QuickBooks Online

️ Tool Name: 🖼
QuickBooks Online

Tool Category: 🔖
Cloud Accounting & ERP for SMBs with AI Agents to automate accounting, customer management, and finance.

️ What does this tool offer? ✏

• Intuit Assist: Built-in smart assistant to categorize expenses, organize transactions, and create interactive financial reports.

• Accounting Agent: Categorizes transactions, automatically records entries, and performs anomaly detection.

• Payments Agent: Accelerates cash flow, tracks invoices, and creates customized strategies to collect money faster.

• Customer Agent: Analyzes customer messages (inbox), identifies potential customers, and creates personalized follow-up messages (Beta).

• Finance Agent: Provides advanced financial analytics, forecasting, and KPI analytics.

• Project Management Agent: Helps manage projects, price bids, and allocate costs to keep them within budget (Beta).

• Smart invoice and expense management: Track payments, generate recurring invoices, capture receipts, schedule payments.

• Automated financial reports: P&L, cash flow, budget, and indicators with AI insights.

• Integrations with Stripe, PayPal, Apple Pay and 1000+ other apps.

• Customer Hub: Relationship management, contracts, and appointment scheduling.

What does the tool actually deliver based on user experience? ⭐

• Reduce the time needed to close monthly books through automation (bank reconciliation + expense categorization).

• Increase efficiency through smart reporting and real-time alerts when there are errors or financial deviations.

• Support better financial decisions with predictive insightsand analyzing performance indicators.

• Improve customer relationships with Customer Agent that identifies leads and sends personalized follow-ups.

• High flexibility: The user remains the decision maker, they can accept or reject AI suggestions.

• Integrated experience: A single dashboard displays a Business Feed that summarizes agents' tasks and suggestions.

Does it include automation? 🤖
Yes - the system is extensively automated:

• Categorize transactions, bank reconciliations, and automatically generate recurring invoices or reminders.

• Detect errors or unusual transactions instantly.

• Automatically follow up on leads with personalized messages.

• Forecast cash flow and alert the user when financial performance deviates.

• Integration with payment and payroll systems to minimize the need for manual intervention.

Pricing Model: 💰
Monthly/annual subscription model (with a 50% discount for the first 3 months from July 2025).

🆓 Free Plan Details:
No completely free plan - trial/50% off for three months.

Paid Plan Details: 💳

1. Simple Start - $38/month (or $19 for the first 3 months)

   • One user + accountant.

   • Intuit Assist.

   • Smart expense organization + automated bookkeeping.

   • 5 free ACH bank transfers per month.

2. Essentials - $75/month (or $37.50 for the first 3 months)

   • 3 users + accountant.

   • All Simple Start features.

   • Accounting Agent (new).

   • Payments Agent (new).

   • Recurring invoices.

3. Plus (most popular) - $115/month (or $57.50 for the first 3 months)

   • 5 users + Accountant.

   • All Essentials features.

   • AI-powered Reconciliation (Beta).

   • Customer Agent (Beta).

   • AI-powered P&L insights.

   • Detect anomalies + budgeting.

4. Advanced - $275/month (or $137.50 for the first 3 months)

   • 25 users + accountant.

   • All Plus features.

   • Finance Agent (New).

   • Project Management Agent (Beta).

   • Revenue Recognition + Forecasting.

   • Advanced user management + customized reports.

   • Excel integration + data synchronization.

Access Method: 🧭

• Via QuickBooks Online (cloud subscription).

• Sign in with your account, then select the appropriate plan.

• All plans include free mobile apps + integration with hundreds of other apps.

Experience Link: 🔗
https://quickbooks.intuit.com/