Advanced Custom Reporting with AI-Powered Insights in QuickBooks Online
I would love to see QuickBooks Online introduce more advanced custom reporting features enhanced by AI-powered insights. While the current reports are helpful, creating highly customized reports often requires manual adjustments or exporting data to third-party tools. topgames
An improved reporting system could allow users to:
Build fully customizable reports using drag-and-drop fields
Save and reuse custom report templates across different companies
Apply advanced filters (date ranges, tags, classes, locations, customers, and projects) more easily
Receive AI-generated insights that highlight trends, unusual transactions, cash flow risks, or growth opportunities
Additionally, it would be very helpful if QuickBooks could automatically suggest relevant reports based on business activity, such as seasonal trends, expense anomalies, or profit margin changes.
This feature would save time, reduce reliance on external reporting tools, and help business owners and accountants make better data-driven decisions directly inside QuickBooks Online.
Why this matters:
Many small business owners are not accounting experts. Smarter, more flexible reports with AI insights would make financial data easier to understand and act on, improving overall business performance.