AI assisted setup and customization in Intuit Enterprise Suite

Intuit Enterprise Suite helps you get started with intelligent suggestions for standardizing your chart of accounts, dimensions, and vendors. Our platform takes the cognitive load of figuring out how to streamline these items, but keeps you in control of your business. Using these setup features is helpful if you are a multi-entity organization and wish to view consolidated reporting across the business.

The Intuit Enterprise Suite setup and customization capabilities include:

• Chart of account standardization: recommends the ideal chart of accounts for multi-entity companies. This includes the ability to create a shared chart of accounts across all or multiple child entities.
• Dimensions setup: recommends the ideal dimension structure for the entire organization, including shared dimensions across the business.
• Vendor cleanup: cleans up vendors across the organization with a suggested mapping for the same vendors present in each entity.

Follow this link to complete the steps in product

Standardize chart of accounts

1. When you go to the Business Feed page, you may see an AI message stating, “Chart of accounts standardized”. If so, you can select the Take a look button.
2. On the main review screen, the panel on the left, titled “Here’s how I standardized your chart of accounts”, gives the reasoning for the AI’s process and logic. Select the top section of the left panel titled, “Analyzed accounts and mapped them across companies” to expand it and review the AI’s process.
3. Review mapped and unmapped accounts across categories like Assets and Liabilities. You can also refine things like changing a reference chart of account, or manually map or un-map accounts.
4. For each account, check the boxes for one, multiple, or bulk all for mapping suggestions you approve of, then select Mark as reviewed. Repeat this step for each account grouping.
5. After reviewing all the account mapping and making any necessary changes, select the drop down next to Approve, then See balances, to understand the financial impact of the changes before finalizing.
6. Once you review the balance impact and confirm everything looks good, select Approve reviewed or Approve all.

AI powered dimensions setup

1. We you go to the Business Feed page, you may see an AI message stating, “Dimensions created for your company”. If so, you can select the Review button.
2. On the Dimension setup screen, review the suggested values, and you can choose to remove existing ones or add new values. You can also select +Create new dimension if you want to add a new dimension.
3. For each dimension, you can select View details to explore further options.
4. In the Created for drop down , choose one or multiple entities you want this dimension created for.
5. Optionally, select the Add value drop down if you want to Rename or Delete a dimensional value. If you delete a value, you’re asked to confirm the decision.
6. When you confirm everything looks good, select Approve all.

With AI suggested dimensions, you’re always in control to accept, decline, or make any adjustments. You also have the option to manually create and manage dimensions anytime you choose.

Simplify vendor lists with AI cleanup

This AI-powered process transforms days of manual vendor cleanup into minutes, delivering fast, accurate, and consolidated reporting. Rest assured that none of your vendor records are actually being deleted or merged in this process.

1. When you go to the Business Feed page, you may see an AI message stating, “Vendor cleanup”. If so, you can select the Review button.
2. Review suggested vendors under the Quick fixes tab for clear matches, or Potential matches tab for groupings that need more review.
3. You can accept, rename, or skip suggestions, ensuring your vendor records remain intact. Select the drop down next to the suggested vendor title to see more details.
4. When a vendor is expanded, you can see the companies tied to it. Select the More options menu to make any changes.
5. Optionally, you can select Move vendor to the other name to recategorize a vendor.
6. Use the drop down menu to choose the vendor name you want the vendor moved to. Then, select Move.
7. Refine your vendor suggestions and, when ready to apply the standardized names, select Approve all.