Smart reporting for smarter decisions

Stay on top of your financial health and make more informed money moves with AI-powered insights.

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The insights that move you

Better business decisions start with better reporting.

AI-POWERED INSIGHTS

Accuracy meets efficiency

Get immediate insights

Check out your insights feed to find all the trends and anomalies spotted by Intuit’s AI agents using powerful analysis of your historical data.

Available in QuickBooks Online Plus and Advanced

QuickBooks insights feed showing 4 insights and the option to review books with AI.

Dig into the details

For each business insight, find historical data graphs, key drivers, and links to more in-depth analysis at a glance, so you always know the how and why behind the numbers.

Available in QuickBooks Online Plus and Advanced

Understand anomalies

Your Accounting Agent helps keep your books accurate by generating detailed anomaly reports that make it easy for you to quickly analyze and address unusual transactions.

Available in QuickBooks Online Plus and Advanced

Example showing the root cause of an anomaly in QuickBooks, with the option to open the anomaly report.

Looking to improve your KPI tracking?

Put your team’s goals front and center with a KPI scorecard.

All in one. Get it done.

Amp up efficiency with AI agents and access to trusted experts.

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titleImageIntuit Assist
Automate tasks, get paid faster1
Eliminate tedious tasks and personalize client communications with AI-powered automations. Plus, Intuit Assist's automated invoice reminders help you get paid 45% or an average of 5 days faster1
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titleImageExpert Assisted
Get bookkeeping help, FREE for 30 days*
*Connect with Live experts when you need it. They can provide setup help and bookkeeping guidance in QuickBooks, so you can stay organized and run your business with confidence. Free for 30 days. No auto-renew.
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titleImageExpert Tax
File business taxes with expert help
Save time and effort by seamlessly moving from books to taxes, then prepare your current tax year return with unlimited expert help to get every credit you deserve. Access live tax experts powered by TurboTax. Costs vary by entity type. Subject to eligibility.
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Customer Favorite
Plus
Scale with greater clarity
$115
$57.50/mo
Save 50% for 3 months*
5 users
Includes access for your accountant
Invite your accountant to access your books, control user-access levels, and share reports without sharing a log-in.**
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Includes:
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AI-powered reconciliation
BETA
Identifies potential issues and suggests solutions
Automagic AI reconciliation saves you time by proactively importing your bank statements to get your books clean faster.
Customer Agent
BETA
Prioritizes leads from your inbox and personalizes email followups
Turn interest into new business—automatically. Manage leads, follow-ups, and proposals with an AI agent that never drops the ball—built to accelerate your growth.
  • AI-powered profit & loss insights
    AI-powered insights proactively surface trends, anomalies, and what’s causing them, personalized to your business.
  • Anomaly detection and resolution
    Close your books in a fraction of the time with advanced AI that includes anomaly detection that automatically finds and resolves discrepancies with you in control.
  • Budgeting
    Create budgets with real-time data you can collaborate with your team on.
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Advanced
Boost efficiency and profitability
$275
$137.50/mo
Save 50% for 3 months*
25 users
Includes access for your accountant
Invite your accountant to access your books, control user-access levels, and share reports without sharing a log-in.**
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Plus features, and:
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Finance Agent
NEW
Goes beyond P&L with financial planning and KPI analysis
Make faster, data-backed decisions and plan for the future with an AI planning agent that analyzes progress toward your KPIs and delivers scenario planning specific to your business.
Project Management Agent
BETA
Helps win bids and allocate costs to keep projects on time
Automatically create projects and track work with continuous project cost allocation, helping keep you more on time and on budget.
  • Custom user management and permissions
    Create and manage users and pre-defined roles, assigning them specific access levels to various areas of QuickBooks.
  • Custom report builder
    Build and save reports that are tailored to your business needs.
  • Data sync with Excel
    Seamlessly send data back and forth between QuickBooks Online Advanced and Excel for more accurate business data and custom insights.
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  • Revenue recognition
    Stay consistent, compliant, and credible with automated revenue recognition.
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  • Forecasting
    Use your historical financial data to analyze trends and create projections of future outcomes, so you can make better-informed business decisions.
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An AI agent for every job

See how Intuit’s AI agents can help you manage your books, customers, and expenses.

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Accounting Agent

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Customer Agent

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Finance Agent

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Payments Agent

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AProject Management Agent

Trusted by millions of businesses worldwide

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