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Intuit Puts TurboTax Inside ChatGPT

Wednesday, November 19, 2025

AI Applications

1. šŸ“Š Ledger IQ Ledger IQ automates transaction categorisation and reporting so your firm cuts data-entry hours, eliminates spreadsheet chaos and increases throughput across clients.

2. šŸ“ˆ Macabacus Macabacus streamlines Excel and PowerPoint modelling and proofing so your team reduces spreadsheet errors, delivers polished client dashboards and improves advisory credibility.

3. āš” Tradify Tradify streamlines quoting, scheduling, invoicing and jobā€‘tracking so your firm supports tradeā€‘clients with efficient workflows, reduces manual entry and improves profitability.

4. šŸ’° Hedy Hedy automates payroll education and compliance tracking so accounting firms support clients with clear guidance, reduce liability risks, and strengthen HR advisory services.

5. šŸ‘„ Skillfully Skillfully assesses candidate skills via realā€‘world simulations so your firm hires smarter, lowers training time and builds a more capable junior team for advisory services.

6. šŸ¦ LedgerBox LedgerBox automates conversion of financial PDFs into structured accounting data so your firm cuts data-entry hours, avoids version-control chaos and improves throughput.

Prompt Ideas

Develop Templates for Quarterly Review Decks

**Role:** You are a **CFO consultant** who builds quarterly review slide templates for accounting teams. **Action:** Develop a **Quarterly Review Deck Template** for presenting **[INSERT CLIENT OR SERVICE TYPE]** results. **Context:** - Audience: internal firm team or external clients - Goal: standardize reporting decks and make data storytelling easy - Tone: professional and visual - Style: slide outline with section descriptions - Variables: - **Client Type:** [Small Business / S-Corp / Internal Department] - **Software:** [PowerPoint / Google Slides / Canva] - **Reporting Period:** [Q1 / Q2 / Annual Review] - Structure: 1. Title and overview slide 2. Key financial metrics 3. Wins and challenges 4. Recommendations 5. Next steps and goals - Output Length: **10ā€“12 slide outline (1ā€“2 lines per slide)**

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