Those Sneaky AI Agents
Alicia and Dan examine all seven AI agents now appearing throughout QuickBooks Online, from the accounting agent that's transforming bank feeds and reconciliation to the customer hub that's building out CRM functionality. They test which features deliver genuine improvements versus which ones simply surface existing tools with new branding, sharing specific examples of where the AI surprises them with accuracy and where it still needs work. The discussion covers what's available at each subscription level and practical tips for navigating the new interface while these agents continue to evolve.
LINKS
- (00:00) - Introduction and Hosts
- (02:19) - Discussing AI in QuickBooks Online
- (07:16) - Exploring QuickBooks AI Agents
- (08:20) - Accounting Agent Deep Dive
- (25:37) - Bank Reconciliation Enhancements
- (35:36) - Payments Agent Overview
- (36:47) - Leveraging Customer Insights for Better Invoicing
- (37:24) - Maximizing Cash Flow with Late Fees and Reminders
- (38:09) - Personal Experiences with Payment Agents
- (50:31) - Finance Agent Overview
- (01:00:52) - New Navigation Tips and Tricks
- (01:03:58) - Upcoming Classes and Events
LINKS
- Dan’s AI Agents Article: https://www.schoolofbookkeeping.com/blog/QBOAIAgents
Accounting Agents Toolkit: https://digitalasset.intuit.com/render/content/dam/intuit/sbsegcs/en_us/quickbooks-online-accountant/documents/Accountants-Toolkit-FY25.pdf?cid=dig_fus_mof_fotf_qbo_na_inlk_testid_eng_us
Firm of the Future Articles- Agentic AI: https://www.firmofthefuture.com/product-update/quickbooks-innovation-agentic-ai-2025/
- Accounting Agent: https://www.firmofthefuture.com/product-update/closer-look-at-quickbooks-bank-feed-and-accounting-agent/
- Accounting Agent Anomaly Detection
- https://www.firmofthefuture.com/artificial-intelligence/quickbooks-anomaly-detection/
- Payments Agent: https://www.firmofthefuture.com/quickbooks-proadvisor/in-the-know-s4-e7-payments-agent/
- Customer Agent: https://quickbooks.intuit.com/learn-support/en-us/help-article/intuit-assist/get-started-customer-agent/L6KtREjm9_US_en_US
- Finance Agent: https://quickbooks.intuit.com/learn-support/en-us/help-article/intuit-assist/get-started-finance-agent/L0g3aJO6W_US_en_US
- Dan and Alicia’s Passive-Agressive Income Course in November: https://www.schoolofbookkeeping.com/a/2148177904/FzeLMxRp, Use code OWL25 for 25% off
Alicia’s classes including the Accounting Agents:- New Bank Transactions Feed Class: http://royl.ws/QuickBooks-Online-Banking?affiliate=5393907
- Reconciling in QBO Class: http://royl.ws/Reconciling-In-QBO?affiliate=5393907
- Alicia’s Upcoming Classes:
Products, Services, and Inventory, Nov 18: http://royl.ws/qbo-Inventory?affiliate=5393907
QB Payments Merchant Services, Nov 25: http://royl.ws/QB-Payments-Course?affiliate=5393907
- Dan’s AI Agents Article: https://www.schoolofbookkeeping.com/blog/QBOAIAgents
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Free Live Workshop Wednesdays: https://www.schoolofbookkeeping.com/workshop-wednesday
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Creators and Guests
Host
Alicia Katz Pollock, MAT
Alicia Katz Pollock, MAT is the CEO at Royalwise Solutions, Inc.. As a Top 50 Women in Accounting, Top 10 ProAdvisor, and member of the Intuit Trainer/Writer Network, Alicia is a popular speaker at QuickBooks Connect and Scaling New Heights. She has a Master of Arts in Teaching, with several QuickBooks books on Amazon. Her Royalwise OWLS (On-Demand Web-based Learning Solutions) at learn.royalwise.com is a NASBA CPE-approved QBO and Apple training portal for accounting firms, bookkeepers, and business owners.
