Day 2 @ 11:40

The Automation Advantage

Intuit QuickBooks has introduced AI agents that automate workflows while keeping you and your clients in control. In this 20-minute demo, you’ll see the Accounting Agent in the AI-powered bank feed, including collaboration tools to capture missing transaction details and anomaly detection to surface items that need review. You’ll also see the Customer Agent, which identifies new leads from your Gmail or Outlook inbox and drafts personalised follow-ups for you to edit, review, and send - helping streamline new business and keep your pipeline moving.

Daniel Lesmond, Service Delivery Manager, Intuit QuickBooks

×

Daniel Lesmond / The Automation Advantage

Daniel Lesmond, Service Delivery Manager,
Intuit QuickBooks

Daniel Lesmond is a Service Delivery Manager at Intuit QuickBooks. With close to a decade supporting small businesses and accounting and bookkeeping firms across Australia and the broader APAC region, he’s helped teams embed practical workflows and adopt automation across QuickBooks Online, payroll ...

CloseMore