Automate manual work, on your terms with your judgement, fueling your advisory impact
As firms expand their financial management and strategic advisory offerings, they need automated, flexible workflows that scale without compromising standards. Intuit Accountant Suite empowers you to automate repetitive, manual bookkeeping tasks while ensuring your professional judgment remains central to every decision, keeping your firm in full control while unlocking capacity for high-value advisory work.
Books Close (beta) is now available in Intuit Accountant Suite at no additional cost. It includes file review, custom templates, custom statuses, multiple assignees, transaction-review collaboration across clients, AI-powered anomaly detection, and auto-updates to each client's QuickBooks file. (Available in Core & Accelerate plans)
Standardize review steps across your team: Books Close (beta) provides structured, customizable templates, contextual commenting, and status tracking across all your client close engagements at no extra charge. (Available in Core & Accelerate plans)
Pilot Opportunity: Agentic Books Close
As client portfolios grow, month-end close often demands more manual effort instead of scaling smoothly. Agentic Books Close handles preliminary prep work in the background against your firm's standards, allowing you to focus on review, approval, and exception management. Interested accounting firms can try Agentic Books Close early to help test and refine the product prior to broader release.³
Agentic Books Close works according to your firm's standards, automating month-end prep while keeping you in full control with a complete audit log, human-in-the-loop approvals, and AI that learns from your corrections with every close. Key features include:
- AI handles the mechanical prep: Posting pending transactions, reconciling accounts, flagging anomalies, and recommending fixes.
- AI drafts accrual entries: Flagging fixed assets, prepaids, and other accruals, then drafting and posting schedules and journal entries once you approve while learning from your edits over time.
- AI builds closing reports: Variance Analysis and AP/AR Aging reports, assembled into a monthly package you can send clients directly.