What is an AI Accounting Agent?

“Our mantras have been, ‘we will turn it on for every firm once we’ve earned the right’ and ‘every click matters.’”

If you have been curious about the new QuickBooks Accounting Agent, we can help.

In this episode of On the Books, Michael Hitchcock, VP of Product for Core FMS at Intuit, joins Ted and Jessica to delve into the AI Accounting Agent, an important piece of the groundbreaking new agentic technology in QuickBooks.

Michael walks through the key features of the Accounting Agent such as AI-powered bank feeds that improve categorization accuracy and the 'ready to post' functionality that simplifies transaction management. The team also discusses the importance of review and approval capabilities for all agentic work and how his team worked to maintain control for accountants.

The discussion emphasizes the benefits of increased efficiency, better data accuracy, and the ability for firms to focus on strategic client advice.

For full show notes, log on to firmofthefuture.com