Professional services

Level up to Intuit Enterprise Suite

From engineering and legal firms to IT consultants, Intuit Enterprise Suite helps project-based businesses increase productivity and enhance profitability with AI-powered automation and business intelligence.



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Professional services finance

Optimize your company’s financial management.

Professional services operations

Streamline how you run your business and collaborate with your team.

Deliver profitable projects


From getting new clients to improving project efficiency to tracking and reporting on the work, Intuit Enterprise Suite has you covered.

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Create winning proposals and improve customer satisfaction

  • Leverage historical data to create fast, accurate estimates and track their status from proposal to approval


  • Quickly detail scope of work, deliverables, and pricing


  • Design proposals that reflect your brand using customizable templates and seamlessly convert them to invoices


  • Request and accept deposits on estimates to secure commitment, help increase cash flow, mitigate the financial risk of starting a project, and uphold project policies and procedures
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Optimize your projects

  • Track all project costs, including time, payroll, and other expenses


  • Sync payroll and projects data automatically


  • Automate project budgeting with AI-powered data uploads and imports


  • Access AI-powered forecasting, trend analysis, and profitability goal-tracking


  • Draft, lock, and version budgets, identify potential savings and risks, and get a deeper understanding of how spending impacts profitability
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Get paid faster with automation Intuit’s AI agents

  • NEW! By learning how and when your customers pay, the Payments Agent will suggest strategies for accelerating payment so you can get paid faster1


  • Automate bill and purchase approval workflows


  • Get paid on time using automated reminders and recurring invoices


  • Access funds faster with same-day deposits with Payments


  • Track invoice status and communicate directly with clients
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Make informed decisions

  • NEW! Get help steering clear of costly mistakes with monthly financial summaries, budget insights, and performance monitoring from the Finance Agent2


  • Access real-time project data, including estimates vs. actuals with comprehensive business intelligence


  • Create new reports and KPIs, and sort and filter across projects, clients, and service lines with customizable dimensions and groups


  • Generate reports with 15+ preset professional services templates. Plus, access 200+ more reports and get AI-powered cash flow projections


  • Create executive-level dashboards with management report builder

Work the way you want

From time tracking to payroll to reports, data flows seamlessly from over 850 apps.

Streamline workflows across teams and projects


Intuit Enterprise Suite gives you greater visibility across projects and operations with more automation and easier collaboration.

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Drive operational clarity through integrated project management

  • NEW! Automate estimates, project setup, and profitability targets with the Project Management Agent


  • Track time and expenses by the custom dimensions relevant to your business


  • Sync data automatically between projects and payroll


  • Quickly determine hourly employee cost rates by factoring in pay rate, benefits, taxes, insurance, and overhead


  • Reduce duplicate data entry by seamlessly integrating with apps like BigTime, Clio, Projectworks, and Time Tracker by eBility
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Connect accounting and operations for greater efficiencies

  • Make sure the right people approve a bill before it’s paid with automated approval workflows


  • Reduce data entry errors on bills and invoices with AI-powered error detection


  • Reduce time on eliminations through consolidated intercompany transactions and multi-entity reporting


  • Let your team clock in and out on their own devices to simplify time tracking and payroll 


  • Get real-time change order tracking and reporting
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Share key project data through a connected platform

  • Give project managers access to real-time data on progress, change orders, and budget vs. actuals by project


  • Work on one platform and manage team access with role-based permissions


  • Assign tasks and milestones to your project managers using collaboration tools


  • Record and access project data in real-time with anytime, anywhere access across computers, tablets, and mobile


  • Integrate with HR, CRM, and other key business systems

Deliver projects on time and on budget


Intuit Enterprise Suite helps engineering, management, legal, IT, and accounting firms streamline operations and strengthen profitability with tailored reports, KPIs, and integrations.

See how Intuit Enterprise Suite can work for you

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Connected data for better decisions

"I've seen our people just come alive with ownership of understanding all the financial information like for the first time ever. And they felt very empowered in decision-making... It's really been amazing to see it work and to work so quickly."


Elaine Savell

Controller at Give Clean

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Fast, accurate information to keep you moving

"Time-saving and accuracy of information [are primary benefits]. Especially in our business, the margins are very tight and we have to keep track of every dollar. So, having a program that can integrate with our POS system and give us accurate information quickly is priceless."


Ivo Schilback

CFO The Way Hospitality Group

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Robust features that are easy to use

"Accountants have this idea [ERPs] need to look a certain way to be robust. Other [software solutions] have a high barrier to entry. [Intuit Enterprise Suite] has brought that gap down to where anyone can navigate around it, but there are high-level functions still available."


Keaton Trager

CFO at EV Capital LLC

Resources for firms like yours

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