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Sasan Goodarzi
CEO, President & Director, Intuit Inc

Intuit Connect 2025: Innovation Keynotes

📅 Oct 30, 2025 Intuit 68 MIN 31 SEGMENTS · 8 SPEAKERS
Intuit leaders unveiled the latest innovations designed to drive growth for you and your clients. Learn how our all-in-one platform ...

Questions asked in this interview

2
  1. 20:11You guys ready to see it in action?
  2. 23:49All my construction clients and firms in the room?
Sasan Goodarzi 0:00 ↗
How's day two going so far?
I don't know about you, but yesterday's energy I'm absolutely still buzzing. Cissan talked about how we're living in really an extraordinary time, one where we're bringing together the power of AI and human intelligence together to fuel the success of businesses and accounting firms. You know, for over 40 years, Intuit has been a system of record for millions of businesses. Our products kept track of the truth, things like books and payroll and taxes. All of this was trusted and accurate. But now we're moving into something fundamentally different, fundamentally new. We're transforming from a system of record into a system of intelligence. And this is a system that will work for all of you. It'll be the place to gain insights into finances, to take actions that will drive meaningful growth. You know, over the past year, I've really had the privilege to visit many accounting firms, and I've seen firsthand the amazing work that you're doing. You're using data to become more efficient. You're using data to uncover insights faster, and you're using this data to deliver even greater value to all of your clients. So as we are moving towards this future, what I saw is you're already moving towards this future and we're here to help you achieve your goals. That's why I am very, very excited to announce that we are launching Intuit Intelligence. It's a revolutionary system of intelligence that provides you all the things you need to be competitive and to grow your business. Using natural language, you can ask, explore, and build. Simply describe what you need in the prompt in natural language, and it gets to work for you. For example, you can start with something really simple. You can ask about what are the top five expenses. You could say, 'Gather information about last month's bills,' or get a quick snapshot of the P&L for the past 6 months. But you can also get into more complex scenarios. Scenarios like how do I improve revenue for the next 6 months instantly. You get trusted answers. These aren't guesses because they use the data, the data that we have to build those insights. The system surfaces recommendations. It can uncover things like where your cash is tied up. It can show you how to reallocate ad spend. It can even highlight late payers to boost your cash flow. And you can ask it to do the work for you. It can identify, for example, clients with outstanding invoices, draft personalized emails to follow up, and then even suggest discounts to accelerate those payments, all automatically and all in your firm's voice. Intuit Intelligence will not stop at the data that's already in QuickBooks. It will seamlessly connect to external data sources and link them to our secure unified data layer. It will merge financial information, information we generally already had, with operational data, behavioral data all into one trusted source. But here's why this will make it truly powerful. Truly powerful. In fact, I had this conversation with a couple of you this morning. Your firm's data and your client's data will remain yours. You will operate in your own data environment inside of our platform using our AI models, our tools, our insights, all while keeping trust, privacy and control. So for example, you can upload vendor pricing data and get suggestions about savings. You can add industry reports to help you with forecasting. You can even add weather data and see how it impacted sales. Meanwhile, you can connect third-party apps. Another question I've heard from many of you, things from CRM, human capital, operations, marketing, sales and many, many more sources, and it will look for patterns across that data. So let's look at one specific customer use case that we often hear about: month end close. It's time consuming. It's complex. Intuit Intelligence will transform this manual time-consuming workflow. So let's imagine a scenario where a firm is kicking off month end close for its construction clients. Instead of manually setting up these workflows, the accountant simply asks for help. Instantly, Intuit Intelligence connects the data that's in the cloud drive. It finds the right documents. It pulls the firm standard construction client template and even suggests where to start. Like it says, 'Hey, you've got this new client ZL Construction.' From there, it automates the books close process, builds out the workflow automatically and then it proactively sends a report to the client ZL Construction using that template. What once required multiple steps and a lot of time now seamlessly happens powered by Intuit Intelligence. With Intuit Intelligence, you connect your client folders, your spreadsheets, your financial documents directly from your cloud drive into the Intuit platform. All of this will be built around your own templates, your own workflows. And because it's on our platform, the insights and the automations will get smarter and smarter with every close. Now imagine that same process not for one client, but hundreds of clients running in parallel, all powered by Intuit Intelligence. But I did say the word build, right? I said the word build. So why stop there? We're excited to announce that you will soon be able to build your own apps on top of the Intuit platform with Vibe Coding. You'll be able to describe what you want and Intuit Intelligence will build it for you. For example, let's say you want to create a dashboard widget that tracks your top three customers. You'll be able to do that with a simple prompt in seconds. It creates a live chart of your top customers by average revenue. Because we have both internal data and external data, we can use it to vibe code new solutions, solutions that did not exist on our platform before, yet it's running on our platform. So, let's say you want to keep track of the latest tariffs and monitor for your construction clients what the impact of the tariffs will be. You can build that. You can add these widgets to create your own dashboard. Stay up to date on the things that you care about and the things your clients care about. So, think of all the ways that you'll be able to customize and build your own solutions on our platform and you won't have to write a single line of code. So, let's take a look under the hood of what will differentiate Intuit Intelligence from standalone LLMs. I'm sure you're thinking, 'Well, can I just do this stuff on ChatGPT?' Well, first, it will be built on the customer's own trusted financial data. No one else has that data. We'll build a secure, unified data layer that will merge your client's financial data, operational data, and behavioral data into that one trusted source. It will be trained with domain-specific models, ones that understand payroll and taxes and money movement. It'll be grounded in compliance, privacy, and security, so you know you can trust it. And the AI won't be isolated. It'll be connected to our platform and trusted third-party apps seamlessly. Intuit Intelligence will know your business like no other LLM. Because Intuit's data sources will provide that meaningful context that you can't find anywhere else. And with Intuit, you'll be powered by the scale of our platform. Last year, 188 million interactions through our LLMs, 60 billion machine learning predictions per day, and nearly 10,000 AI model deployments, huge scale of data, huge scale of AI, all at your fingertips. This is what happens when you combine the power of modern LLMs, 40 years of domain expertise of Intuit and our data stewardship together. And this is Intuit Intelligence. It's the revolutionary system of intelligence that will help you grow your business and compete. So, I'm excited for us to show you how this actually looks in practice. So, we're going to show you a system of intelligence come to life for small businesses, mid-market, and accounting firms. To kick us off with small business is Joe Preston. Take it away, Joe.
Joe Preston 10:42 ↗
Hello, everyone. I'm Joe Preston. I'm vice president of product and my responsibility is connecting together our Intuit business platform. I've also been an entrepreneur for decades. In fact, my wife and I currently have a side hustle business. We use QuickBooks and Mailchimp every day to run our business. And that's why I couldn't be more excited to walk you through what we're launching. It was a year ago on this very stage. Actually, I was sitting right there in the audience where we brought you into the kitchen with us to share our vision of how we're going to become an all-in-one platform where a virtual team of AI agents and human experts does everything for you. But before we go through what we're going to launch next and what's new and coming, I actually want to step back and highlight a few of the enhancements and improvements that we've been making. Some of my personal favorites on this list are client collaboration where now AI assists you in messaging your clients back and forth to get answers or to collect documents. Auto reconciliation with auto extraction. I see a few non-verbal 'wows' I think over here in the audience from that one. Or how about inline editing and bank feeds now available. Huge time saver. For those of you that customize reports, those are auto saved now. And we have completely new bill pay with approvals built in and user roles built in. And there's many, many more that we couldn't fit on one slide. We've also extended our platform through new partnerships. And I'm very excited about a new partnership that we have with Mastercard. Soon, when businesses use their Mastercard, they'll get a text message from QuickBooks with a link. They can snap a photo of the receipt, upload it, and accountant agent will auto-categorize it to the correct expense. Now, let's dig into what we're launching: our more powerful QuickBooks on the Intuit platform. You'll notice all of our apps are now accessible, including new ones such as the customer hub for CRM. AI is now the brain of the platform. Soon you'll have access to Intuit Intelligence that you can ask anything from business insights, assisting with operations or scenario planning with access to your real-time data or files that you upload. Intuit Intelligence also orchestrates your virtual team of AI agents such as your accounting agent, your customer agent, the payroll agent and payments agent. These assist and automate many of the manual tasks or they deliver insights to you without you doing anything. And speaking of insights, we have our new funnel widgets across the dashboard such as the bills funnel shown here. These show you every stage of your accounts receivable, your accounts payable, or other business processes that you have. All in all, we know that we're unlocking a next level of productivity and growth for our customers and our partners. And we're just getting started. Is everyone still with me?
All right. Well, let's actually go back to where we always start from the lens of a customer. In this case, a small business customer. Let me introduce you to Alejandra. She's the CEO of a construction business with two million in revenue and six employees. She wants to focus on her growth, and for her, that means automating her operations and unlocking insights without having to dig through multiple reports. Alejandra starts her day by opening up QuickBooks. The first thing she sees is the new Intuit Intelligence experience right there on the homepage with some example prompts that she can start with. In this case, Alejandra is going to ask about how she can improve her profitability. And you can see Intuit Intelligence gets right to work in real time analyzing her data and comparing it with businesses like hers. Materials and labor costs stand out as both higher than her peers. And now Alejandra wants to find ways that she can lower her material costs. So she uploads her vendor and pricing list. Intuit Intelligence analyzes the pricing list in real time, breaks down its findings, and even offers suggestions to reduce cost, such as in this case, she can automate her AP with QuickBooks Bill Pay. But Alejandra is really interested in her labor cost. Specifically, what is driving that overtime? So Intuit Intelligence responds with trends and comparisons to businesses like hers and even suggestions. In this case the suggestions are she can adjust her team schedule or she can cross-train some of her staff. Also you'll notice at any time Alejandra can click and see the data and the reasoning that's used by Intuit Intelligence. She still questions that overtime data from July. So using its context and reasoning, Intuit Intelligence routes Alejandra to her accountant via our new collaboration capability built right inside of QuickBooks. This is bringing the power of AI together with data with you, the human intelligence, to increase business confidence. Now let's fast forward to the next day. Now Alejandra is out doing customer business, which is what she loves. Soon she's going to be able to manage the entire lead to cash journey in one place right from her phone. When she's on her phone, she sees that customer agent has found five new leads for her. Five new leads. She taps and she can see these leads are already categorized from hot to cold and key information such as requests for services, actions that have been taken, even estimated sizing is already done. She clicks into Derek. This is a lead who came in from Gmail who's interested in a kitchen remodel. Customer agent auto-drafts a response for Alejandra to review. She can edit it or she can send it. Then her and Derek set up a time to meet tomorrow. The next day she's out on the site visit at Derek's. She captures photos. She captures audio notes which we auto-transcribe to Derek's profile. And now she's ready to close the deal. Customer agent drafts the estimate for her, bringing in the context from the emails, her notes, even her pre-existing services and pricing. Alejandra once again can review it, she can edit it, or with one tap she sends it to Derek and he approves. Now, let's fast forward to when the project is complete. She can convert the estimate to an invoice and send it. Derek pays it and Alejandra gets a notification. And just like that, she's gone from lead to cash, all in QuickBooks, all in one place, all on her phone. Now, let's dive into something that Alejandra does not love doing, and that is chasing down her team for time sheets so that she can run payroll. She's not alone. On average, we see this takes 2 to 3 hours per pay period for someone to do. That's why we've launched Payroll Agent to assist and automate the most manual and time-consuming parts of payroll. Let's go back to one of Alejandra's employees, Ted. Ted just got a text from payroll agent asking about inputting his hours for the week. With just a quick reply from Ted, something that only takes seconds, payroll agent automatically translates this data into structured payroll ready data. Not to mention, it notices anomalies. In this case, Ted forgot to put in his hours for Wednesday. Payroll agent auto follows up with a question. So Ted responds. And with that, done. Time has been tracked. With all the data in, now Alejandra gets a text from payroll agent. The text summarizes her gross pay, total hours, total cost, and asking if she's ready to run payroll. For security purposes, Alejandra's mobile number has already been authenticated as the admin on the account. Alejandra replies yes, and payroll is done. She gets a confirmation and with that she has just gained back hours in her week chasing down data from her team and trying to resolve errors. This gives business owners like Alejandra time back to do what they love and that's grow their business. Now everything that I just walked you through today is either currently available or coming soon. So please go check out our booth for demos or to ask any questions that you have. And while we know that small businesses like Alejandra's face significant challenges, some of which we went through today, it's really larger mid-market businesses that the challenges are of a completely different scale. So, we're going to actually bring out Christine D. Martini to the stage who's going to talk about how we're tackling these mid-market challenges.
Christine D. Martini 20:11 ↗
My name is Christine D. Martini and I'm our VP of marketing for mid-market at Intuit. And this is so special because one year ago, same as Joe, on this very stage, we announced Intuit Enterprise Suite because we shared in the conviction with so many of you in this room that the mid-market solutions needed to be reimagined. You told us, as did our shared customers, that there needed to be a platform in the market that could take the intuitive and easy to use nature of QuickBooks with the power that comes with an ERP, but avoid the pain, the migrations, and the cost that hold businesses back. And from day one, partnering with so many of you in this room, we have been building this together, visiting each other's offices, collaborating on roadmaps, early access programs, councils to co-create this vision and turn it into a reality. Over the last year, we have had four major releases, hundreds of capabilities shipped across multi-entity, business intelligence, industry solutions, end-to-end compliance, and GAAP and automation. And we are certainly not slowing down as we look ahead. This was just a selection. We have another major launch coming in a couple weeks and we will be continuing to release in the winter and the spring and summer. Together with so many of you, we have built what Intuit Enterprise Suite has become: a powerful intelligent ERP that is changing the game for mid-market. We have thousands of happy customers, many of whom are in the audience today along with their accountant partners from QuickBooks to desktop to those that have chosen Intuit Enterprise Suite over legacy ERPs. And they're doing so because, to use their words, this platform is a game changer. First, it is seamless. And I know seamless and ERP are not often used in the same breath, but it's true. From QuickBooks, the access to this is nearly instantaneous. Desktop many move over within a few days and from other solutions under a month. Second, it is powerful, building in all of those complex financial management capabilities required in a system like this, taking those workflows that were taking days and being highly manual and turning that into hours. And it is intelligent, built with this at the core from the very beginning, bringing all the data and insights in one place that have one of our customers, CFO Ed, remarking about how this is a game changer. But okay, enough hype about it. You guys ready to see it in action?
I said, let's hear that. You guys ready to see it in action? All right. Amazing. Okay. Let's start with Seamless. So, we're going to take it back to Horizon Construction where you're going to see many of the soon-to-be released capabilities in action. Alejandra's grown her business. She's brought on Candace, her controller, and Alejandra goes and visits the website to see more about the Intuit Enterprise Suite. She submits her interest. Her and her accountant set up a call with the account manager, decide to move forward, sign the contract, and as they are looking to port those five entities into Intuit Enterprise Suite, it's bringing in their data, their third-party integrations, their classes, all of their structures. So, Candace can get started quickly. From this stage, from this point, Candace now is ready to get started. She logs in and she sees her five entities now all in one platform. But it's not just Candace who is leveraging this platform. The whole team is able to run on Intuit Enterprise Suite. The leadership team, their accounting partners, their finance team, and even their project managers and their crews. With everything configured, now let's take a look at what makes it so powerful. We've taken the multi-entity management in the platform to the next level across how the entities are managed, how the accounting gets done, as well as the reporting. From the accounting app, Candace and her team can manage all of those intercompany transactions, whether it be from journal entries or sales or other allocations. And at the top, AI is surfacing the five expenses that are ready to be allocated and is providing the high confidence recommendations about where they should go based on historical patterns. Now Candace can decide to accept those, change them, edit them, but as she does, the system continues to learn and get more powerful. And when it's time for reporting, one of my personal favorites, and I know so many of you in the room as well, she can access her monthly consolidated reports that you can see here, the expense by vendor, the general ledger, and the budget versus actuals. Also, on a daily basis, their teams can look at construction specific reports such as work in progress, committed costs, or project P&L. And of course, she can customize any report she needs at any time. Candace clicks on the P&L and her dashboard appears. The accounting agent within this P&L, so she's got her P&L, all five entities, her eliminations column, but underneath the accounting agent is flagging an anomaly in the consolidated P&L. It looks like the net profit is actually off track, attributed to a kitchen remodel project in one of the five entities. It provides a root cause assessment and she can click in to see what's going on. Now, as she does, it drops her straight into that kitchen remodel project in the projects module within the Keystone entity. And the agent feed with the project management agent has surfaced that she has invoices that need to be sent out because a phase of the project has been completed. But it's not any invoice. It's an AIA style invoice. All my construction clients and firms in the room? Yes, an AIA style invoice. But it gets better. Within this module, her team can have immediate visibility into the forecasts and the invoices and the budgets and the cost breakdowns by project phase as well. Now Candace can effortlessly move from that consolidated view all the way down to project detail. But the project managers and their teams can also operate out of the system in our soon to launch construction edition. They are... I heard some yeses in the crowd. They are going to be able to run from proposals and budgets to phases and cost codes, progressive invoicing, change orders, profitability tracking, end to end so that they can all operate in the platform together. These are just a few examples of what makes it so powerful, but let's take a look at what brings all the data together and puts the insights at the fingertips of the team. As Alex and Joe discussed earlier, Intuit Intelligence really unlocks that new conversational way to explore the financial and operational data. So Candace asks it, 'Over the last three years, which sales reps have been the most profitable?' Because all the data is in one system, both the financial and the operational, it comes back and shares with her a chart that really outlines the key sales reps and the metric she's looking for. Now Candace can continue to converse with Intuit Intelligence but she decides she wants to durably track these KPIs which now live in her KPI library which includes her standard custom third-party reports where she is able to track this ongoing. And then when it's time to share monthly reports with their CEO, Alejandra can now create these straight from the platform. She selects the new management report. She can add in her KPIs, her visualizations, adjust her time frames, tailor the formatting, and AI powers a summary to dimensionalize the data for which she can edit and enhance. She scrolls through the P&L and the project management report. Once she feels good, she goes ahead and she publishes it to the CEO. This is just a glimpse into what Intuit Enterprise Suite has become. A powerful intelligent ERP that's changing the game. With thousands of customers live and more joining every day, the momentum is undeniable and we could not be more thrilled to be supporting all of you and the clients that you support. It's time to bring your clients into the fold with us and lead this next wave of innovation together. Please come visit us at our booth over the next few days. Please join us on our new LinkedIn page for Intuit Enterprise Suite and help us continue to build and shape what's next. Thank you guys so much for your time. It's incredible to be with all of you.
Sasan Goodarzi 31:12 ↗
Now, let's keep that warm welcome going as we welcome Carla on stage who is going to unveil our AI native platform designed specifically for accounting firms. Thank you.
Carla Reebe 31:37 ↗
Thank you, Christine. Hello everyone. I'm Carla Reebe. I lead our accountant product strategy and I'm not an accountant, but I very much feel like an extended member of this beautiful community. And what's really, really special to me about this role is that I don't just get to build with accountants, I get to build for accountants. So, this one is all for you and I'm very excited about what we have to show today. I am excited to officially announce the Intuit Accountant Suite is now live. As Cissan teased yesterday, this is the one place where you're going to be able to seamlessly manage your clients, your firm, and your team. It is rich with functionality and AI powered experiences so you can scale and serve your clients much more efficiently. Available today, the Intuit Accountant Suite combines the power of our platform, the ability to access all of your clients data in one place, and incorporates the latest AI technology to increase your speed and add a new level of efficiency. Let's take a closer look. First, here's what inspired us. Here's what we heard from you. There's no one centralized place to manage within our QuickBooks platform. You have multiple QuickBooks Online Accountant realms and your clients are spread among them. You're using too many third-party tools to analyze your client data and you don't really have a good way to have visibility into controls and data for different products like tax and payroll and payments. This is our inspiration and this is what the Accountant Suite was designed for. It brings together work, teams, and all of your clients into one place to offer you more visibility and control. This is what your view will look like when you first come into the new experience. Your home hub is now a dynamic dashboard. It's fully customizable with the goal to give you real time insights on what matters most to you. Whether you're an executive of the company or an accountant on staff, you're going to want to see your very own data set and you're going to want to choose whatever makes the most sense for you in this dashboard. In your new Accountant Suite, you will also be able to very easily now consolidate all your realms and have all your clients in one place with all of the permissions, all of the proper allocations with no loss to performance. So, now that you have all of your clients in one place, let me tell you about how we're going to help you by becoming your data platform. Starting with what is one of my favorite new experiences, the AI powered client insights. This is a brand new feature that allows you to query across your
Client data to help you solve problems, get insights, and find opportunities to help clients. You can select from the custom fields. You can select the type of product. You can choose what clients you want to see. And you can select what data you want to analyze. Soon you'll be able to query by whatever parameters make the most sense to you. And in the future, this won't just be Intuit data. It's also about how we're going to help you get work done. You'll also be able to leverage the AI tools such as anomaly detection with root cause analysis which is powered by the accounting agent. In this view, I've selected to CPNL data across my clients. I can see that there's an anomaly in the profit margin for Tracy's Framing. The explanation indicates that the expenses have gone up considerably from the previous month. With the Intuit intelligence in your client insights, in the near future, you'll be able to go deeper with customer data, asking questions, and getting to those answers, whether it be about one client, about a group of clients, or your entire portfolio. So, remember in our dashboard, we saw that Tracy's Framing Company had a change in expenses this month. Let's ask for an explanation. It turns out there was a $15,000 purchase from Furniture by AVA that was categorized as office supplies. Intuit intelligence suggests that this purchase might need to be recategorized as a fixed asset since it looks like a furniture purchase. It also offers to reclassify the transaction and produce a depreciation schedule based on the firm's fixed asset policy. So, let's go ahead and do that and also create the depreciation schedule. I can now review and make edits if I need to. And once I'm done and it feels good, I can just save it and put it on autopilot.
[applause]
Not only can Intuit intelligence execute that for one client, it can also look across your clients for additional anomalies. In this case, it's identified two clients with potential miscategorizations of prepaid expenses. And this is one example of the types of things you're going to be able to do by having one place where you can look across your clients. There are more ways in which we're helping you get work done. We're introducing a new way to streamline work across your clients without leaving the accountant suite. Starting with books close, soon you'll be able to track and work on month-end close for all your clients from one place. This close dashboard shows close status and assignees across all your clients. Let's go deep in one. Let's open up Spa Daycare's October close. This is a customizable workflow where you can complete account reconciliation and reclassify transactions with the AI recommendations from the accounting agent. You can also do an expense inconsistency check. This check shows transactions that are coded differently this month compared to last month. For example, Matco Hardware transaction is coded to office supplies. We can click on it and we can see that this vendor was previously categorized under repairs and maintenance. Intuit intelligence identified this anomaly and recommends the correct categorization. With just one click, the recommendation is accepted and Matco Hardware is categorized correctly. You can also use bulk actions to quickly update uncategorized transactions and all of those changes immediately sync to your client's books. The next experience launching soon will help you streamline your tax workflows. For all my tax folks out there, you will be able to see your ProConnect tax clients within the accountant suite. You'll be able to prepare, e-file, and track the status of the tax returns all from one place. Let's take a look at Curaro Construction's corporate tax return. You can see a step-by-step workflow where you can request client documents, prepare, and e-file the return. Here, we click on a draft tax return and can complete it without ever leaving the accountant suite. And this is just the beginning. Soon, similar to what we just saw with integrated tax, you'll be able to manage your bill pay clients as well from a centralized place where you can further streamline your AP workflows. Now, let's talk about how we're deepening the relationship and our partnership with you, supporting you and your teams. I want to share how we are evolving the ProAdvisor program integrated within the accountant suite and enhanced to really drive your firm's growth. It delivers greater value to accounting firms and their teams with new firm-level rewards, professional development, and community engagement. You will have a brand new dashboard that shows the overview of your team's training and certification, their status, and your ProAdvisor points as well. The new ProAdvisor training program gives you a bird's eye view of certifications, courses completed, and what's in progress. You'll also be able to see at a glance metrics to make sure that your team is progressing properly. And coming soon, you'll be able to assign courses to all of your individual team members and assign due dates. Okay, so far we've covered innovations in client management, intelligent workflows, and team support. Let's talk now about how we're helping improve operational efficiency. You've told us you worry about managing your team's workload. In fact, one firm recently told us that they allocate an entire week of a quarter, lock themselves in a room to work on the firm capacity. We hear you. Our network of experts face the same challenges you do. And over the years, we've actually developed a lot of tools to help solve that capacity problem. So, I'm very excited to announce today that we'll be building those exact capabilities directly into the accountant suite.
[applause]
So, let's take a look at firm utilization. If you're managing a team, you're likely using some kind of spreadsheet tool to help manage everybody's workload. Understanding the impact of adding hours and client work to some staff can have some unintentional consequences for your business. We want to help you better manage your staffing needs with access to firm-wide utilization metrics. Here in the capacity app, you can get an instant understanding of your firm's utilization. You can see what's happening this month. Identify who is stretched thin and who is underutilized. So if somebody comes to you and says they're going on leave and you now need to figure out who will cover their work, instead of starting from scratch, you put that information into the app. The system will immediately show you which clients they are responsible for and provide a recommendation for who can take that work over. The recommendation is data-backed. You'll know why a person was recommended, not just because of their capacity, but for other things that might matter to you, such as their management skills, their industry experience. We'll also show you the before and after of the impacts of that change depending on which employee you end up assigning the work. But you're always in control. You can move forward with what we recommend or you can explore other members of your team that might be better suited. Everything I just showed you today is just the beginning. We're excited about what the future holds for the Intuit accountant suite and its ability to help you manage your firm, your team, and your clients in one place. Come visit us at the booth and we'll show you how to make the move from QBOA. Now, let's welcome David Graham to the stage to tell us a little bit more about how the Intuit Expert platform will be powering the Intuit accountant suite. Thank you.
Morning.
[music]

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Goodarzi, S. (2025, October 30). Intuit Connect 2025: Innovation Keynotes [Interview transcript]. Intuit. CEOInterviews.AI. https://ceointerviews.ai/interview/612248/

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Sasan Goodarzi. "Intuit Connect 2025: Innovation Keynotes." Intuit, 30 Oct. 2025. Transcript, CEOInterviews.AI, https://ceointerviews.ai/interview/612248/.

BibTeX
@misc{goodarzi2025_612248,
  author       = {Sasan Goodarzi},
  title        = {Intuit Connect 2025: Innovation Keynotes},
  howpublished = {Interview transcript, Intuit. CEOInterviews.AI},
  year         = {2025},
  month        = {oct},
  url          = {https://ceointerviews.ai/interview/612248/},
  note         = {Speaker-attributed transcript with timestamps}
}