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What can help with?

Get automated workflows to free up time, instant answers tailored to your business, and human guidance when you need it—so you can grow with clarity and confidence.

Report: see a report of outstanding invoices.

Automations: create a monthly business snapshot.

Forecast: see a forecast based on past cash flow.

Coming soon

Clean books, faster payments, and confident decisions — get it all done without doing it all yourself. With AI built into QuickBooks, Intuit Intelligence does the work for you, tailored to your business, and always under your control.

Invoices that manage themselves

Intuit Intelligence chat drafts invoices in bulk for quick review and sends prioritised payment reminders for anything unpaid, with your approval. Get paid four days sooner on average.

Make informed decisions with instant reports

Use Intuit Intelligence chat to create reports and summaries based on your business data—no manual work, just instant insights to support strategic decisions.

Automations panel showing a scheduled business health check, invoice reminders, a weekly profit and loss digest, bills review and customer follow-up.

Automate anything, your way

Intuit Intelligence learns your patterns and offers to automate recurring tasks. Tell it what you want in plain language, or build workflows from templates and schedule as needed.

Human expertise when you need it

Intuit Intelligence delivers instant answers from your real-time data, with no waiting and no digging. And when you hit a question that needs real expertise, a QuickBooks product expert or your accountant steps in right from the chat.

Business owner checking his phone beside his truck.

Your business in your pocket

Stay on top of everything from your phone. Proactive alerts keep you informed of what's shifting in your business. Open the app to an AI cash flow forecast and a prioritised "what needs attention today" feed, then review, approve, and reply to your accountant on the go.

Business owner using a tablet, with Accounting Agent categorising expenses.

Accurate books without the effort

Intuit Intelligence learns your preferences and handles categorisation automatically, so all you need to do is review and post. Keep your books clean and your numbers accurate with no extra effort.

Team collaborating in their studio.

Tools that grow with you

As your business scales, QuickBooks adapts along with it. Build custom automations, manage projects, leads, and payments, and sync with Excel and industry-specific tools—so your finances always live in one source of truth.

Emma Marsh speaking in The Marketing Production Company warehouse
“We would not have scaled to where we are today without the automation in place. We couldn't do what we do without the automation that we get from QuickBooks - it’s very powerful.”

Emma Marsh

Co-owner, The Marketing Production Company

  • 13 hours

    of time saved each month on average when using a set of connected QuickBooks tools, backed by Intuit Intelligence.

  • 88%

    of customers say their business runs more efficiently when using QuickBooks, powered by Intuit Intelligence.

FAQs

What is Intuit Intelligence?

Intuit Intelligence is the engine that powers AI in your QuickBooks. It automates tasks and analytics in the background to take work off your plate, gives you instant answers when you need them, and makes sure you have the most important business insights at your fingertips. Through chat, you can ask any question and have AI complete tasks for you without having to switch tools or spend time on manual entry.

Is my data secure in Intuit Intelligence?

Intuit Intelligence is backed by enterprise-grade security and privacy to protect your data.

Who can access Intuit Intelligence chat in QuickBooks?

Primary users and company admin users have access to the full functionality of Intuit Intelligence chat, where they get instant answers based on business data. All other QuickBooks users can use chat for product support only.

Which QuickBooks plans include Intuit Intelligence?

Intuit Intelligence is included in QuickBooks Simple Start, Essentials, Plus and Advanced, with features varying by plan.

Simple Start: Includes chat for instant insights (Beta), smart expense organisation to categorise transactions for your approval, and custom automations (Beta). Chat queries and custom automation capacity are limited per month.

Essentials: Includes everything in Simple Start, plus AI-powered collaboration with your accountant and automatic bulk invoice creation (Beta). Draft invoices through chat for review and send prioritised payment reminders on approval, with limited capacity per month.

Plus: Includes everything in Essentials, plus personalised AI insights and anomaly detection, and tools to source leads and automate follow-ups.

Advanced: Includes everything in Plus, plus tailored financial insights and scenario planning, and automatically created project drafts with key details pre-filled for your review.