Niv Nissenson

Intuit is using AI to defend its moat from AI, but is charging some customers for the shovels. As AI threatens franchises like TurboTax, Intuit is pushing new capabilities into QuickBooks Advanced. We think it should go further: make meaningful AI part of the core QuickBooks experience and use its biggest advantage, customer data and workflows, to fight back.

AI is only as good as the data beneath it. While everyone is focused on copilots and AI agents, the real differentiator is data quality. Using SAP's six dimensions of data quality as a framework, we explore why accuracy, completeness, consistency, uniqueness, context, and timeliness have become essential building blocks for successful AI adoption in finance.

NetSuite continues to post impressive growth, with revenues rising 14% to $1.1 billion. Oracle is also touting more than 100 AI agents and AI-powered features across the platform. But at TheCFOAI, we believe the bigger story isn't the AI features themselves—it's the data foundation underneath them. AI performs best when enterprise data is centralized, structured, and consistent, which is exactly what ERP systems like NetSuite were built to do.