Niv Nissenson

The ERP was once the company's single source of truth. Then came the SaaS explosion, specialized software and increasingly fragmented corporate data. For years, better features won that tradeoff. AI may be about to change it. If AI depends on clean, consistent data, could it push companies back toward centralized systems—and bring about the return of the single source of truth?

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.