AI agents and trustworthy AI-enabled human experts help businesses help save time, smarter decisions, and better money outcomes available with Intuit QuickBooks
MOUNTAIN VIEW, CA – (Business Wire) – Intuit Inc. (NASDAQ: INTU), the global financial technology platform that manufactures Intuit Turbotax, Credit Karma, Quickbooks and MailChimp, today announced a transformative set of proactive Intuit AI agents that dramatically improve business operations and growth. These agents automate workflows and when combined with human experts, they provide real-time insights and improve the cash flow of your company.
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More powerful QuickBooks on the Intuit platform with new AI agents.
New AI agents built into the Intuit platform create more powerful QuickBooks that provide virtual teams to work on behalf of your business while your customers are in control at all times. Agents change the way they work, help customers grow, complete workflows with customer relationship management, financial analysis, payments, accounting, and more, saving up to 12 hours a month.1 The ability to seamlessly connect data across multiple applications will provide customers with 360 views of business metrics and overall performance in one place. Results: 78% of customers say they make business easier with Intuit's AI. And 68% say it allows them to spend more time growing their business.2 These AI agents can also work with trusted, AI-enabled human experts to provide additional expertise and support to your business.
“Intuit's AI-driven expert platform is transforming the operation and growth of businesses with its first agent AI experience,” said Intuit CEO Sasan Goodarzi. “When our vast amounts of data and AI capabilities are combined with the power of trustworthy human experts, Intuit's uniquely designed, integrated platform unlocks the next level of efficiency, profitability and growth for businesses.”
These new, final experiences are part of a completely redesigned and personalized QuickBooks web layout. The homepage is transformed into an impressive display of customizable widgets with powerful business feeds that show real-time intelligent insights, recommendations, summarizing the workflows and tasks completed by the AI agent. Customers can collaborate seamlessly with human experts and connect with additional Intuit products, services and third-party apps to truly realize the benefits and power of an integrated platform that drives the next level of business efficiency and growth all in one place. In addition to the new web experience, the QuickBooks mobile app also has a new, modern interface that offers the benefits of AI agents on the go.
Introducing Intuit AI Agents: Virtual Teams that Do Virtually Everything
Intuit's new AI agents allow businesses to scale at every stage and grow on platforms they know and trust. AI agents complete daily tasks such as managing customer leads, tracking payments, sending invoices, and adjusting business books. Additionally, new integrated collaboration tools allow business owners and their accountants to communicate and collaborate seamlessly with QuickBooks. With workflow automation, collaboration with trusted experts, and the ability to provide real-time, personalized, actionable insights, companies move faster, operate smarter, revealing greater efficiency and growth.
- Payment Agent: Optimize and grow cash flow by paying companies quickly on average 5 days3 Automate invoice tracking and create and send invoices and reminders using customized acceleration strategies to predict late payments.
- Accounting Agent: Automate bookkeeping and transaction classification, support settlements, and provide cleaner and more accurate books.
- Finance Agent: It provides a comprehensive approach to financial management for growing market companies with robust reporting, KPI analysis, and scenario planning and forecasts based on performance and peer benchmarks, helping teams make wise decisions to achieve their financial goals.
“I need more time to be able to invest in my business,” said Kurtis Graham, founder of Cosign Enterprises, LLC. “Intuit's AI helps save a few hours a month and drive business revenue. It's a win for my business.”
Customer Hub: AI agents that strengthen relationships and drive business growth
The customer hub included in most QuickBooks online plans offers two new virtual agents that automate and streamline the sales and customer relationship management (CRM) process, managing new leads and existing customers in one place, providing a fun customer experience and stronger relationships.
- Customer Agent: Suggest and schedule meetings based on source leads, draft personalized email responses, and engagement data, and track all customer opportunities in the sales cycle.
- Marketing Agent: Later this year, we will automate viewer management, campaign execution and content creation to deliver impactful acquisition and retention marketing campaigns via MailChimp.
Intuit AI Agent for Growing Business
Over the next few months, Intuit AI agents will allow larger and growing companies to tackle more complex tasks, further increasing productivity, and these businesses can speed up and expand.
- Payroll Agent: Proactively collect time and attendance data from employees and run your payroll when you say so.
- Project Management Agent: Keep your project quotes, milestones and budgets to ensure your company is on track.
For more than 40 years, Intuit has been the industry leading the way in delivering impactful customer experiences that will help millions of consumers and businesses put more money into their pockets. The launch of Intuit's Transformational AI Agents is the latest innovation powered by Intuit's platform, combining artificial intelligence with human intelligence to bring prosperity to its customers. Now, businesses and their accountants have access to time-saving virtual teams, simplifying the day-to-day operations of their businesses, and helping accountants to advise their clients on key decisions with greater confidence.
availability
The new web and mobile interfaces, integrated AI agents and human experts, and customer hubs will begin rolling out to U.S. QuickBooks online products and customer ranges on July 1st.
About Intuit
Intuit is a global financial technology platform that promotes the prosperity of the people and communities we serve. With around 100 million customers worldwide using products like Turbotax, Credit Karma, QuickBooks, and MailChimp, we believe everyone should have an opportunity to thrive. We will never stop working to find new and innovative ways to make it possible. Visit Intuit.com and find us at Social for the latest information on Intuit and our products and services.
Money Movement Services is provided by Intuit Payments Inc., which is licensed as a money transmitter by the New York State Department of Financial Services. For more information about Intuit Payments money submission licenses, please visit: https://www.intuit.com/legal/licenses/payment-licenses/.
Features availability varies by product.
Experts are only available on QuickBooks Live.
1. 45% of customers save 12 hours a month with monthly bookkeeping using a new AI-powered bank feed. Based on a survey commissioned by QuickBooks online customer Intuit, using the new AI-powered bank feed feature as of April 2025.
2. Based on a survey commissioned by QuickBooks online customer Intuit, we use Intuit Assist as of November 2024.
3. Based on Intuit Assist Beta customers in the US, using unpaid invoice notifications and AI drafted invoice reminders functionality compared to customers sending standard invoice reminders to the same customer from January 2024 to August 2024. Not available with QuickBooks Online Advanced.
This information is intended to outline the general product direction, but does not represent an obligation and should not be relied upon when making a purchase decision. Additional terms, conditions and fees with certain features and features may apply. Eligibility criteria may apply. Product offers, features, and features are subject to change without notice.
View source version on businesswire.com: https://www.businesswire.com/news/home/20250701338560/en/
Jen Garcia, Intutes
jennifer_garcia@intuit.com
Source: Intuit Inc.
Released July 1, 2025
