What You Need to Know About QuickBooks’ New AI-Powered Features

1.Meet the New Accounting Agent (Now Live in All QBO Plans)

QuickBooks’ new Accounting Agent is more than a feature—it’s a set of AI-driven tools embedded into your day-to-day workflow. You’ll see it pop up in bank feeds, reconciliation tools, and even client communication features. 

🔹 Ready-to-Post 

This new tool acts like a co-pilot for your bank feeds. It recognizes recurring transactions, pulls in historical posting behavior, and suggests complete, pre-filled transactions ready for review and posting. You can access it through a banner or filters in the bank feed. 

Why it matters: 

 If you’ve ever spent hours categorizing recurring entries (like software subscriptions or contractor payments), Ready-to-Post helps you post in bulk—faster and with more confidence. 

🔹 Context Gathering 

One of the most time-consuming parts of bookkeeping? Chasing missing details. The Context Gathering tool flags incomplete transactions and generates a to-do list of what needs to be filled in—without requiring your client to log in. 

You can message clients directly through QBO and even enable AI Assist to help draft responses or send automated reminders. 

Why it matters: 

 If you’re managing books for a busy team or collecting details from multiple stakeholders, this tool can cut down the email chains and speed up your close process. 

2.AI-Powered Reconciliation (Plus & Advanced Plans Only)

This is a standout: you can now upload your bank statement PDFs, and QBO will create a three-way match between your statement, bank feed transactions, and existing QBO records. 

It also flags potential issues like: 

• Transactions excluded by mistake 

• Items still waiting in the bank feed 

• End-of-month timing mismatches 

Why it matters: 

 Instead of spending time digging through old transactions to find what’s missing, the system does the recon work for you—saving hours each month. 

 3.Anomaly Detection (Also in Plus & Advanced)

You’ll notice small blue “sparkles” in the top corner of some report figures. These are QBO’s new anomaly flags, highlighting values that deviate from your normal trends or historical patterns. 

Why it matters: 

 This feature can surface errors or inconsistencies you might otherwise miss—like duplicate income entries, irregular expenses, or major jumps in a specific category. 

 4.A New Look: QBO Interface Updates Coming

In addition to new features, the QBO interface is getting a visual refresh that includes: 

• Updated bank feeds layout 

• Expanded search functions 

• AI-driven Business Feed insights 

• A full-screen (Zen) mode 

• New App Carousel for easier navigation 

These changes will begin appearing as clients opt into the update, and will become the default across all QBO accounts after September 30, 2025. 

If you’ve already seen a pop-up or opted in, you’re likely using the new experience. We’ve seen it in action already with some of our clients. 

What You Can Do Now 

If you’re managing your own books or have an internal team, here’s how to prepare: 

• Get familiar with the new AI tools inside your QBO plan 

• Review your bank feed workflows—Ready-to-Post will be most helpful if your historical categorization is consistent 

• Try uploading a bank statement to test the reconciliation feature 

• Train your team on the anomaly detection symbols in reports 

• Communicate with your clients or leadership team about the new context-gathering and messaging features