Intuit partners with Anthropic to bring AI to small business management

Intuit Inc. and AI pioneer Anthropic have announced a multi-year partnership to provide midsize businesses with custom AI agents on the Intuit platform and deliver highly personalized experiences for consumers and businesses, both on Intuit’s platform and in Anthropic’s environments.

Intuit is the maker of TurboTax, Credit Karma, QuickBooks, Mailchimp, and Intuit Enterprise Suite. Anthropic is an AI safety company behind Claude, one of the world’s leading AI models.

Leveraging Intuit’s decades of deep domain expertise and unique data models, companies, regardless of their technical expertise, can now use Anthropic’s Claude Agent SDK on the Intuit platform to build and customize secure, accurate AI agents that support compliant workflows. Additionally, Intuit’s trusted tax, finance, accounting, and marketing expertise and tools will be available directly within Anthropic products, including Cowork, Claude for Enterprise, and Claude.ai.

Intuit and Anthropic have partnered to bring trusted financial intelligence and custom AI agents to consumers and businesses.

By integrating Anthropic’s Claude Agent SDK directly into the Intuit platform, the companies are unlocking first-of-its-kind functionality for the midmarket market. Enables businesses in all sectors to build and deploy secure AI agents designed for compliant workflows and unique operational DNA. Far more than simple automation tools, these are professional agents customized with industry-specific skills.

For example, a regional restaurant group with 15 stores can easily direct Intuit Intelligence to orchestrate and deploy Claude within the Intuit Enterprise Suite. Custom Agent combines third-party data from sales and inventory apps with Intuit data such as expenses like food, payroll, and hours worked everywhere, to automatically highlight margin variances and help you identify underperforming areas, giving you a customized way to get work done faster and make decisions to run and grow your business. Or, a local construction subcontractor managing $50 million in annual project volume can now create and deploy an agent that connects project timelines, lien waivers, customer communications, and subcontractor payments to cash flow forecasts, automatically flagging billing gaps, ensuring compliance deadlines are met, and helping companies make better, informed decisions faster.

Intuit Financial Intelligence Embedded in the Anthropic Ecosystem

Intuit’s world-class financial intelligence is surfaced directly within Anthropic products through MCP integrations with TurboTax, Credit Karma, QuickBooks, and Mailchimp. Intuit’s platform provides an intelligence system designed to transcend individual applications and unify financial data across disparate systems and apps. Intuit’s platform gives Claude users access to the Intuit money, tax and accounting experience within Cowork, Claude for Enterprise, and Claude.ai.

For example, solopreneurs can connect their trading spreadsheets to Claude and use Intuit’s integrated invoicing and payment tools to instantly generate professional, payment-ready invoices, get paid faster, and have a clear path to more Intuit services as their business grows. Consumers can connect their data to Claude, use Intuit’s tax tools to estimate their refund, and seamlessly schedule a time with a trusted, AI-powered local TurboTax expert to file with confidence, receive a guaranteed maximum refund, and get help repaying high-interest debt.

“This is a groundbreaking partnership. With Anthropic, we are leveraging the power of Intuit’s platform to deliver unparalleled benefits customized to the specific needs of every consumer and business, wherever they choose to get their work done,” said Alex Balazs, Intuit’s chief technology officer. “By combining Intuit’s proprietary data and domain-specific services with Claude’s powerful capabilities and AI models built to support security, accuracy, and compliance, we are giving our customers something they didn’t have before: a custom AI agent that truly understands their finances, workflows, and industry and can take actions on their behalf. The result is trusted, practical financial tools that give everyone the opportunity to thrive.”

“Millions of consumers and businesses trust Intuit to make their most important financial decisions. The combination of Intuit’s platform and Claude enables Intuit customers to build and use AI agents that understand their specific industries, workflows and compliance requirements. Claude Code also enables Intuit’s engineering organization to ship faster and deliver better experiences to those who rely on them,” said Paul Smith, Chief Commercial Officer at Anthropic.

These experiences will begin rolling out to Intuit customers and Anthropic users in spring 2026. Intuit is also deploying Claude Code across its engineering organization to help employees become even more productive.

All agents and experiences built through this partnership run securely on Intuit’s platform, leveraging customers’ own data and Intuit’s long-standing investments in AI innovation, security, and compliance. Intuit’s products are built on a strong commitment to data privacy and responsible AI governance. With customer permission, Intuit applies user data to power a high-quality experience within the Anthropic environment, supported by industry-leading technical and organizational safety measures.