The AI capabilities coming soon to QuickBooks were developed with one goal in mind: to help take care of the small stuff so you can focus on the big picture. It works with you, under your control, to create more efficient workflows. The best part? The more you use it, the better and more valuable it becomes.
Intuit AI agents are designed to automate key business flows with your guidance, helping you complete simple tasks. Soon, QuickBooks will integrate these AI agents to streamline day-to-day operations across workstreams. Let’s explore what these AI Agents can do for you.
The Accounting Agent helps keep your books accurate by suggesting categories and matching transactions. It detects and resolves anomalies and streamlines collaboration.
With a Finance Agent that’s committed to your business, you can ensure you have the most accurate, up-to-date information to work from every step of the way. If anything needs your attention, you’ll see it right on your dashboard.
For example, on your dashboard you may see that your income is down by 5%. After viewing the agent’s insights, you notice this is likely due to two of your customers. Using this information you can send invoices, or reminders, to those customers to get things back on track.
Spend less time on data entry so you can get right to work. Your Project Management Agent will take care of the busywork by creating draft projects for you to review and edit as needed. The agent autofills forms with key details such as project name, customer information, start/end dates, and even custom categories.
The Customer Agent will take the guesswork out of lead management by integrating with your email platform, such as Outlook or Gmail, to source and prioritise leads based on their likelihood to convert. It also drafts personalised responses so you can act quickly without getting bogged down in manual tasks.
For example, if you receive an email requesting a quote for 300sqm of hardwood floors, the Customer Agent prioritises that as a hot lead and drafts a professional response with the requested details ready for your review, all within QuickBooks.
The GST AI Agent will help with reconciliation, completing a pre-lodgement check to keep Australian businesses compliant when preparing activity statements for the Australian Taxation Office (ATO).
For example, the GST AI Agent will identify transactions that cause differences between your income reporting on the Profit and Loss report and GST reportable income on your BAS. It also flags potential causes for these differences and suggests recommendations to help you file with confidence.
The personalised business feed will save you time, help you stay in control, and get work done. It’s your home base for efficiency, from monitoring work done by AI agents that’s ready for you to review and approve, to tips on what’s next.
At QuickBooks, we’re always looking for new ways to make your day-to-day tasks a little easier. That’s why we’re soon putting Intuit AI agents to work for you throughout your every day workflow to help minimise busywork. As the industry continues to evolve, we’ll give you the tools you need to stay ahead.
Explore more resources to guide you through the new QuickBooks on the Intuit platform available now:
Disclaimers
This information is intended to outline our general product direction, but represents no obligation and should not be relied on in making a purchasing decision. Additional terms, conditions and fees may apply. Product offers, features, and functionality are subject to change without notice.
Beta features: Beta features have very limited availability and are subject to change. Features may be more broadly available soon.
+Finance Agent available on QuickBooks Advanced only. Not available to customers with multi-currency enabled.
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