Introducing the Finance Agent: Your Proactive Financial Watchdog

Leverage the power of AI to analyse your financial performance, spot anomalies, and surface critical insights, so you can make smarter decisions with confidence.

Moving from Reactive to Proactive Financial Management

For any growing business or the team supporting it, staying on top of every financial detail is a challenge. Manually comparing reports, tracking performance month-to-month, and hunting for anomalies is tedious, time-consuming, and often means issues are only found after they’ve occurred.

What if you had an AI partner constantly monitoring your finances, flagging potential risks and opportunities before they become major problems?

Meet the Finance Agent⁺. This powerful AI is built to be your proactive financial watchdog, automating the complex work of financial analysis. Available in QuickBooks Online Advanced, it's designed to bring clarity to the data, giving you the control and confidence to manage cash flow and make strategic decisions.

See the Finance Agent in action.

What is the Finance Agent?

The Finance Agent uses Intuit's powerful AI to automatically analyse your business's performance. Its core purpose is to alert you to critical shifts and potential risks so you can take control and act fast.

1. Smart Financial Summaries (Know Where You Stand)

The Agent provides tailored summaries of Profit & Loss, Cash Flow, and Balance Sheet reports. It goes beyond simple numbers by highlighting key risks and trends based on actual performance versus financial forecasts. This provides a clear, instant understanding of the business stands.

2. Proactive Anomaly Detection (Catch Issues Early)

Working constantly behind the scenes, the Finance Agent compares the latest financial figures against expected performance and historical trends.

• Surfacing the Unusual: It surfaces unusual entries or discrepancies in the accounts and budgets, flagging anything that looks out of the ordinary, like a significant spike in an expense, an unexpected drop in revenue, or a discrepancy in a report. This helps catch issues early and avoid surprises.
• Historical Analysis: The Agent is smart; it ensures its analysis is complete and accurate by working primarily with the most recent complete financial period (like last month's data). This means the insights are grounded in reality and immediately actionable.

How Does This Benefit Your Business?

The Finance Agent transforms financial management from a reactive chore into a strategic advantage:

1. Spot Problems Before They Cost You: By automating the detection of financial red flags, move away from scrambling to find errors and towards proactive planning. Address issues immediately, protecting cash flow and profits.
2. Confidence in Your Reports: Knowing that AI has double-checked your financial data against historical trends can give you or your advisor confidence in the accuracy and integrity of your reports.
3. Unlock Capacity for Growth: The time saved on manual analysis and error-checking can be reinvested into strategic planning, exploring new markets, or serving customers—the high-value activities that truly drive growth.

Your Central Control Panel: The Business Feed

All tasks completed by the Finance Agent that require your attention are consolidated into one efficient spot: the Business Feed. Think of it as your financial checklist, a single place to quickly review and approve AI-driven suggestions and ensure your books are always current.

The Finance Agent is an essential partner for any growing business, giving you an unparalleled layer of automated oversight. It’s here to take the stress out of financial monitoring and put clear, actionable insights directly in your hands.

Disclosures

⁺Finance Agent available on QuickBooks Advanced only. Not available to customers with multi-currency enabled.

Intuit Assist (AI Agents): This information is intended to outline our general product direction, but represents no obligation and should not be relied on in making a purchasing decision. Additional terms, conditions and fees may apply. Product offers, features, and functionality are subject to change without notice. Feature availability varies by product. While available in all QuickBooks supported languages, the AI agent’s output will be English only at launch. We recommend you review all outputs carefully.