AI-powered Report Insights

AI-powered Report Insights help you spot what matters—fast. Whether it's a sudden dip in profits, unexpected spending, or signs of accounting errors, key trends and anomalies are automatically flagged in your Profit & Loss, and Balance Sheet reports. Each AI-powered Report Insight is based on up to 15 months of transaction data.

AI-powered Report Insights can lead to fewer hours digging through reports and spreadsheets—and more time making confident business decisions.

Why It Matters

• Save time, work smarter
  Skip the manual number crunching. Insights automatically surface key changes, so you can focus on strategy instead of spreadsheets.
• See the full picture, clearly
  AI sifts through thousands of transactions to spotlight what’s really driving your numbers—no data science degree required.
• Make decisions that grow your business
  Whether you're managing a single company or multiple entities, real-time insights help you stay ahead of issues and seize new opportunities.

AI-powered Report Insights are designed for business owners, finance teams, and accountants who want fast, reliable answers—right inside the reports they already use.

SKU availability

This feature is a part of Profit & Loss, and Balance Sheet reports in QuickBooks Plus, QuickBooks Advanced, and Intuit Enterprise Suite (IES).

• Profit & Loss, and Balance Sheet reports
• Multi-entity consolidated Profit & Loss, and Balance Sheet reports (Intuit Enterprise Suite exclusive)

Overview of Features

1. Where Insights Appear
   • Report header
     In the report header of your Profit & Loss, and Balance Sheet reports, you'll see an Insights option that shows the number of insights detected. This view highlights key trends and anomalies at a glance.
   • Inside reports
     Look for blue sparkle icons embedded directly in the report, drawing your attention to noteworthy changes as you scroll.
2. What each Insight includes
   Each insight is designed to be quickly scannable and informative:
   • Hero number
     Shows the size or impact of the change.
   • Headline
     Explains what changed.
   • Chart
     Helps visualize the trend over time.
   • Root-cause analysis (RCA)
     Explains why the change happened.
3. How Root-cause analysis works
   There are two RCA types, depending on the insight:
   • Standard RCA
     Automatically highlights drivers of change, such as customers, vendors, products, or classes. Includes a link to the relevant transaction list so you can inspect the data in detail.
   • Accounting Agent RCA
     When an In-depth accounting review is available for an anomaly, the AI Accounting Agent provides an overview of its conclusions based on transaction-level analysis. There's also a PDF report that goes into much more detail.

How to view your AI report insights

Follow this link to complete the steps in product.

1. Find and open the single-entity, or consolidated Profit and Loss, or Balance Sheet report.
2. Click on the Insights button in the report header to load and preview available insights.
   • When you select ‌an insight, it opens a tooltip summary.
   • The Review Books with Accounting Agent button in the Insights panel on single-entity reports launches a deeper analysis of the books, highlighting possible accounting issues.
3. Users can also access AI insights marked by blue sparkle icons on report line items, where anomalies/trends/etc. have been detected.
4. Click on an insight to open a tooltip that displays an insight summary, a graph with 12 months of historical data, and an RCA of the anomaly or trend. If available, there will also be links to underlying data for further exploration.
   • If the Accounting Agent can do a deeper analysis, there will be a brief summary of the RCA and a link to a detailed report.

Report insights on Consolidated reports in Intuit Enterprise Suite:

Note:This feature is available to Intuit Enterprise Suite customers only.

1. On Consolidated Profit & Loss, and Balance Sheet reports, users can view insights from all selected entities in a single, convenient location, without switching entities.
2. If you want to go deeper into transactions from a particular insight and entity, you can preview the transaction data, then switch to that entity to see the detailed analysis.

Frequently Asked Questions (FAQ)