Simplify payday and set payroll to run automatically on QuickBooks.

Green Circle Icon with Stylized White Letters
QuickBooksHelpIntuit

AI-powered Report Insights

by Intuit • Image Alt Text 32 •
Image Alt Text Updated 8/5/2026 03:57

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 Online Plus, QuickBooks Online Advanced, and Intuit Enterprise Suite.

  • Profit & Loss, and Balance Sheet reports

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

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 AI RCA
      When an In-depth accounting review is available for an anomaly, the AI Accounting AI 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

  1. Go to Reports Icon image of the Reports menu., then Standard reports (Take me there).. Find and open the single-entity, or consolidated Profit and Loss, or Balance Sheet report.

  2. Select 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 AI 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. Select 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 AI 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)

QuickBooks Online Plus and QuickBooks Online Advanced users with access to Profit & Loss, and Balance Sheet reports can see AI-powered Report Insights.

For Business Intelligence Insights, there's a nightly process augmented by real-time detection when the report page loads. Accounting Insights are refreshed in real time. If data has changed, the analysis will refresh automatically.

AI-powered Report Insights covers Profit & Loss, and Balance Sheet reports.

QuickBooks Online AdvancedQuickBooks Online PlusIntuit Enterprise Suite

Sign in now for personalized help

See articles customized for your product and join our large community of QuickBooks users.

Sign In / Sign Up

Related Articles