It’s also a market where getting the wrong answer could result in huge liability, so at this point you’re really rolling the dice that you’re a great LLM whisperer. (There’s no such thing as an LLM engineer, at least not yet.)
Right now, the ingestion layer handles most of the heavy lifting—parsing the raw feeds, mapping fields into a standard schema, and ensuring consistency across institutions. Our next version will include layering AI to help with classification and enrichment (e.g. categorizing ambiguous transactions, detecting anomalies, and filling in context where the raw data is thin).
So it’s a mix: the ingestion pipeline makes the data uniform, while AI helps make it more useful and accurate for analysis. As we move toward our “agentic” roadmap, we see AI playing a bigger role in automating the messy parts of ingestion as well.
> “Traditional bookkeeping software assumes its users are trained accountants.”
That’s not the way QuickBooks community talks about their software. I’ve not been in their forums for a while, but a common refrain was to stop users from _trying_ to think like accountants. They would say it’s not the way of QB.