients’ data holds is as simple as typing in the questions you both have about their business operations and finances.
Spend less time crunching numbers and find the information you need to help your clients make powerful, data-backed business decisions, faster. Provide the advice and expertise your clients need to grow their business and solve problems with real-time information they can take action on. Empower your clients to engage with their data through our intuitive self-serve options and in-app onboarding.
Thrive in an evolving ecosystem, deliver exceptional client experiences, and drive growth at scale with the Advisory Studio by Chata.
chata.ai + Xero
The Advisory Studio by Chata is reinventing the way you interact with your Xero data. Our conversational interface is driven by natural language processing that allows you to "just ask" questions in your own words to get the answers you need. The Advisory Studio connects directly to your Xero account, so you can get answers from your, or your client’s, business information in real time.
Use the web app or your mobile device to build impactful data stories through customizable Dashboards, hands-free Cash Flow Forecasting, single-click content drilldown, and automated Reports that you can easily share with your team or your clients. All our tools are driven by your queries. Ask simple questions for an overview of your financials, or use more complex questions to explore the underlying details.
Explore your Xero data with questions like:
“Who owes me money”
“Average sales on rainy days”
“Cash flow forecast by week”
“What’s my cash flow by customer by month”
“Monthly quantity on hand by item”
“What’s revenue was generated by each service last year”
1. Simply sign up here.
2. Connect and authorize your first Xero file.
3. Start exploring your data!