Join OpenAI and Intuit for a practical look at how small-business owners, operators, and finance leads can use QuickBooks with ChatGPT to understand business performance and turn financial insight into action.
Getting a clear picture of business health often means piecing together a P&L, cash flow statement, balance sheet, accounts-receivable aging, and sales reports. This session will show how QuickBooks in ChatGPT can bring that context into one conversational workflow, helping you ask questions, understand what changed, and focus on what needs attention.
Hear from leaders at OpenAI and Intuit as they demonstrate practical workflows—from checking business health and comparing performance with industry peers to prioritizing overdue invoices and understanding payroll costs.
In this pre-recorded session, we’ll cover:
- How to combine P&L, cash flow, balance sheet, accounts-receivable aging, and sales into a synthesized snapshot of business health
- How to compare profit, revenue, and expenses with similar regional and national businesses and identify the most actionable gaps
- How to prioritize overdue invoices and prepare tone-appropriate reminders for review before anything is sent
- How to explain changes in payroll costs and turn recurring business questions into repeatable workflows