Your all-in-one eBook to revolutionizing your small business
FINANCE AGENT
Improve profitability with smart insights
Drive profitability, get performance insights, and plan for your future with a Finance Agent that’s 100% committed to your business.

The big picture, in focus
Monitor cash flow and business performance with our straightforward reporting tools.
Business reporting made easy
Get a holistic look at how your business is doing, from income statements to balance sheets, all on your QuickBooks dashboard. Or track what’s coming in and what’s going out with a cash flow statement.
Set yourself up for success
By creating a customized spending road map you can ensure you’re working toward your business goals. And give investors the financial statements they need to approve you for a loan.
Customize professional reports
Track business performance at a glance and make informed business decisions with customizable, presentation-ready reports. Tailor your reports to the info that matters most, and keep your accountant in the loop with email updates.
Available only in QuickBooks Online Advanced
Available only in QuickBooks Online Advanced
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Free trial for 30 daysFree trial for 30 days
Simple Start
Build your financial foundation
1 user
Plus access for your accountant
Includes:
Intuit Intelligence
AI-powered bank feeds
Categorises your transactions quickly and accurately for fast approval.
Income and expenses
Invoices and quotes
Essentials
Save time and focus on growth
3 users
Plus access for your accountant
Everything in Simple Start, and:
Intuit Intelligence
AI-powered collaboration
Spots transactions that need attention and starts a chat with your advisor for quick reconciliation.
Bill management
Multi-currency
Customer Favorite
Customer Favorite
Plus
Boost efficiency and profitability
5 users
Plus access for your accountant
Everything in Essentials, and:
Intuit Intelligence
Anomaly detection
Identifies potential errors in balance sheets and P&L reports and provides a path for resolution.**
Customer AI
Prioritises leads from your inbox and personalises email follow-ups.
Inventory tracking
Budgeting
Recurring transactions
Class and location tracking
Advanced
Scale with greater customization
25 users
Plus access for your accountant
Everything in Plus, and:
Intuit Intelligence
Finance AI
Analyses your data against financial plans and surfaces proactive insights to drive profitability.
Project Management AI
Get projects started faster by automatically creating drafts with key details pre-filled.**
Customise access by role
Unlimited classes and locations
Custom report builder
Workflow automation
Data sync with Excel
Simple Start
Build your financial foundation
Essentials
Save time and focus on growth
Customer FavoriteCustomer Favorite
Plus
Boost efficiency and profitability
Advanced
Scale with greater customization
Intuit Intelligence
Accounting AI
— AI-powered bank feeds
— AI-powered collaboration
— AI-powered anomaly detection
Customer AI
Finance AI
Project Management AI
Accounting
Income and expenses
Automated bookkeeping
Automated bank feeds
Multiple currencies
Revenue recognition
Expenses
Bill management
Sales and Get Paid
Invoice and quotes
Recurring invoices
Customer Hub
Customer management
Notes and tasks management
Reputation management
Lead management
Contract upload and e-signature
Proposals
Appointments
Time
Enter time
Project Management
Project profitability
Project management
Inventory
Inventory tracking
Purchase orders
Sales orders
Business Intelligence
Custom report builder
Data sync with Excel
Connected Platform
Users
Chart of accounts
Integrate with hundreds of apps
Reports
User management and permissions
Custom fields
Class and location tracking
Workflow automation
Backup and restore
Helping small businesses around the world for 28 years and counting
Helping small businesses around the world for 28 years and counting
Frequently asked questions

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