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FINANCIAL SERVICES

Clarity across entities

Intuit Enterprise Suite combines multi-entity management, consolidated reporting, AI-powered FP&A, and robust automation—so you can scale with confidence, improve accuracy, and free your team to focus on growth.

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See how Intuit Enterprise Suite works harder for financial services firms like yours

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Real-time insights for profitable growth

Simplify multi-entity management, make smarter decisions with AI insights, and plan for growth with advanced FP&A tools—all from one connected platform.

Grow your multi-entity portfolio

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Grow your multi-entity portfolio

Gain real-time visibility into performance across all entities with consolidated reports and key metrics
Automate routine A/R and A/P tasks with rules for approvals, reminders, and transaction matching
Create flexible, investor-ready reports with up to 20 customizable dimensions tailored to your firm

Make profitable decisions, confidently

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Make profitable decisions, confidently

Identify changes in performance with AI-powered insights that highlight trends and anomalies in real time
Monitor KPIs across entities with scorecards for profitability, cash flow, liquidity, and efficiency
Spot trends and benchmark performance for a complete view of your financial health

Level up forecasting and planning

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Level up forecasting and planning

Use dimensional forecasts to project revenue, expenses, and profit by fund, region, or service
Anticipate short-term needs with a 13-week cash flow forecast based on intelligent predictions
Integrate P&L, balance sheet, and cash flow statements with 3-way forecasting to make informed decisions for growth

Intuit Enterprise Suite gives me peace of mind. It gives me the data I need to make the right decisions with my team, so we can shape strategy and keep growing.”

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Josh Daneshforooz
Co-Founder & CEO at Lango

The multi-entity journal entry functionality was just an immediate cost-saver off the bat. It's a lot of small minutes that add up. Almost immediately, [we] uncovered efficiency improvements and improved the financial data we have available for decision-making.”

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Keaton Trager
FEFA Financial CFO

Intuit Enterprise Suite is built on the framework of QuickBooks, so it's familiar, very powerful but easy to use, and most importantly, affordable. Now I have multiple entities but under one environment.”

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Brian Sergio
Managing Partner at Tranex Consulting

Manage all your companies on one platform

Automate workflows, cut overhead, and see portfolio performance in real time—so you can save time, reduce risk for your firm, and drive profitable growth across every entity.

Streamline business processes at scale

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Streamline business processes at scale

Automate intercompany transactions and allocations to save time and ensure accuracy
Use Intuit’s AI agents to handle routine financial tasks, from accounting to financial planning
Standardize your chart of accounts and optimize dimensions across entities with the power of AI

Save time and money on one scalable platform

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Save time and money on one scalable platform

Connect finances, payroll, payments, workforce, and marketing in one unified system
Manage multiple entities, users, and locations from a single, connected hub
Handle high-volume transactions with faster page loads and batch-job processing

Seamlessly migrate your data

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Seamlessly migrate your data

Make the suite your own with custom data migration and integration support for QuickBooks customers
Onboard fast with a custom setup plan, data migration, and integration support
Fully leverage the Suite with close guidance from your customer success manager

Resources for firms like yours

Intuit Enterprise Suite for financial service firms

Forrester Total Economic Impact Report profitability

ERP data analysis: Your guide to data-based decision-making

What is multidimensional accounting? How to use it + why you need it

https://main--erp--intuit.aem.page/fragments/schedule-call/financial-services-modal

Frequently asked questions

How is Intuit Enterprise Suite better for my construction business?

Intuit Enterprise Suite gives you the power of a traditional ERP plus a more intuitive interface, a simpler onboarding process, and dedicated support—so you get exactly what your construction business needs without anything unnecessary. To learn more about how Intuit Enterprise Suite stacks up against traditional ERPs, click here. If you’re upgrading from QuickBooks Online, your construction business can benefit from the enhanced functionality of Intuit Enterprise Suite—including multi-entity management, dimensional reporting, project dashboards, and more. Manage accounting, payroll, time tracking, multiple companies, and individual construction projects from one central platform.

How can I manage and monitor my business across all companies and their respective projects?

Intuit Enterprise Suite helps you deliver on budget with cross-portfolio visibility from a single dashboard. You can monitor your entire business alongside all your projects, as well as overall profitability using reports and integrations purpose-built for construction businesses. Run reports ready-made for construction, or choose from 15 new reports. You can also save time by managing multiple users, entities, locations, and subsidiaries from a single sign-in, plus, create intercompany transactions with automatic eliminations and see consolidated reports across your business.

How do I leverage the data provided in Intuit Enterprise Suite to improve decision-making?

Multi-dimensional reporting lets you streamline key decisions. Use standard reports, or leverage real-time insights to create investor-ready reports with up to 20 dimensions. You can also consolidate and categorize data across payments and accounting by line item and easily populate comprehensive reports. AI-powered recommendations based on your business’ project income and cost data give you deeper project profitability insights, and click down using industry-tailored reports, KPIs, and third-party integrations with top industry apps like Knowify, BigTime, and Houzz Pro. Real-time job costing, profitability monitoring, and detailed reporting with custom fields let you set project goals and manage project profitability. Rich, transaction-level data and reports filtered by project manager give you the info you need to make faster decisions.

Can Intuit Enterprise Suite help me forecast future financial needs and performance?

Yes. Your last five years of performance data are used to establish baselines so you can plan ahead with accurate projections. You can also set project goals and manage project profitability with real-time job costing, profitability monitoring, and detailed reporting with custom fields. And, as regulations change, you can stay compliant and plan for the future with AI-generated forecasts and granular insights.

Do I still need third-party apps with Intuit Enterprise Suite?

With features like intercompany transacting and consolidated reporting, Intuit Enterprise Suite is built so that certain apps [optional: like Reach, Fathom, LivePlan, and Syft] are no longer necessary. However, Intuit Enterprise Suite supports advanced integrations so you can continue to use apps that support industry-specific needs, such as Knowify, BuilderTrend, and HouzzPro. Never miss a beat and stay productive by integrating your current tools into Intuit Enterprise Suite.

What is the process for migrating to Intuit Enterprise Suite?

Each migration is unique depending on your current platform and your business. Whether you’re migrating from QuickBooks Online, QuickBooks Desktop, or a non-Intuit solution, we’re here to make the transition smooth, accurate, and effective, and we will be your dedicated partners throughout the entire migration process. You will be assigned a Customer Success Manager who will stay alongside you at each phase, and is capable of assigning the necessary resources to your case so that you always have what you need. If you need any customizations or additional solutions in your migration and implementation process, your Account Manager will be available to assist you. To learn more about the migration and implementation process, click here.

Important pricing details and product information

Money movement services are provided by Intuit Payments Inc., licensed as a Money Transmitter by the New York State Department of Financial Services. For details about our money transmission licenses, or for Texas customers with complaints about our service, please visit https://www.intuit.com/legal/licenses/payment-licenses/

#Claims

Get paid faster: Get paid 5 days faster on average when you send invoice reminders with Intuit AI: Based on U.S. Intuit Assist Beta customers using outstanding invoice notifications and AI-drafted invoice reminder features, compared to customers sending standard invoice reminders to the same customers, from January 2024 to August 2024. Not available in QuickBooks Online Advanced.
Finance Agent: 74% of customers say Intuit AI gives them a better picture of their business's financial health: Based on a survey commissioned by Intuit of QuickBooks Online customers using Intuit Assist as of November 2024.