video1.0<iframe src="https://www.loom.com/embed/bafd254b18a4447d8e3f234c14a2e843" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/bafd254b18a4447d8e3f234c14a2e843-61da59dde20a1b28.gif2862.68This Loom focuses on new and evolving agentic AI and assistant capabilities for reporting, draws, and document matching. The presenter demonstrates how users can drag in an existing report and have the AI replicate it, remove or adjust columns, and save a custom draw format for reuse, reducing manual hours spent editing Excel and client-ready draw packages. They also discuss practical integration issues including negative draws not syncing to QuickBooks and credit memo alternatives via journal entries, as well as QuickBooks Desktop to Online document handling with an option to upload and match up to 25 documents at a time. Finally, they cover operational support topics like PO open balance missing due to a release, typical QB to Adaptive sync speed for online being near-instant, and encourage reporting delays or issues to support with specific examples and URLs.