Intuit has a suite of AI agents designed to minimize manual work and drive business success by automating workflows and surfacing valuable insights. Your access to the various AI agents depends on your plan.

Agents include:

• Accounting Agent
• Finance Agent
• Customer Agent
• Project Management Agent 
• Sales Tax AI Agent (BETA)

Each agent focuses on a specific area—like books, finances, lead management or project management—and works quietly in the background to assist you as you use the product. Work done by our agents is added to your personalized business feed–ready for you to review and approve–so you're always in complete control.

Your access to the different AI agents depends on the products and features you’ve subscribed to.

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. 

To help the agent continue learning your business, categorize a few transactions to your books or let your accountant or bookkeeper 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 flag possible anomalies in your balance sheet and profit and loss.

QuickBooks experts are available to answer your product related questions. If you need support with business or financial advice, or someone to collaborate on your books, you can find a QuickBooks certified accountant or bookkeeper in our Find-A-ProAdvisor network.

By letting AI agents handle the tedious and repetitive tasks, your accountant can focus more of their time providing strategic guidance to help you meet your goals.

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 (GenAI) 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.

Intuit follows clear responsible AI principles to ensure our technology is safe, fair, and trustworthy. We design AI to enhance human talent, protect privacy and security, and promote fairness and transparency, always with accountability and customer trust at the core. Learn more about our responsible AI principles.