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

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Placement decides which team sees each update. This is a sample company, so changes are turned off.
Not assigned · none

Finance · Ana

2 tools

QuickBooks Online, Ramp

Sales · Jordan

3 tools

HubSpot, Otter.ai, Zoom Workplace

Operations

1 tool

Ramp

HR

0 tools

No HR tools yet. HR still sees company-wide tools.

Company-wide

2 tools

Microsoft 365, Slack

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.

Vendor source(opens in a new tab)