Staff Product Designer · AI Systems · Fintech

Designing a system that makes business complexity feel simple.

I build AI-native products and design infrastructure for professional workflows at scale. Currently at Intuit, making enterprise accounting feel effortless for 10,000+ firms.

10K+

Accounting firms onboarded in 4 months

15+

Product teams aligned

40%

Feature adoption, Client Insights

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Selected work

Agentic AI · Books Close · Fintech

Agentic Books Close

Defined how to show where close work stands, where accountants provide input, and the setup and collaboration an agent needs — so agents can help deliver monthly books close faster.

60%

Less close prep time

Faster blocker detection

100%

Human-in-the-loop

Books Close Mar 2026 CLIENT SETUP BOOK RECON REVIEW REPORT STATUS Summit Dental 2 2 1 In progress RetailCo Closed Forma 12 3 1 - Client input Acme Mfg 4 - Reviewing Lumen 2 1 In progress

Analytics · AI-native · Fintech

AI-Powered Portfolio Intelligence

Transformed QuickBooks from a siloed per-client based reporting system into a queryable, firm-wide intelligence platform — giving accounting firms their first portfolio-wide view across 250–1,800+ clients.

40%

Feature adoption

250+

Clients per firm

0

External BI tools needed

PORTFOLIO INTELLIGENCE CLIENT REVENUE MARGIN CASH TREND $24,850 12.4% $147k 1.38x RetailCo $35,000 8.7% $82k 0.82x $18,200 19.2% $210k 1.12x $31,400 15.8% $95k 1.05x $22,100 11.1% $118k 0.94x ANOMALY DETECTED $35,000 !

Multi-Tenant AI

Redefined how Intuit's GenAI behaves for professional accountants — moving it from a generic chatbot to a context-aware, multi-tenant intelligence engine with three foundational architectural principles.

AI ArchitectureMulti-tenantStaff IC

↑ Client health checks: hours of navigation → seconds of query

INTUIT ASSIST @RetailCo @TechStartup @LawFirm compare Q3 revenue trends CROSS-CLIENT ANALYSIS @ mention Ask across clients

Accountant Suite, 0→1 to Launch

Broke a multi-month executive deadlock with a functional coded prototype — securing investment for a 100+ person org and a product adopted by 10,000 firms within 4 months of launch.

Platform0→1Enterprise

↑ 10,000 firms adopted · 100+ person org secured · Enterprise market unlocked

Accountant Suite
Clients Services Data Team
Client Management
Acme Corp QBO · Payroll Good
RetailCo QBO · Apps Review
TechStartup QBO · Advisory Good
Service Delivery
Books Close · Mar Sarah K. 78%
Payroll Run Miguel R. Done
Tax Prep · Q1 Priya N. Due Apr 5
Data Intelligence
Net margin ↓ 4.2% Acme P&L Anomaly
AR past due ↑ 18% RetailCo Flag
Runway 14 mo TechStartup Healthy
Team Management
Sarah K. · Senior 32 hrs 87%
Miguel R. · Staff 28 hrs 64%
Priya N. · Staff 40 hrs Over
10,000 firms · 4 mo 11 tools → 1 platform

Managing Work as a Platform

Transformed work management from fragmented features across QBO, Mailchimp, and TurboTax into a unified L1 platform capability — defining the design architecture, operating model, and governance framework for 15+ offering teams.

Design SystemsPlatformCross-ecosystem

↑ 15+ teams aligned · FY23 + FY24 roadmaps defined · DACI operating model established

Work Management · Board view
To Do · 4
In Progress · 2
Done · 6
Update task specs
Define DACI roles
Draft FY24 roadmap
Build board view
Governance model
✓ Ship v1 widget
✓ Align 15+ teams
✓ Token library
Design tokens
Sprint review
About

Designing at the intersection of AI, complexity, and scale.

I'm a Staff Product Designer at Intuit, where I've spent the last several years making some of the most cognitively complex professional workflows feel effortless — accounting operations, enterprise-level practice management systems, and AI-powered financial intelligence for tens of thousands of firms.

My work lives at the intersection of product strategy, systems thinking, and craft. I don't just design screens — I define frameworks, align organizations, and build the design infrastructure that lets teams move faster and more coherently.

I'm looking for my next challenge at a company building something ambitious — where design has a seat at the strategy table.


Outside work

Sports and the outdoors found me late — they weren't part of how I grew up — but that's exactly what made falling in love with them meaningful. Picking things up from scratch, getting better at something unfamiliar, figuring out how to push further than you thought you could: that's genuinely fun to me. It's the same instinct that pulls me toward new food, new places, and new experiences whenever I can find them. Dark chocolate and a strong coffee are non-negotiable constants in all of it.

Baking is my other outlet — there's something satisfying about a process that requires precision and rewards patience, which probably says something about how I approach design too.

I care a lot about doing what's right, even when it's inconvenient. And if a friend needs me, I show up.

LinkedIn ↗ sunaksg@gmail.com
Sunakshi Gupta

Expertise

Craft

AI-native product design

Systems

Multi-tenant architecture

Platform

Design systems & governance

Strategy

0→1 product vision

Leadership

Cross-functional alignment

Domain

Fintech · SaaS · Enterprise

Methods

Research-led discovery

Tools

Figma · Prototyping in code

Let's work together.

Open to Staff and Principal IC roles across Bay Area and remote.

Intuit · 2025 – 2026

AI Architecture · Multi-tenant · Staff IC

Designing Multi-Tenant AI for Professional Accountants

Redefining how Intuit's GenAI behaves for professional accountants — from a generic single-user chatbot to a context-aware, multi-tenant intelligence engine with cross-client @ mentions.

Intuit's GenAI was built for small business owners — but professional accountants managing hundreds of client files needed an AI that understood multi-tenant context, permission boundaries, and professional-grade responses.

I advocated for the accountant persona, defined three foundational AI architectural principles, and designed a two-level delivery roadmap — culminating in the @ mention feature that enabled cross-client queries from the IAS dashboard in seconds instead of hours of file navigation.

Role Staff Product Designer
Team Design, PM and Engineering
Timeline 2025 – 2026
Company Intuit

Intuit's GenAI framework was originally built for Small Business Owners — people who benefit from basic guidance like tax term explanations and simple categorization tips. When professional accountants, who manage hundreds of clients simultaneously, used this same AI, the results were jarring.

The AI couldn't distinguish between the accountant and their client. It gave CPAs advice meant for beginners. It had no concept of "I'm working across 200 client files right now." And it forced accountants to manually hop into each individual QuickBooks file — one at a time — to perform any real professional work.

I identified this gap, named it the "Identity Crisis," and argued to the business that we were actively alienating our most powerful users.

Before defining how Intuit Intelligence should behave in IAS, I ran qualitative research with partner-to-mid-level accountants across accounting firms — exploring how AI fits into professional practice today, their willingness to adopt it, and what they'd trust an IAS chatbot to do.

6 interviews Partner to mid-level Qualitative study

01 AI familiarity & acceptance

  • Most accountants are already using AI for small tasks — data entry, email drafts, research, and marketing content for social media — but rarely for core professional judgment work.
  • Firms are cautious about sharing client data with AI because of security and trust concerns; a smaller set is beginning to experiment with AI-driven audit and tax analysis tools.
  • When they do reach for AI, users look for automated categorization, anomaly detection, and insights that support decision-making and financial planning — not generic chatbot answers.

02 Primary use cases by role

Firm leadership

Partners & directors

Analyze financial data to identify trends and patterns; generate reports and presentations; automate administrative tasks that pull them away from client relationships.

Review & compliance

Managers & seniors

Review financial statements for accuracy and compliance; identify and correct errors; perform risk assessments and audits with AI-assisted review, not replacement.

Day-to-day execution

Staff & associates

Data entry and transaction processing; basic financial analysis; routine reports and client communications — the repetitive work they'd most want automated first.

03 Expectations for IAS Intelligence

Users expected the chatbot to be a trusted advisor — not just a task automator. They wanted intelligence that understood their firm, their workflow, and their clients.

Understand me

Recognize the firm's history and unique needs — industry focus, client mix, software stack. Understand current workflow and context: what task am I on, what's my goal? Proactively surface issues and opportunities from firm data with actionable recommendations.

Go beyond summaries

Provide insights with context and explanation — not just data dumps — so accountants can make decisions and have better client conversations without re-processing raw numbers themselves.

Be my partner

Help me work faster by automating tedious tasks and offering intelligent suggestions at the right moment — augmenting expertise, not replacing professional judgment.

Earn trust first

Be transparent about how the AI works, what data it uses, and how it reaches conclusions. Security and explainability were prerequisites before firms would let AI anywhere near client books.

These insights directly informed the product direction: persona-aware responses for accountants, @ mention scoping for multi-client context, and architectural guardrails around permissions and data sovereignty — translating research expectations into shippable IAS Intelligence.

  • Identified the "identity crisis" gap — that the existing AI was providing amateur-level responses to expert professionals — and built the case to the business to fix it
  • Defined three foundational AI architectural principles (Sovereign Context, Scalable Authority, Permission Persistence) that now govern how Intuit AI behaves across multi-client contexts
  • Designed the two-level delivery roadmap, navigating real technical constraints while continuously pushing for the multi-tenant future state
  • Invented the "@" mention interaction — the hero feature that enabled true cross-client AI queries from the IAS dashboard

Research surfaced four user expectations — trust, human empowerment, tangible value, and workflow context. These three architectural principles translated those insights into system-level rules for multi-tenant AI — not surface-level UI fixes.

Sovereign Context

Each context has its own conversation space — IAS and QBO chat threads stay completely separate so accountants can share screens with clients without leaking firm intelligence.

Scalable Authority

Access scales based on entry point — universal portfolio authority in the IAS Dashboard, automatically narrowing to single-client scope inside an individual QBO file.

Permission Persistence

The AI is an interface, not a loophole — it strictly inherits each user's existing RBAC and cannot see or act beyond what the human is authorized to do.

A two-level delivery roadmap — first establishing the accountant persona and embedding AI in the IAS dashboard, then shipping the @ mention solve that unlocked true multi-tenant queries in Intuit Assist.

Level 1 — Persona & IAS embedding

Making the AI recognize who it's talking to — establishing the accountant as a distinct persona so the AI stops giving CPAs beginner-level advice, then embedding intelligence directly in the Accountant Suite.

IAS embedding

Intuit Intelligence embedded in IAS Dashboard
AI panel alongside the full Accountant Suite — intelligence without breaking workflow context.

Client scope chip

Intuit Intelligence client context dropdown
"My practice" chip expands to a searchable client list — scoping queries to a single file while multi-tenant infrastructure was being built.

Level 1 fixed the identity crisis and shipped a pragmatic path: persona-aware responses inside the IAS dashboard, with a scope chip that anchors queries to the right data environment and expands into a searchable client picker.

Level 2 — @ mention multi-tenant queries

The hero feature — typing "@" to scope a query to any client file and get a specific, data-backed answer without leaving the IAS dashboard.

@ mention picker

Intuit Intelligence @ mention client picker
Typing "@" triggers a client picker — each selected client becomes a scoped reference in the query.

Scoped answer

Intuit Assist answering a scoped @ mention query about Tracy's Framing with data-backed reasoning
Shipped in Intuit Assist — scoped follow-ups, specific answers, and "Show data and reasoning" for auditability.

Level 2 unlocked true multi-tenant AI: an accountant tags @Tracy's Framing, asks why raw material costs spiked, and gets a specific answer — misclassified vendor invoice, amount, and document number. Cross-client synthesis without leaving the IAS dashboard. A task that previously took 45–90 minutes of manual file navigation now returns in seconds.

The three architectural principles I defined became the governing framework for how Intuit AI behaves for all professional users — a reusable foundation that any future AI feature in the accountant ecosystem builds on.

Cross-client workflows that previously required hours of manual file navigation were reduced to seconds of natural language query.

The hardest part of this project wasn't the design — it was the advocacy. Convincing a business that its most powerful AI feature was alienating its most valuable users required framing the problem in business terms: these accountants manage the majority of data in the Intuit ecosystem, and if they don't trust the AI, adoption fails.

Intuit · 2022–2024

Platform · 0→1 · Enterprise · Staff IC

Intuit Accountant Suite

When Intuit needed to break into the enterprise accounting market, the strategy existed only in documents — stalled for six months. I ended the deadlock with a functional coded prototype that secured a 100+ person business unit and 10,000 firm adoptions in 4 months.

QBOA dominated small-firm accounting but couldn't run mid-to-large practices — firms stitched together ~11 tools while leadership debated a 40-page strategy for six months.

I built a functional coded prototype of the full Intuit Accountant Suite — consolidating client management, service delivery, data intelligence, and team management into one unified platform — and used it to break the executive stalemate and fund a new business unit.

Role Staff Product Designer
Team Design, PM and Engineering
Timeline 2022 – 2024
Company Intuit

QBOA had become the dominant accounting software for small firms — so dominant that the market was effectively saturated. To generate meaningful new revenue, Intuit needed to move upstream into mid-to-large accounting firms: a completely different customer with far more complex needs.

The existing QBOA couldn't run a firm. It couldn't manage teams, track service delivery across hundreds of clients, or give partners the visibility they needed to run a practice at scale. Research showed these larger firms were stitching together ~11 different tools just to operate. For six months, leadership couldn't agree on how to move. I decided to change the medium.

  • Built the functional coded prototype that broke a multi-month executive stalemate — directly securing investment for a new 100+ person business unit
  • Defined the four strategic pillars of the suite — Client Management, Service Delivery, Data Intelligence, Team Management — which became the product roadmap foundation
  • Established a Co-Development Framework with leaders from mid-to-large accounting firms to validate the product before a single line of production code was written
  • Led design from vision through launch — through to 10,000 firm adoptions in the first 4 months

Four strategic pillars that became the product roadmap foundation — each solving a distinct fragmentation pain for mid-to-large accounting firms.

Unified Client Management

End-to-end client lifecycle — lead generation, onboarding, and active service delivery in a single persistent profile with 360° client health visibility.

Integrated Service Delivery

Service queue and accounting work in one screen — eliminating the hundreds of daily context switches between management tools and QuickBooks.

AI Data Intelligence

Client Console leverages dormant firm data for proactive next-best actions — elevating accountants from reactive bookkeepers to strategic advisors.

Team & Workload Management

Real-time workload distribution, role assignment, and staff productivity visibility — so partners can see over- and under-utilization before it becomes a delivery problem.

A functional, high-fidelity coded prototype — not a slideshow, but a clickable system navigating from client acquisition through service delivery to AI-powered insights in a single session. Seeing the 11-tool burden consolidated moved the conversation from "should we do this?" to "how do we start?" within weeks.

Marketing & onboarding

Marketing and onboarding
End-to-end experience starting from the marketing page through to the live product.

Sign-in & acquisition

Sign-in and acquisition
Sign-in flow with client migration offer — reducing switching friction for large firms.

HomeBase — firm dashboard

HomeBase firm dashboard
Priority tasks, calendar, disconnected accounts, and product updates in one view.

Client AI profile

Client AI profile
Profit trend chart + AI-generated advisory talking points per client.

Pillar 1 — Client Management

Every client in one unified roster — accounting solutions, products, attached apps, and billing type visible at a glance. No CRM required.

Client list — unified roster

Client list — unified roster

HomeBase — firm-wide intelligence

HomeBase — firm-wide intelligence

Pillar 2 — Service Delivery

Service delivery meant working client-by-client through planning, checklists, transaction review, and financial statement prep inside each client file — with no firm-wide view of where close work stood across the book.

Firm-wide Books Close overview

Books Close overview — firm-wide table of clients, periods, due dates, assignees, status, and task completion
The firm-wide view partners had — every client's close period, due date, assignee, status, and tasks done in one table, but not where input was still needed or what setup the agent required to start working.

Client-by-client manual close

Manual monthly close checklist — planning, monthly checklist, transaction details, and financial statements inside one client file
The work accountants did today — one client at a time through planning, checklists, transaction details, and financial statements, with no view across the firm's book.

Pillar 3 — AI Data Intelligence

300 clients queryable across expenses, revenue, ratios, and AR past due — with colour-coded anomaly signals and AI drill-down per client.

Portfolio table

Client financial insights — portfolio table

AI anomaly drill-down

Client P&L — AI anomaly drill-down

Pillar 4 — Team Management

Design provocations for workload distribution — roster performance and weekly capacity planning before delivery problems surface.

Team roster & performance

Team management — roster and performance

Capacity planning

Capacity planning — weekly allocation

I established a Co-Development Framework with leaders from mid-to-large accounting firms to ensure we were solving their most expensive problems before committing to production. I ran intensive workshops to map the 11-tool fragmentation in detail — those workshops directly produced the four pillar structure.

The prototype I built ended a six-month strategic stalemate and secured investment for a dedicated 100+ person organization. The suite launched and reached 10,000 firm adoptions within 4 months — positioning Intuit as a credible competitor in the large-firm market for the first time.

Intuit · 2023–2025

Analytics · AI-native · Data Platform

AI-Powered Portfolio Intelligence

Transformed QuickBooks from a siloed per-client based reporting system into a queryable, firm-wide intelligence platform — giving accounting firms their first portfolio-wide view across 250–1,800+ clients.

Client Console is an AI-native analytics platform that gives accounting firms a queryable, portfolio-wide view across every QuickBooks client file — without external BI or manual exports.

Unlike per-client reporting tools that leave firms blind at scale, it surfaces anomalies, trends, and segmentation-specific dashboards in one firm-wide intelligence layer.

Role Staff Product Designer
Team Design, PM and Engineering
Timeline 2023 – 2025
Company Intuit

QuickBooks was built around a fundamental unit: the individual client file. For a firm with 500 clients, getting a portfolio-wide view wasn't a feature gap — it was an impossible task. Firms were paying for external BI tools, building custom Excel macros, or simply going without the visibility they needed.

QuickBooks per-client reports UI — Profit and Loss, analytics, and drill-down views
The per-client reports UI accountants already knew — navigate in, run P&L, drill into line items, export. Then repeat for the next client file. And the next. Hundreds of times across a firm's book.

Two personas from 27+ CAS research interviews — staff and director levels, both living inside the same siloed-client-file problem.

Jane Horton

Sr. Accountant

Responsibility

Prospects new clients, scopes engagements, produces complex work, reviews simple work, and serves as client point of contact.

Personal goals

Passing the regulation portion of the CA CPA exam — with the same attention to detail her client work demands every day.

Opens client files one at a time — no portfolio-wide view without hours of manual review.

Jane Horton, Sr. Accountant

Stella Medina

Director

Responsibility

Leads client engagement PODs — prospecting, scoping, producing complex work, reviewing simple work, and acting as primary client contact.

Personal goals

More time away from Saturday catch-up work. Building firm relationships and supporting colleagues' growth.

Oversees hundreds of clients but reviews them in isolation — firm-wide intelligence was impossible at scale.

Stella Medina, Director

Benchmarked portfolio analytics across accounting platforms, BI tools, and AI-native dashboards — mapping what firms actually used before we defined the white space Client Console would own.

Fathom

Accounting analytics

Fathom KPI dashboard with target and benchmark comparisons
Strong per-client KPIs — no portfolio-wide view inside QuickBooks.

Tellius

AI-native analytics

Tellius AI-native analytics platform homepage
Conversational BI — but data lives outside firm workflow.

Microsoft Fabric

Enterprise BI

Microsoft Fabric data ingestion and report builder
Full data platform — IT overhead, not CAS self-serve.

Airtable

Flexible data views

Airtable project tracker with grid, kanban, and chart views
Custom views firms built — no financial depth or QBO integration.

The gap was clear: every tool solved one slice — per-client KPIs, external BI, custom spreadsheets, or AI chat — but none offered native, portfolio-wide querying inside QuickBooks.

  • Identified the "silo tax" and initiated a white space project — later a core platform selling point
  • 27+ CAS research interviews → queryable analytics framework and AI insight layer
  • 40% adoption among eligible firms — 2× the internal benchmark for new B2B features

Six principles that governed every design decision — from data architecture and interaction patterns to how AI surfaces what matters.

Personalized & customizable

Users customize dashboards to match individual workflows — pulling any client data into custom views without external BI or manual exports.

Portfolio-wide insight

A comprehensive, queryable view across every client file — giving accountants firm-wide visibility for strategic decision-making at scale.

Segmentation-specific views

Industry, risk tier, and service type — dashboards that mirror how each firm actually organizes and reviews their book.

Real-time performance

Quick data processing and seamless dashboard responsiveness — accountants work without interruption, regardless of portfolio size.

Visual clarity & anomaly-first

Complex data as intuitive, high-density narratives — critical anomalies surfaced first, with accountants in control of what they see.

Actionable trend intelligence

AI flags clients trending toward trouble before they become crises — shifting accountants from data processing to proactive advisory.

Client Console replaced the per-file loop with a firm-wide analytics layer — every client in one queryable table, with the customization accountants expect from professional tools.

Financial insights

Financial insights dashboard — firm-wide client table with expenses, revenue, ratios, and period-over-period trends
Every client in one firm-wide table — expenses, revenue, current ratio, net profit margin, and AR past due, each with vs-last-month trends. Filter by period, lead, and QuickBooks product, then drill into any client report.

Customize metrics

Portfolio-wide financial insights table with customize panel for metrics and period comparison
A customize panel lets firms choose metrics, accounting type, and comparison format — percentage or absolute — without leaving the portfolio view.

Full control over the data

Every manipulation accountants expect from a professional analytics tool — built in, not bolted on with external BI.

Filter & search

Filter by period, lead, and product with client search
Slice the portfolio by period, service lead, and QuickBooks product — then search any client by name.

Column controls

Column menu with sort, group, hide, and customize options
Sort ascending or descending, group by any column, hide what you don't need, or open full customize.

Data transparency

Metric tooltip explaining data source and calculation basis
Every metric explains its source and calculation — pulled from the client's P&L on an accrual basis, so accountants trust what they see.

Date range

Month picker for selecting reporting periods
Pick exact months from a calendar — not just preset ranges — for the period comparison each review needs.

Custom periods

Custom month range with start and end date selectors
Preset ranges for speed, custom month ranges for precision — start date, end date, and one-click apply.

Accountants query any client data in natural language, filter by custom fields, and drill into AI-surfaced anomalies — all without leaving the Console or opening individual client files.

Client P&L Data — AI-powered anomaly drill-down
40% adoption among eligible firms
internal B2B benchmark

By unlocking portfolio-wide querying, Client Console established a clear value floor for the paid Intuit Accountant Suite tier — the first capability no competitor matched in the accounting software space.

Every firm had been flying blind across hundreds of clients, reacting instead of anticipating. Client Console gave accountants a trading-floor view of their entire portfolio — shifting them from reactive firefighting to proactive advisory.

The next generation moves from a queryable data table to a fully agentic practice management layer — proactively identifying what matters, ranking it by urgency, and generating analysis alongside the accountant in real time.

The hardest part wasn't the design — it was making the problem undeniable. No competitor offered portfolio-wide financial scanning; I built the case from scratch through research, white space framing, and positioning siloed data as revenue risk. Client Console became the first product to give accountants a trading-floor view of their entire client portfolio — shifting them from reactive firefighting to proactive advisory.

Intuit · 2022–2023

Design Systems · Platform · Cross-ecosystem · Staff IC

A Unified Vision for Work Management

I led the transformation of work management from a secondary feature being built independently by 15+ product teams into a unified, centrally-architected L1 Platform Capability. I solved two problems at once: the product fragmentation users felt, and the engineering redundancy Intuit was paying for across QuickBooks, Mailchimp, TurboTax, and beyond.

My contribution

  • Architected the IPTM Design Working Model — a DACI-based governance framework defining how 15+ teams engage with, contribute to, and extend the shared platform
  • Defined the universal design principles, responsive component library (330px / 768px / 1024px), and full resilience specs (Empty, Loading, Error states) used across all Intuit SKUs
  • Drove cross-ecosystem alignment across SBSEG, Mailchimp, Intuit Practice Management, QBOA, Mint, and TurboTax
  • Led the FY23 Development Roadmap and defined the FY24 Discovery Roadmap

The challenge: the fragmentation tax

As Intuit grew its product portfolio, every team was solving the same problem independently. QuickBooks had its own task feature. Mailchimp had its own. TurboTax was building one. Each solution was slightly different, none talked to each other, and collectively they represented enormous duplicated engineering investment — and a user experience that felt incoherent.


The component system

I delivered a responsive component library designed to be resilient across the full range of Intuit's surface area — from narrow sidebar widgets (330px) to tablet views (768px) to full dashboard contexts (1024px).

Design Spec Responsive Sizes — 330 / 768 / 1024px
Task list is responsive based on the container it is housed in. Name truncates after two lines; description after three. Field ratio differs per size bracket.
Responsive Sizes — 330 / 768 / 1024px

I designed comprehensive resilience specs for Empty, Loading, and Error states across all components. The non-happy path is where design systems typically fail in production — building these specs explicitly ensured a consistently high quality bar across all 15+ Intuit SKUs.

Design Spec Component States — Empty / Loading / Error
Apart from the normal filled state, the task list defines explicit empty, loading, and error states — ensuring every team ships a consistent non-happy path without reinventing these patterns.
Component States — Empty / Loading / Error
Design Spec Component Variations — default vs. status-aware
Task list variation depends on the variation of individual tasks within it. The left shows the default state — ghost CTAs. The right shows the status-aware state — TO DO, IN PROGRESS, and OVERDUE badges with filled CTAs that match urgency.
Component Variations — default vs. status-aware

The design working model: solving the organizational problem

The hardest design problem wasn't the UI — it was governance. I designed the IPTM Design Working Model to answer how 15+ teams could build what their users need while maintaining platform coherence, defining three engagement scenarios:

Scenario A — Use as-is

Teams with standard use cases plug into existing IPTM components without modification. Zero coordination overhead, maximum consistency, fastest time to implementation.

Scenario B — Co-design shared extensions

When a team needs a capability that could benefit others — like Recurring Tasks — they co-design it with the IPTM team so it becomes a shared platform extension. Governed contribution, distributed benefit.

Scenario C — Partner-led contributions

Offering teams with unique domain needs build their own extensions, with IPTM owning the common UI and services layer. Maximum flexibility at the edges, coherence at the core.


Roadmap leadership

I drove the FY23 Development Roadmap — prioritizing the core services and widget library that would unlock the broadest adoption. For FY24, I defined the Discovery Roadmap focused on the next capability tier: Project Templates, Custom Fields, and Portfolio Health tracking for mid-market users.


Impact

Unified work management across 6 Intuit products and 15+ offering teams under a single design vision and operating model. Established the DACI operating model as the standard for how Intuit platform teams and offering teams collaborate on shared capabilities.

Intuit · 2026–Present

Agentic AI · Books Close · Service Delivery

Agentic Books Close

The main work was defining how to show users where the work was at, getting users started on where they need to provide their input, all the setup to have the agent start working, and the collaboration needed to get information from different sources — putting all of this together in a world where an agent can help accountants deliver monthly books close faster.

Month-end books close spans every client file in a firm — but accountants had no consistent way to see where the work was at, where they still needed to provide input, or what had to happen before an agent could start working.

This project put those pieces together: surfacing work status across the book, guiding users to the input the agent still needs, designing the setup flow so the agent can start working, and the collaboration patterns to pull information from different sources — all in service of helping accountants deliver monthly books close faster.

Role Staff Product Designer
Team Design, PM and Engineering
Timeline 2026 – Present
Company Intuit

Month-end close hadn't changed in decades — accountants still worked client-by-client through static checklists, planning steps, transaction review, and financial statement prep inside each client file. Partners had a firm-wide Books Close overview — but it showed period, due date, and status, not where the work was at across the book, where they needed to provide input, or what setup was still required before an agent could start working.

Firm-wide Books Close overview

Books Close overview — firm-wide table of clients, periods, due dates, assignees, status, and task completion
The firm-wide view partners had — every client's close period, due date, assignee, status, and tasks done in one table, but not where input was still needed or what setup the agent required to start working.

Client-by-client manual close

Manual monthly close checklist — planning, monthly checklist, transaction details, and financial statements inside one client file
The work accountants did today — one client at a time through planning, checklists, transaction details, and financial statements, with no view across the firm's book.

Two personas from CAS research — a senior accountant reviewing close work and a staff accountant executing it, both living inside the same client-by-client checklist problem during month-end crunch.

Jane Horton, Sr. Accountant — prospects clients, scopes engagements, produces complex work, reviews simple work
Reviews close work client by client — no view of where the work was at across her book or where she still needs to provide input.
James Sanborn, Staff Accountant — prospects clients and produces simple close work
Starts each close day without knowing where the work was at or where he needs to provide input before the agent can start working.

Benchmarked close management across accounting platforms, automation tools, and in-ledger review — mapping what firms actually used before we defined the agentic layer Books Close would own.

Double

Month-end close platform

Double firm-wide month-end close dashboard with client queue and AI workflows
Unified close on the ledger — no native QuickBooks agent orchestration.

Ramp

Real-time close automation

Ramp Accounting Agent auto-coding transactions and syncing to ERP
Auto-codes spend continuously — built for corporate finance, not CAS firms.

FloQast

Enterprise close management

FloQast Close Analytics dashboard tracking close progress against deadlines
Close dashboards for in-house controllers — not multi-client CAS books.

Xenett

In-QBO close review

Xenett in-QuickBooks close review dashboard with cleanup and error alerts
In-file review inside QuickBooks — no proactive agent queue across a firm's book.

The gap was clear: every tool accelerated one slice — per-client close, spend coding, enterprise checklists, or in-file review — but none proactively detected blockers, ranked a firm's queue, or prepared work across every client before the accountant logged in. Biggest of all, none of them owned the GL of the client.

  • Defined how to show users where the work was at across the firm's close book
  • Designed flows to get users started on where they need to provide their input
  • Designed all the setup to have the agent start working
  • Designed the collaboration needed to get information from different sources
  • Put this together so an agent can help accountants deliver monthly books close faster

Five problems this work had to solve — from showing where the work was at to pulling information from different sources, all toward monthly books close delivered faster with an agent.

Show where the work is at

Define how to show users where the work was at — across every client file in the close book, not one checklist at a time.

Guide where input is needed

Get users started on where they need to provide their input — so the agent is not blocked waiting on information only an accountant or client can supply.

Setup for the agent to start

All the setup to have the agent start working — the steps and states that must be in place before the agent can run across a client file.

Collaboration across sources

The collaboration needed to get information from different sources — connecting what lives in the ledger, with the firm, and with the client into one close workflow.

Monthly books close, faster

Putting all of this together in a world where an agent can help accountants deliver monthly books close faster.

Each screen maps to one part of the work — showing where the work was at, getting users to where they need to provide input, the setup to have the agent start working, and the collaboration to get information from different sources.

Work in progress Screens below are intentionally blurred — this product is still in development and cannot be shared in full fidelity.

Books Close dashboard

Firm-wide Books Close dashboard with client status and close progress (blurred)
Show users where the work was at — firm-wide view of every close engagement across period, due date, assigned team, status, and task completion.

Close progress & ready for review

Client close progress dashboard with ready-for-review tasks (blurred)
Per-client view of where the work was at — what is in progress, ready for review, and still open across the close lifecycle.

Where the work is at

Define how to show users where the work was at — across task lists, kanban stages, and firm-wide status views.

Firm-wide close status

Firm-wide close status with review indicators per client (blurred)
Where the work was at across the firm's book — status and review indicators per client on one screen.

Close task list

Close workflow task list by category and status (blurred)
Where the work was at within a client file — every close step tracked with status across the full lifecycle.

Kanban view

Kanban close workflow board across task stages (blurred)
Where the work was at by stage — to do, in progress, ready for review, and completed across the close book.

Where input is needed

Get users started on where they need to provide their input — surfacing what the agent is blocked on and what only an accountant or client can supply.

Books Health Check

Books Health Check with categorized task counts (blurred)
Where users need to provide input — open items and anomalies flagged before staff open individual client files.

Inline analysis

Agent-guided reconciliation with flagged accounts (blurred)
Get users started on where they need to provide input — drill into a client and see what still requires accountant action.

Collaboration across sources

The collaboration needed to get information from different sources — pulling together what lives in the ledger, with the firm, and with the client.

Matched reconciliation

Reconciled account with matched transactions (blurred)
Information from different sources brought together — matched transactions staged and ready for accountant review.

The main work was defining how to show users where the work was at, getting users started on where they need to provide their input, all the setup to have the agent start working, and the collaboration needed to get information from different sources.

Putting all of this together in a world where an agent can help accountants deliver monthly books close faster.