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Which team uses which tool. Placement decides who sees each update.

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Who uses what

Team tool Company-wideShowback · not an invoice
TeamMicrosoft 365QuickBooks OnlineHubSpotSlackRampOtter.aiZoom WorkplaceShare a year
FinanceCompany-wideUsesNot usedCompany-wideUsesNot usedNot used$5.6k
SalesCompany-wideNot usedUsesCompany-wideNot usedUsesUses$13.8k
OperationsCompany-wideNot usedNot usedCompany-wideUsesNot usedNot used$3.9k
HRCompany-wideNot usedNot usedCompany-wideNot usedNot usedNot used$3.9k

Company-wide tools are split evenly across 4 teams. Tools on several teams split evenly unless you charge them to the owning team.

QuickBooks Advanced adds AI finance summaries and budget alerts

QuickBooks Online · Sep 10
Not on your planRolling outAdvanced onlyFinance
What changed

On the Advanced plan, Finance AI writes monthly performance summaries and flags KPI anomalies. Project AI warns when a project runs over budget. Parts are in beta.

Who it’s for

Finance, and anyone running project-based work.

What you can do now

Nothing yet. You are on Plus, which already includes other AI tools.

What stays with your people

The story behind a monthly summary, and acting on an alert.

What comes next

Not worth upgrading for this alone: list price goes from $140 to $340 a month.

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