Introducing your QuickBooks Online AI Project Management Agent: Revolutionizing Business Workflows

The business world moves fast, and getting projects from an idea to a finished product can be tough. What if you had a smart assistant to help you every step of the way? Making things more efficient and boosting your profits. Say hello to your Project Management Agent, a game-changing tool built to transform how you tackle projects.

So what exactly is the Project Management Agent? 

Think of your Project Management Agent as your co-pilot for the entire bid-to-profit journey. It's a system that understands how projects work, from the tiny details to the big picture. It can even talk to other specialized "agents" in your business, like those handling customer relationships, finances, or purchasing, to make sure everything runs smoothly and efficiently. 

What can the agent do for me? When you begin a new project, the agent panel appears alongside the project details so that you can ask questions and even upload external files.  

Use your Project Management Agent to track changes, and suggest corrective actions in real time to help ensure optimal project outcomes: 

• Build estimates: Create from your own contracts, external PDF estimates, spreadsheets, and budgets (Intuit Enterprise Suite only). Just drag and drop, or upload the files within the agent panel. 
• Setup: The agent populates project details like project name, customer info, start/end dates, and other customer fields, by pulling from approved estimates and uploaded documents. In Intuit Enterprise Suite, you’ll have the option to Save project and review tasks so that you can delegate to your team and make any adjustments. 

Key functions and benefits: 

Available to  Intuit Enterprise Suite users only:

• Project Planning: It helps you convert your budget into a detailed project estimate, sets up your projects, and even creates a comprehensive project plan complete with all your tasks.
• Project Execution: This agent takes care of project cost allocation and keeps a close eye on your project's profitability as it progresses
• Set goals and track project profitability, income and expenses (w/ Analytics agent) .
• Project Closing: Once the project is done, it generates a concise project closing summary, giving you a clear overview of the results.

Ready to simplify your project management and maximize your success? Your Project Management Agent is here to help you navigate the complexities of project delivery with ease.

Q&A

1. Can I interact with the agent? How?  Yes! When you start a new project, an agent panel appears alongside the project details. You can use this panel to ask questions directly to the agent and even upload external files for the agent to process.
2. How does the agent populate project details? The agent automatically populates key project details such as project name, customer information, start/end dates, and other customer fields by extracting data from your approved estimates and uploaded documents.
3. Who can use the Project Management Agent? Is it available to all QuickBooks Online users?  No, the Project Management Agent is only available to QuickBooks Online Advanced and  Intuit Enterprise Suite users.