Intuit Enterprise Suite new features: July 2025

We’re continually bringing new innovations to Intuit Enterprise Suite to make work better for your clients. Our latest updates focus on growth, productivity, and business intelligence features that complement your expertise so you can deliver even better service. See this document for the full release notes and check out this webinar specifically on the new features. 

Manage multi-entity finances with ease

• Multi-entity reporting and dashboards: Get a comprehensive view of multi-entity business’s AP, AR, vendor expenses, and transactions with four new consolidated reports. Plus, get a holistic picture of intercompany debits and credits right in the multi-entity hub without having to navigate to each entity. Simplify analysis across entities that use similar categorization by filtering or configuring consolidated reports by cross-entity lists for the chart of accounts (COA) or dimensions.
• Intercompany allocations for checks, plus done-for-you multi-entity allocations: Now, assign intercompany allocations to checks, and see proactive suggestions for intercompany allocations for checks, bills, expenses, and bank feeds, letting you review and modify as needed. Allocations can now be calculated based on percentage of sales, expenses, or assets across relevant entities down to the item, product, or service level.
• Intercompany sales: Streamline intercompany sales with the ability to invoice other entities that then appear as bills. Once accepted, the bills become linked transactions that flow into your consolidated reports. These linked transactions can be reviewed separately from external transactions in the multi-entity hub.
• Shared dimensions and COA: Standardize your COA and dimensions across your entities. Dimensions will also be available on your intercompany journal entries. When you update your Shared COA or Shared lists, the changes will automatically be applied to all relevant entities and transactions

Get deeper business intelligence to help guide your clients towards success

• AI-powered report insights: Streamline financial report review with AI-powered insights on your individual and consolidated P&L and Balance Sheet. Intuit Enterprise Suite will surface changes in trends, along with more detail in a visualization of historical data.
• KPI scorecard: Create a customized scorecard of key performance indicators using an exclusive library of 30+ pre-defined KPIs across growth, profitability, cash flow, liquidity, and efficiency measures. Click on each KPI to see a detailed view of its description, formula calculation, relevant time period, and trend graph visualization (functionality available at the entity level only).

• AI-powered cash flow forecasting: Use the enhanced cash flow tool to create a 13-week and 12-month cash flow forecast. Filter from monthly or weekly views for granular, short-term planning so you can make timely adjustments to your financial operations. Delve into deeper detail to see the transaction data that influences cash flow projections. Fine-tune forecasts by adding or editing planned items to more accurately reflect anticipated cash movements (functionality available at the entity level only).
• 3-way financial planning: Create a comprehensive financial forecast across your P&L, Balance Sheet, and Statement of Cash Flows by linking the appropriate P&L accounts with the corresponding Balance Sheet accounts (functionality available at the entity level only). 
• Enhanced dimensions: Improve the depth and accuracy of dimensional reporting and analysis while optimizing efficiency. Assign dimensions to products and services and fixed assets list items up front so they automatically populate on forms such as invoices and bills. More quickly assign dimensions on transactions using Apply to all or Apply to empty lines. And, apply dimensions to two more transaction types: delayed credits and delayed charges (functionality available at the entity level only).

Drive performance for project-based clients

• Deposits on estimates: Your clients can request deposits on estimates. To provide accurate accounting, a deposit payment will be recorded as a liability until the estimate converts into an invoice. If your client uses Payments, they can accept deposit payments online by ACH, card, or Apple Pay.
• Employee cost rate calculator: Quickly determine an hourly employee cost rate with a built-in calculator in Projects. The calculator will guide you through the costing journey by providing entry fields for common factors such as pay rate, benefits, taxes, insurance, and overhead (excludes overtime cost rates).
• Enriched project budgeting: Draft, lock, and version budgets as part of project management and approvals workflows. Use budget versioning and auditing to track how estimated costs have changed over the course of a project and different versions of budgets. Monitor project finances with the new budget tracker widget, and receive immediate notification when the costs of a project exceed the allocated amount.

Add flexibility and capability to payroll

• Effective dating for pay types: Schedule changes to employee compensation (base pay and additional pay types) to take effect in a future pay period. For one-off pay type assignments, add start and end dates so that a pay type can be automatically unassigned from the employee.
• Paycheck corrections—closed quarter: For a closed quarter in the current year or year before, you can now void, edit, and record past paychecks. As you record a past paycheck, you can decide whether to sync the transaction to your books.
• Employee compensation enhancements: When setting up or editing compensation in an employee’s profile, you’ll see the account mapping of each pay type to help you keep it up-to-date. Additional pay types include taxability settings so you’ll know how the pay types will be taxed and mapped to various tax forms such as the W-2. Additional compensation enhancements include the ability to add an hourly rate for a salaried employee.

Help boost overall productivity with performance enhancements

• Global search: A new global search experience allows for a more natural search using everyday language rather than precise keywords. Faster and more powerful than previous search capabilities, the new search experience delivers a full page of search results with integrated and searchable features, reports, and help center information. You can also filter by dimension, and directly type filter criteria in the search bar. 
• Platform performance enhancements: Intuit Enterprise Suite now offers a more responsive experience for businesses with a larger volume of transactions or multiple entities, along with optimized page loading, improved job processing speeds, and improved performance for larger transaction volumes.

Get more done with Intuit’s AI Agents

Automate tedious manual tasks so you and your clients can save time and focus on what’s important. AI agents aren’t chat bots—they complement your expertise by actively performing tasks with guidance and direction. The more you work with them, the smarter they get.

• Accounting Agent: Automatically categorizes transactions, detects and resolves anomalies, and reconciles accounts—flagging what needs approval or attention from you or your client with accuracy you can count on. The Accounting Agent can even facilitate your monthly books close, including AI-powered reconciliation of your bank statements.
• Payments Agent: Automates and streamlines payment collection by analyzing your customers’ behaviors and implementing hyper-personalized payment strategies to accelerate cash flow—including recurring payments, invoice reminders, deposits, and late fees.

• Finance Agent: Acts as an intelligent partner in your financial performance management by consolidating data from P&L and Balance Sheet to deliver monthly financial summaries.

• Project Management Agent: Automatically creates estimates and populates project details, tasks, deadlines, and priorities from uploaded documents. Provides suggestions for profitability targets based on historical data, and automatically allocates project costs for more accurate project costing and budget management. Plus, get summaries and highlights of project performance and profitability.

Explore what Intuit Enterprise Suite can do for your clients

With robust improvements built for efficiency and productivity, Intuit Enterprise Suite is ready to keep your growing clients growing and streamline work. Contact us for a demo.

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/. Account subject to eligibility criteria, credit, and application approval. Not available in U.S. territories or outside the U.S.