Overview:
Introducing Chat with CAOA – an intelligent conversational interface that connects you with your firm’s internal data on the CAOA platform. Ask questions and get real-time answers about clients, projects, audit statuses, tasks, or documents — all through natural language.
Key Features:
- 💬 Ask Anything – From client data to deadlines, just type your question
- 🔍 Context-Aware AI – Pulls accurate information from your CAOA database
- 📝 Prompt Canvas & Inline Editing for Desired Output
- 📤 Export AI Responses to Excel, PDF, or Word
Accounting-Specific Benefits:
- No more digging through menus or reports
- Instantly retrieve client audit progress, task deadlines, work summary, employee reports, or compliance status
- Reduce dependency on staff for internal queries