New Intuit Enterprise Suite features for your clients’ businesses

What’s new for November 2025

We are committed to continuous improvement for firms and your complex clients. Intuit Enterprise Suite empowers you with Intuit Intelligence, a revolutionary system to help you save time and provide more strategic advisory services. This latest update offers improved business intelligence, new and enhanced Intuit AI agents, and multi-entity and dimension capabilities, all in a modernized platform experience delivering greater efficiency with enterprise-grade power. Ask questions, analyze data, build custom solutions, and understand all aspects of your client’s business as you harness the power of your data to surface key insights for growth.

Multi-entity financial management

Even when managing hundreds of entities on one platform, you and your clients can strengthen controls, improve collaboration, and give multi-entity finance teams more flexibility, with one place to find reports and intercompany tasks. Plus, enhanced reporting and allocation tools help speed up closes.

Consolidated view: Get a single dashboard for multi-entity data and safely extend access beyond admins—making it easier to share work, strengthen controls, and boost productivity as your client grows. You can now assign permissions to your firm team members to access your clients’ multi-entity capabilities such as consolidated reporting, the shared chart of accounts and intercompany account mapping.

• Multi-entity reporting enhancements: Get deeper insights with richer details in reports, expanded drill-down into consolidated reports, visibility into intercompany activity, and broader team access—for more collaboration, advisory opportunities, and efficient processes. 
• Intercompany expense allocations: Previously limited to bills, checks, and expenses, intercompany allocations now cover more ground to give your client more flexibility and control. Use allocations for refunds and with more account types. Plus, your client team can save time by adding reference info and filter transactions by allocation status.

• Dynamic allocations: Rather than spending hours processing repetitive entries, your client and your team can sum their balances and allocate them in one step with dynamic allocations to speed up month-end processes and boost productivity. Note: Intercompany account mapping must be set up before your client can use allocation capabilities.

New and improved Intuit AI agents

Intuit AI agents help guide the strategic decisions you make with your client, while streamlining operations and optimizing cash flow. Powerful automation transforms how finance teams work—turning hours-long processes into minutes by proactively handling routine financial tasks and unlocking critical insights, giving time back to focus on high-value work.

• New Customer Agent: Clients can save time and win more deals by focusing on high-value opportunities and automating lead generation, qualification, and nurturing. The new Customer Agent sources leads from their Gmail inbox, drafts personalized email responses they can edit and send, and tracks customer opportunities in their sales cycle.
• New Payroll Agent: Complete payroll with less of the prep, but all the control and accuracy with a Payroll Agent that works with employees and admins to provide updates, insights, and payroll drafts—even on mobile. Your client’s employees receive messages from the agent that allow them to submit hours to be saved in a payroll draft. Those completing payroll will get notified of any anomalies and can revise and approve the draft for processing.
• Accounting Agent enhancements: The Accounting Agent can now automatically extract transactions from a client’s PDF statements and compare them to information in Intuit Enterprise Suite, identifying errors and suggesting how to resolve them. It will help pinpoint transactions that need more context and gather more information from other users. The agent will now request pictures of your client’s Mastercard credit card receipts in real time, to help save time at month end for your team and your client. 
• Finance Agent enhancements: Manage finances more efficiently with optimized month-end close and a faster path to insights, summary, and analysis with new time period customization, editable AI-generated text in summary highlights and insights, and PDF capability for saved reports. Plus, an enhanced Business Feed now displays KPIs with the highest variance first, and you can drill down on KPIs by dimension.
• Payments Agent enhancements: Find more efficiency and better money outcomes with the Payments Agent that autofills estimates based on a client’s leads content in Gmail and proactively drafts recurring invoices for clients to send to their customers. Use it to monitor a client’s cash flow and optimize invoicing and payment collection.
• Project Management Agent enhancements: Clients can boost their overall productivity and profitability with improved coverage, insights, and accuracy across the agent’s key skills. The Project Management Agent can now convert signed contracts from the Customer Hub into projects, create budgets from spreadsheets, convert estimates into budgets, and provide summaries with a view of total cost, total income, and key factors causing deviations.

Business intelligence

With new tools for reporting, KPIs, and dashboards, your client now gets deeper insights, polished management reports, and real-time performance tracking—all in one place.

• Enhanced reporting: Streamline data analysis, build polished packages, and share insights all in one place—saving time, cutting costs, and delivering clear, board-ready reporting. 
• KPI scorecard: Clients get a centralized, real-time view of their business performance. They can access an expanded catalog of nearly 100 pre-defined KPIs in the KPI library or create custom KPIs. Track select KPIs at the consolidated level, and include them in dashboards and reports.
• Dashboards: Track the metrics that matter most in one view. Start with prebuilt dashboards like Profitability or Cash Flow, or build your own using drag-and-drop widgets. AI summaries highlight trends in plain language, and multi-entity support provides entity-level views, with consolidated views for select dashboards.
• Management reports: Turn standard financials into branded, presentation-ready packages that combine financial reports, KPIs, charts, and written insights into professional, ready-to-share packages—with cover pages, branding, and executive summaries.

Dimension enhancements

New updates make setting up and managing dimensions easier.

• Dimensions on Spreadsheet sync: Clients can boost team efficiency, help ensure accurate financial reporting, and handle more data effortlessly with Spreadsheet Sync’s new dimensions functionality. Create and update dimension values for multiple transactions directly in Spreadsheet Sync—and seamlessly integrate the data with Intuit Enterprise Suite. 
• AI-powered dimension recommendations: Allow a client’s team to focus on higher-priority tasks with AI-driven dimension value suggestions that minimize manual effort and improve dimensional reporting accuracy. For products, services, and fixed assets without default values assigned to existing dimensions, they’ll get automated suggestions for their review.

Bill pay and payroll enhancements

Strengthen bill payment controls, speed up vendor payments, and improve payroll and W-2 processing.

• Bill payment release approvals: Your client can now create automated bill payment release approval workflows to help prevent errors, improve compliance, and get a better handle on their cash flow and A/P process. They can also customize their workflow based on specific criteria and designate a final approver. Note: This feature currently supports single-entity approvals only.
• Instant bill payments: Clients can now pay vendors when it matters most, to help manage cash flow more precisely, avoid costly late fees, and strengthen supplier relationships. They can now choose an “instant payment” option to deliver funds to eligible vendors within minutes. Note: The 1% fee for instant payments has a minimum $10 and maximum of $100. Payments scheduled outside business hours will run at the next available business time.
• W-2 scalability: Rather than running into errors or lagging load times when trying to generate W-2 PDFs, organizations with 100+ employees can access and print W-2 employee copies instantly.
• Run payroll processing improvements: Process payroll more smoothly and save time with enhanced load times and a more reliable experience for companies with up to 200 employees.
• Paycheck corrections improvements: When correcting multiple paychecks from open or closed quarters, your client can track all their submissions in a single ticket.

Experience enhancements

Platform enhancements deliver enterprise power through an intuitive and modern user interface to help clients’ businesses streamline workflows and scale faster.

• New navigation and visual updates: Your client can manage their books, tools, and services more efficiently while completing tasks faster with Intuit Enterprise Suite’s visual updates and new all-in-one integrated navigation experience. They can bookmark pages, pin apps, and choose widgets from an expanded library.
• Customer and vendor data enhancements: Ensure a seamless transition from QuickBooks Desktop with Intuit Enterprise Suite’s enhanced features and data compatibility for customers and vendors—including enhancements to customer shipping addresses, vendor transactions, and improved notes support for vendor details.

Innovation you and your clients can rely on

These updates can enhance your firm’s work by helping you get to strategic business decisions faster, providing more automation for routine tasks while keeping you in control, and supplying more ways to scale financial operations and manage your complex clients.

For more information or to see a demo of Intuit Enterprise Suite, schedule a meeting with one of Intuit’s Accountant team members.

To get the full details, see the Intuit Enterprise Suite fall 2025 release notes.

Important pricing details and product information

Money movement services are provided by Intuit Payments Inc., licensed as a Money Transmitter by the New York State Department of Financial Services. For more information about Intuit Payments' money transmission licenses, please visit https://www.intuit.com/legal/licenses/payment-licenses/.

Terms, conditions, pricing, special features, and service and support options subject to change without notice.