AI & Automation
coming soon
Our next major update focuses on supercharging your productivity. From an intelligent AI assistant to powerful custom workflows, see what we're building behind the scenes.
AI Practice Assistant
Meet your new digital team member. Our AI Assistant will help you draft client emails, summarize lengthy tax documents, and answer procedural queries instantly based on the latest compliance rules.
Intelligent Recommendations
Chartede will analyze your firm's data to automatically recommend tax-saving opportunities for specific clients, suggest optimal billing structures, and flag accounts that require urgent attention.
Advanced Automation Workflows
Set up "If This Then That" style triggers for your practice. For example: "When a client uploads a bank statement, automatically create a categorization task and assign it to the junior accountant."
Want early access?
Join the waitlist to get exclusive early access to our AI and Automation features before they are released to the public.
Join the Waitlist