Accounting Agent

Efficiency with accuracy
you can count on

Your AI Accounting Agent helps tackle the tedious so you save time and stay focused on your business.

See plans & pricing

Stay on track with more time back

45% of customers save 12 hours each month on monthly bookkeeping with the new AI-powered bank feed.¹

Streamline your categorization

Your Accounting Agent works with you to categorize transactions, continuously learning from your responses for greater accuracy.

Say goodbye to guesswork

Get deeper context about your transactions so you can provide your accountant everything they need for higher-quality reports.

Grow confidently with accurate books

71% of customers feel more confident that their books are done right with the new AI-powered bank feed.²

Save time with partners by your side

Keep your business growing with AI agents and access to trusted experts. Learn more

Post transactions faster with your AI bank feed

Work goes smoother with AI categorization, explanations, and predictions that help ensure your books are accurate.

Small business owner auto posting transactions using Intuit's accounting agent

Get ahead of potential issues with less hassle

With AI anomaly detection, you identify and resolve potential discrepancies faster, saving time at month end.

Reconcile transactions with AI power

Automated reconciliation extracts transactions, identifying potential issues with suggested solutions.

WHAT OUR CUSTOMERS SAY

“[AI agents are] going to save us a ton of time because it’s going to point out the things that are different without us pulling a balance sheet and looking ourselves.”

Tailor Hartman

Celerity Accounting

WHAT OUR CUSTOMERS SAY

“[AI agents are] going to save us a ton of time because it’s going to point out the things that are different without us pulling a balance sheet and looking ourselves.”

Tailor Hartman

Celerity Accounting

All in one. Get it done.

Amp up efficiency with AI agents and access to trusted experts.*

Simple Start

Build your financial foundation

$38

Save 50% for 3 months*

Includes:

Intuit Assist

Essentials

Save time and focus on growth

$75

Save 50% for 3 months*

Simple Start features, and:

Intuit Assist

Plus

Scale with greater clarity

$115

Save 50% for 3 months*

Essentials features, and:

Intuit Assist

Advanced

Boost efficiency and profitability

$275

Save 50% for 3 months*

Plus features, and:

Intuit Assist

Custom user management and permissions
Create and manage users and pre-defined roles, assigning them specific access levels to various areas of QuickBooks.
Custom report builder
Build and save reports that are tailored to your business needs.
Data sync with Excel
Seamlessly send data back and forth between QuickBooks Online Advanced and Excel for more accurate business data and custom insights.
See more
Revenue recognition
Stay consistent, compliant, and credible with automated revenue recognition.
See more
Forecasting
Use your historical financial data to analyze trends and create projections of future outcomes, so you can make better-informed business decisions.

Looking for an ERP solution? Explore the NEW Intuit Enterprise Suite.

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An AI agent for every job

See how Intuit’s AI agents can help you manage your books, customers, and expenses.

Accounting Agent

Customer Agent

Finance Agent

Payments Agent

Project Management Agent

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Frequently asked questions

What’s an AI agent?

How do AI agents work?

What’s the best way to get the most from my Accounting Agent?

The Accounting Agent uses business data you provide to make tailored recommendations. To get started, connect your business bank accounts and credit cards so data moves automatically into QuickBooks. Or, if you prefer, upload bank statements and our AI will extract that data for you.

To help the agent continue learning your business, categorize a few transactions to your books or let a trusted expert categorize them for you. This helps the agent learn your business and make even more accurate and tailored recommendations over time.

If you’re on an Essentials or higher plan, your agent will help communicate and collaborate with your accountant as the accountant does your books. If you’re on a Plus or higher plan, the agent will reconcile your books each month and flag possible anomalies in your balance sheet and profit and loss.

What if I prefer to connect with a human expert?

How does the Accounting Agent affect how I work with my accountant or QuickBooks Live?

What’s the difference between an AI agent and generative AI?

Agentic AI is a type of artificial intelligence that performs goal-oriented actions, makes decisions, and automates complex processes with little human guidance. Generative AI is a technology that creates new content based on existing data patterns and prompts given by humans.

The main difference between agentic AI and GenAI lies in their core functions: achieving something versus creating something.

How do I know Intuit is using AI responsibly?

Intuit uses AI to help solve your most pressing problems and help you make insightful financial decisions. We automate and personalize your experience to help put more money in your pocket with less work, while giving you confidence in your actions and decisions. We’ve been working with AI for years, and we’re further integrating it into our financial technology platform to help power your prosperity.

Our responsible AI principles guide how we operate and scale our AI-driven expert platform responsibly. Review our responsible AI principles