Helping you prosper
Intuit Intelligence is the AI engine built into QuickBooks and Intuit Accountant Suite. It is designed to help accountants and business owners work more efficiently by automating routine tasks, surfacing real-time insights and reducing manual data entry.
How does Intuit Intelligence improve bank feeds in QuickBooks?
The bank feed now includes three visual indicators to help users identify which transactions need attention:
Green tick: High confidence. QuickBooks is suggesting a categorisation it is confident about
Blue info: Confirmation required. Click for more context behind the suggestion
Orange caution: Review needed. QuickBooks is offering a suggestion but caution is advised, always review before accepting
Enhanced transaction matching
Transaction matching now goes beyond amount and date. QuickBooks also considers transaction descriptions, payee information, reference details and additional transaction data, increasing accuracy and presenting more relevant suggestions.
What is the Requests feature in QuickBooks?
The Requests feature allows accountants to ask clients or colleagues for information about specific transactions directly within the bank feed, without switching between systems or sending separate emails. Key points to note:
- adding a team member through Requests does not count towards the QuickBooks file user limit
- a team member added through Requests has no access to the rest of the QuickBooks file
- when a client replies, Intuit Intelligence reviews the response and provides context-sensitive feedback to help you action it
AI-powered insights on Profit and Loss reports
Profit and Loss reports now include AI-generated insights directly within the report. These help users identify trends, highlight unusual activity, flag items for further investigation and make more informed business decisions, moving beyond reporting into genuine performance analysis.
What is Intuit Intelligence Chat?
Intuit Intelligence Chat is built directly into QuickBooks and Intuit Accountant Suite. It allows users to ask questions, retrieve information and complete tasks through a conversational interface without switching between tools. From Intuit Accountant Suite, users can ask questions about a specific client without opening that client's QuickBooks file.
AI and human intelligence working together
Intuit Intelligence automates analysis and delivers recommendations based on decades of proprietary data. However, professional judgement remains essential. Accountants provide the business context, validate AI-generated recommendations and offer the strategic guidance that AI alone cannot replicate. Together, they support stronger, more informed decision-making for clients.
How Intuit Intelligence can support your firm
Intuit Intelligence combines firm and client data with advanced AI capabilities to improve productivity and unlock valuable insights across workflows.
Key capabilities include:
- monitoring performance and surfacing key insights
- identifying potential risks and exceptions
- providing personalised recommendations
- supporting decision-making with data-driven analysis
- taking action with user guidance and approval
Benefits:
- increased efficiency through automation
- reduced manual effort
- more accurate and trusted outcomes
- better visibility into client performance
- more time to focus on strategic advisory services
By combining automation, intelligence and professional expertise, Intuit Intelligence helps firms deliver greater value to clients while improving operational efficiency.
The next step
If you require any advice regarding QuickBooks or have any cloud accounting-related enquiries, please get in touch with Teresa Chau or your usual UHY cloud accounting adviser.
