AI, analytics integration: Intuit Enterprise Suite for professional services
Intuit Enterprise Suite is a new business solution to help your growing professional service or project-based business succeed. The powerful suite of tools gives you access to real-time data and AI-powered insights so you can make informed decisions that drive your business forward.
How Intuit Enterprise Suite helps professional services businesses grow
Intuit Enterprise Suite is designed to seamlessly increase productivity and enhance profitability for growing businesses, all in one solution.
- The suite automates your business operations, so you spend less time on manual processes.
- See how your business is doing with AI-powered insights and industry-specific customizations for a holistic view of your business, tailored to your industry.
- Your business has a dedicated partner for setup and every step beyond—a single point of contact as well as access to a team of experts.
Streamline and automate your business operations
Streamline critical aspects of your business, connect data and workflows, and reduce manual work and human error with new levels of automation. Your teams can manage payroll and HR, accounts receivable and getting paid, accounts payable and paying bills, and marketing powered by Mailchimp, to get and engage customers, all in the suite.
Intuit Enterprise Suite’s money tools help companies get paid faster 1 with time-saving features like instantly payable invoices**, automated payment approval, collection reminders, and other functions customized to your business.
Pay your growing workforce, take care of your team, and stay compliant
Intuit Enterprise Suite helps you pay employees quickly, accurately, and confidently. Grow and manage your team with trusted payroll, time tracking, and HR tools 2 from QuickBooks. Payroll, time, and accounting data seamlessly connect and reduce inefficiencies. These connections paired with multi-state payroll tax calculations make it easy to manage your remote employees across the United States.
Customers are saying
"It used to take our bookkeeper and CFO one to two hours a day to enter and review sales invoices. With Intuit Enterprise Suite, we expect this to go down to 15 minutes a day."
- CFO in the financial services sector
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Improve cash flow and automate A/R and A/P
Manage your money and improve cash flow with integrated workflow automation and advanced controls. Streamline accounts payable and accounts receivable and improve cash flow to fuel your growth with payments and bill pay right in the suite. All with preferred transaction rates included with Intuit Enterprise Suite.
Get and engage customers with marketing
Winning customers is crucial for growing businesses. Connect your front and back office using sales transaction data to identify customer segments based on their attributes and purchasing behavior. Create personalized marketing campaigns to drive greater engagement and grow your business. Let AI help you create impactful marketing content in less time.
Intuit Enterprise Suite can help you target ideal customers at the right time using marketing powered by Mailchimp. Create content faster with AI-generated emails and SMS messages 4 in a click.
Manage your workforce
Need HR support 2? Intuit Enterprise Suite can help with that, too. The solution makes your business more efficient by automating new employee onboarding. It also keeps your business in compliance with payroll and tax management for W-2 and 1099 workers. Offer employee benefits like health care, retirement benefits, and workers’ comp 2, all within one solution.
Intuit Enterprise Suite streamlines people management, offering a variety of time tracking and payroll functions to bolster efficiency. Drill down on team productivity and labor costs to connect projects to profits. Employees can use Intuit Enterprise Suite to log their hours and sign off on time sheets.
Granular access to privacy and security controls
Growing businesses need to make sure that sensitive data is safe and private. Custom roles and permissions secure data and increase productivity. Administrators can give users predefined roles such as company administrator, bookkeeper, or payroll manager. Admins can create custom roles and define the exact set of features and data for team members’ specific needs. Users with different jobs and permission levels see only the features and data they need for their jobs. This lets teams work together safely and efficiently in product.
To learn how Intuit Enterprise Suite can power your workforce, book a consultation with our team 4.
AI-driven business insights and industry-specific customization
Intuit Enterprise Suite offers AI-driven business insights and intelligence built on data from across the platform in accounting, payments, bill pay, marketing, and payroll, and industry customization for businesses that offer project-based services.
With robust project financials and integrations with third-party apps, you get a complete view of projects and profitability in one place. It integrates with third-party industry tools like BigTime, pulling critical data into the suite to power more accurate project costing, tracking, and profitability. This makes Intuit Enterprise Suite well-suited for project-based businesses like architecture firms, consultancies, law firms, and non-profit organizations.
Use preconfigured reports specific to professional services businesses, or create your own custom reports to stay on top of your performance. Choose from 12 reports, including job status, P&L by project, and job costs by vendor and project detail.
Use industry-specific reporting to track time by employee and project. Retain the devices your team already uses to clock in and out. Time and payroll data seamlessly flows into Intuit Enterprise Suite, leveraged by AI-driven business intelligence to track the impact of employees on costs and profitability across project, job code, and employee.
Automated accounting and financial planning tools
Intuit Enterprise Suite offers more powerful financial management capabilities, including automated revenue recognition and fixed asset accounting, and AI-powered forecasting and budgeting. Automate revenue recognition by straight-line, percentage-based, or milestone-based schedules, and have fixed assets automatically detected from your bank feed or journal entries. To streamline your planning process, these AI-powered forecasts use your last five years worth of performance to create accurate projections. Use this forecast as a baseline and confidently make updates to your budget and business goals.
Business insights and intelligence
Now more than ever, companies need actionable insights and intelligence to stay ahead. The reporting suite unlocks richer business performance insights. Make more informed decisions using up to 20 customizable dimensions to track what's most important to your business. Teams can choose from standard reports or create custom, multi-dimensional reports to get the views that fit your business, as well as add your company’s preferred KPIs to the performance center dashboard.
A multi-entity platform to manage your portfolio and drive efficiency
As businesses grow, efficiency is key. With Intuit Enterprise Suite, manage entities, locations, and subsidiaries all in one place with a single login. Teams can easily run consolidated reports to track portfolio performance from a single dashboard or drill down on individual entities without going to a separate account or tab. Consolidated reports are simplified through intercompany transactions with automatic eliminations across entities from one place, reducing hours of manual work and errors.
A trusted partner at your side for setup and beyond
Get direct access to a dedicated customer success manager who understands your business goals and delivers the right solution at the right price. They will also help guide you and your team through onboarding to help ensure you’re set up for success. This level of support includes
- Guided set up: Your customer success manager will create a personalized setup plan and answer any questions. Migration assistance is available to help you move from your previous solution.
- Stay up-to-date: Your customer success manager will reach out to you when there's a new feature that can help your business, and set it up with you.
- Insights to grow: Your customer success manager will contact you if there are ways for your business to work better and get more out of Intuit Enterprise Suite.
- Proactive engagement: Your customer success manager will offer regular business reviews. They will provide you with insights and updates and collect your feedback to understand how you can get more from the products. Reach out to them whenever you have questions.
- Resolve open tickets fast: Access top-tier experts across the suite and queue prioritization.
Customers are saying
"[Intuit Support] has been great. They have been there to help us through any issues we've had. A great support."
CFO in the financial services sector
Intuit Enterprise Suite is the right fit for growing businesses
Intuit Enterprise Suite is built for businesses experiencing more complexity in their operations and struggling to manage with their current tools. We are committed to helping these underserved businesses by continuing to bring more of the capabilities they need to market in the coming months.
For existing QuickBooks Online customers, Intuit Enterprise Suite delivers access to more capabilities in a familiar experience. No need to consider time-consuming, disruptive, and expensive data migrations 5 to new solutions with steep learning curves.
QuickBooks Online configurations carry over into Intuit Enterprise Suite, including banking information, customers, vendors, permissions, and even third-party. "For those with multiple QuickBooks accounts, your customer success team will connect them and make them accessible through a single Intuit Enterprise Suite account."
Explore the possibilities with Intuit Enterprise Suite and see firsthand how it can make your business more efficient, provide greater visibility, and drive data-powered business growth. Contact our team 7 for a personalized demo of Intuit Enterprise Suite today.
Frequently Asked Questions
Intuit Enterprise Suite is especially well-suited to businesses experiencing more complexity in their operations and struggling to manage it with their current tools. Businesses who are growing, have multiple entities, or have many projects and transactions and are spending hours every month on manual processes to get clean data to help inform their decisions.
Learn more about what makes Intuit Enterprise Suite a good fit for a complex, growing business.
With Intuit Enterprise Suite, you get end-to-end support with guided setup and training, coordinated care, and professional services***.
If your team has questions about customizing workflows and optimizing app integrations, your assigned customer success manager and their team of technical experts are ready to assist you. Plus, extended service hours mean you get faster answers and support.
Intuit Enterprise Suite offers flexible contract-based pricing and preferred rates, customized to meet your businesses specific needs.
Pricing configurations may be based on:
- Single or multi-entity versions
- The amount of users your business needs
- The add-ons your business prefers
To learn more, please contact our team to schedule a consultation.
Disclaimers
** 1.75% fee applies
[1] 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/. Not available in US territories or outside the US
[2] HR and Employee Benefits are provided by third-party partners.
- Workers’ comp powered by NEXT Insurance
- HR support by Mineral
- QuickBooks 401(k) by Vestwell
- Health benefits / insurance by Allstate
[4] SMS Marketing: SMS is available as an add-on to paid plans only. Application and agreement to terms is required before purchasing credits. Messages can only be delivered to contacts in the country selected. SMS credits are added to your account after purchase and approval. Credits are issued monthly and unused credits expire and do not roll over. Pricing varies. See terms for details.
[5] Data Migration: Data migration is currently available for a limited time at no additional cost only to existing QuickBooks Desktop or Enterprise customers who are migrating to Intuit Enterprise Suite. A consultation is required. Some data may not be eligible for migration. Pricing, terms, conditions, special features and service options are subject to change without notice. Additional data migration services may be available at additional cost through third-party partners.
[6] When you schedule a demo, you agree to permit Intuit to use the information provided to contact you about Intuit Enterprise Suite and other related Intuit products and services. Your information will be processed as described in our Global Privacy Statement.
*** Professional Services: Requires a separate agreement. Pricing, terms, conditions, special features and service options are subject to change without notice.