Intuit QBO Vendor Spotlight: Intuit Agents, New UI, and Platform Updates

Catch up on all the major announcements and exciting changes from Intuit Connect! Randy Casson, a Professional Services Specialist within the Intuit Accountant Channel, joins us to walk through the latest developments aimed at modernizing the platform and boosting accounting firm efficiency.

In this session, we cover the following major updates:

QuickBooks on the Intuit Platform (New UI): Learn about the new user interface view that officially began a slow roll-out in July, with most clients expected to be on the new UI by October 1st. This move to a single platform is critical for future offerings and the deployment of AI agents.


Intuit Agents & AI: Discover the "digital agents working overtime for you behind the scenes". These AI-powered agents are designed to handle routine work, allowing accountants to spend more time talking to their clients. We review agents such as:


Accounting Agent (Essentials on up): Helps with bank feeds, including the ability to ask clients questions and leverage Intuit Assist for follow-up details on transactions.

Payments Agent (Essentials on up): Helps convert notes to estimates/invoices and draft emails to help clients get paid faster.

Finance Agent (Advanced only): Bubbles up insights, recommendations, and provides a visual financial summary.

Customer Agent (Flowing into Intuit Accountant Suite): Helps firms track leads by scanning emails (Gmail/Outlook) and determining if they are hot, warm, or cold.

Intuit Accountant Suite (IAS): Get the lowdown on the "QBOA 2.0" redesign, which is based on the transition to the single Intuit platform.

Intuit Enterprise Suite (IES): A look at Intuit's mid-market product, which is built on the QuickBooks Online coding ecosystem and offers features like multi-entity accounting.

Why watch? The agents are doing all the work for you, leading to "extreme happiness because now you can spend more time talking to your clients"! Learn how these new tools help you move beyond basic bank transaction processing to provide high-value advisory.

Connect at: https://www.intuit.com/intuitconnect/

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