It’s a reality we all know—business owners are busy, short on time, and juggle competing priorities. Business owners are looking for an end-to-end solution that will streamline operations and help them feel confident in their decision-making.

Starting this November, exciting innovations coming to QuickBooks will transform the way you and your clients work. Agentic AI experiences will automate repetitive tasks and complex workflows, empowering you with time savings and actionable insights. A reimagined interface will make finding what you need faster so you can stay on-task. And deeper functionalities will work together seamlessly so you can do more on a single all-in-one platform

Automation where it counts. Human when it matters.

Starting this November, agentic AI is coming to QuickBooks. It’s best-in-class technology that can handle everything from repetitive tasks to complex workflows, all while maintaining your full control. Leveraging agentic AI means spending less time chasing numbers and more time advising clients.

In QuickBooks, this technology comes to life in the form of our brand new Intuit AI agents. These agents are like your new digital teammates who work behind the scenes to make suggestions and keep things moving, all under your control. They’ll be embedded in QuickBooks, and each agent will handle tasks related to a specific area of business.

Accounting Agent: This agent will help keep books clean and accurate by automatically categorizing transactions, detecting and resolving anomalies, and reconciling accounts—flagging what needs attention or approval, and enabling accountants to focus on more strategic work.

Finance Agent: This agent will analyze financial data and automatically create forecasts, highlights variances, and pinpoints the source.

Customer Agent: This agent will spot leads from your client’s email inbox, draft personalized responses to be reviewed and approved, and track customer interactions, improving customer relationships and sales.

The AI agents will bring deeper automation to the QuickBooks features you know and love. They work primarily behind the scenes, but you’ll see a summary of their work in your business feed. You’ll be able to review and approve what they’ve done, and see actionable insights to inform next steps. The AI agents are built to complement your expertise so it’s easier for you to get work done and be a strategic partner to your clients.

Get complete visibility and seamless productivity

With a reimagined interface, QuickBooks will make it easier than ever to get work done and have full line-of-sight into your client’s business in a single comprehensive view. 

Powered by AI and connected data, the new interface will be like the control centre for everything business related. The place where you and your clients can review work that’s been completed for you by AI, see what’s in progress, highlight trends and anomalies, and provide proactive insights to inform next steps. All in a way that’s clear, customizable, and keeps you in the driver’s seat. In your client’s view you will see:

Business feed: You’ll see a summary of what’s been done for you by AI and automation features so you can review and approve the work quickly—and get back to high priority work. It will also help optimize your clients’ marketing efforts by combining data from Mailchimp and QuickBooks. 

Improved insights and reporting: A customizable performance dashboard will track your clients’ financial health and highlight what needs your attention most. AI-powered insight will detect new trends or anomalies in a business—and what's driving them—so you don't have to spend time digging through transactions or analyzing reports. Plus, stay on top of business health with P&L and balance sheet insights. 

Smart search: You’ll be able to quickly find transactions, customers, accounts, reports, help, and more with consolidated results from across the platform in the new unified search. 

Built-in collaboration with clients: New chat features let you and your clients talk and work together in QuickBooks. This will make it easier to move projects forward and get work done faster.

Your first chance to experience this reimagined interface will start in late August when you and your clients will be able to opt in to early access. This rollout will begin in late August and continue into September. More detail on that later in this article.

Boost sales and manage relationships—all in QuickBooks

Doing more in a single solution makes life easier for your clients. With the new dedicated customer hub, we’re adding a brand new area of functionality to QuickBooks. Here, your clients will be able to organize, track, view, and connect with customers and leads all in one place. The customer hub will make it easier to spot new opportunities, foster leads, re-engage current customers, and ultimately close more sales.

Integrated scheduling

Skip the back-and-forth between other apps and allow customers and leads to schedule phone or video meetings right in QuickBooks. 

Track leads

Stay focused on the right opportunities and track leads and their status in the sales cycle, from first contact to repeat business.

Centralized customer info

Easily prioritize your work with task sorting by project, customer, or due date to keep you organized for next steps. Keep customer info, notes, and to-dos organized and accessible.

Manage contracts and signatures

Send and store contracts with e-signatures so you can stay organized and get deals done faster.

Get to know the changes today

Watch this short video to see the new experience in action.

Hear fellow accountants and bookkeepers talk about their experience using Intuit’s AI agent technology. Watch the video.

Innovations are around the corner

We’ll continue to share more info as we get closer to the launch. Here’s a summary of what’s coming up next.

August 2025

Later this month, we’re launching the early access experience. This is your chance to get a first taste of QuickBooks on the Intuit platform. We encourage you to opt into early access so you can start to get familiar with the new look and feel, and support your clients during the change.

As an accountant user, you’ll be able to opt each client into the early access experience through their QuickBooks account. Or, you can opt-in all your clients at once through QuickBooks Online Accountant. During early access, you’ll have the option to revert to the previous QuickBooks experience. 

November 2025

We’ll begin to roll out the full experience to QuickBooks customers. This will include more functionality than you’ll have during early access. This is when you’ll get to experience AI agents, integrated Customer Hub, and fully connected data and insights.

We’re excited to bring you along on the journey to evolve QuickBooks into a more powerful business solution that will better support you and your clients. We’re here to help you through this change, get feedback, and make sure these innovations add value to you and your clients.

Disclaimer

This information is intended to outline our general product direction, but represents no obligation and shouldn't be relied on when making a purchasing decision. Additional terms, conditions and fees may apply with certain features and functionality. Eligibility criteria may apply. Product offers, features, and functionality are subject to change without notice.