Intuit Inc. (Nasdaq: INTU) has unveiled Intuit AI agents. These agents will automate workflows and, when combined with human experts, will deliver real-time insights and improve cash flow for businesses.
The new AI agents, embedded in the Intuit platform, augment QuickBooks. They complete workflows across customer relationship management, financial analysis, payments, and accounting, saving businesses up to 12 hours a month. Connected data across multiple applications proactively gives customers a 360-view of their business metrics and overall performance.
These AI agents are also able to work alongside trusted AI-enabled human experts to provide businesses with additional expertise and support.
“Intuit’s AI-driven expert platform is transforming how businesses run and grow with first-of-its-kind agentic AI experiences,” said Sasan Goodarzi, Intuit’s CEO. “When our vast amounts of data and AI capabilities are combined with the power of trusted human experts, Intuit’s uniquely designed, integrated platform unlocks next-level efficiencies, profitability, and growth for businesses.”
These new experiences are part of a completely redesigned and personalized QuickBooks web layout. The homepage is transformed with customizable widgets and a powerful business feed that shows real-time intelligent insights, recommendations, and summarizes the workflows and tasks completed by the AI agents. Customers can collaborate with human experts and connect to additional Intuit products, services, and third-party apps. The QuickBooks mobile app also has a new, modern interface that delivers the benefits of AI agents.
Integrated collaboration tools allow a business owner and their accountant to seamlessly communicate and work together in QuickBooks.
Payment agents optimize and grow cash flows by getting businesses paid an average of five days faster with tailored acceleration strategies that predict late payments, automate invoice tracking, and create and send invoices and reminders.
Accounting agents automate bookkeeping and transaction categorization, and assist in reconciliation, delivering cleaner, more accurate books.
Finance agents provide a comprehensive approach to the financial management of growing, mid-market businesses with robust reporting, KPI analysis, and scenario planning and forecasting based on performance and peer benchmarking, helping finance teams make smart decisions to achieve financial goals.
The Customer Hub provides AI agents that strengthen relationships and fuel business growth. Included in most QuickBooks Online plans, it will provide 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.
A customer agent sources leads, drafts personalized email responses, suggests and schedules meetings based on engagement data, and tracks every customer opportunity in the sales cycle.
Coming later this year, a marketing agent will automate audience management, campaign execution, and content creation to deliver impactful acquisition and retention marketing campaigns via Mailchimp.
In the coming months, Intuit AI agents will be available for larger and growing businesses to tackle more complex tasks and boost productivity even further, enabling these businesses to scale with speed.
A payroll agent proactively collects time and attendance data from employees and runs payroll on demand.
The project management agent manages project quotes, milestones, and budgets.
