This October, QuickBooks is doing more of the work for you. Along with faster performance and improvements to the tools you use every day, Intuit Intelligence goes beyond giving answers—it takes action. Books close continuously. Invoices go on autopilot. Taxes are estimated before you think to ask. And every action is accurate, reviewable, and reversible— keeping you in control. The result? Clean books, faster payments, and more confident decisions.  It’s more done right, with less doing.  

And if you work with an accountant, there’s more time for what matters. With clean, categorized, current books, your accountant can focus on improving cash flow, increasing profit margins and making the decisions that move your business forward. You’re both working from the same accurate, real-time view—so there’s less catching up and more looking ahead.

Intuit Intelligence connects directly to your data, so you can grow your business

Unlike generic AI tools, Intuit Intelligence connects with your business data in real time to do the work for you. And it does it right. Decisions are grounded in financial clarity and confidence because the platform already understands your business. And with access to human experts when you need them, you stay informed and in control, every step of the way.

This intelligence is also built on 40 years of real financial data from millions of businesses⁶, trained on what businesses in your industry actually do and need. It draws on the patterns of millions of businesses⁶ to identify risks, uncover opportunities, and recommend personalized actions, all with the highest standards for security, privacy, accuracy, and compliance.

Businesses are already seeing the difference. Millions of customers have used Intuit Intelligence, and early results show customers are getting paid four days faster on average,² seeing a 30% reduction in manual work,³ and driving a nearly 20% increase in revenue.⁴

Now tasks manage themselves

Get paid faster with invoices that manage themselves and automatic payment reminders

Stop spending your evenings creating invoices and chasing down late payments. With invoicing on autopilot, QuickBooks can scan your saved documents—like statements of work or sales orders—and draft invoices for you to quickly review and send. Choose when overdue invoices get flagged, and QuickBooks will line up ready-to-send reminders. You get paid four days faster on average.² Invoicing on autopilot is in beta and subject to monthly usage limits as we keep improving it. (Available in Essentials, Plus, and Advanced)

Automated tasks, proactive recommendations

Intuit Intelligence learns your patterns. When it spots a recurring task, like pulling a certain report every Monday, it offers to automate it. Say yes once, and Intuit Intelligence handles it from there. You can also turn answers into actions: create your own automations or start from a template, like sending overdue reminders or flagging duplicate bills. Just tell Intuit Intelligence chat what you want done, and set a schedule as needed. (All plans, limited capacity by plan)

Speed up every part of payroll

Let Intuit Intelligence take on the work of running payroll. It can prep your pay run by entering hours, time off, and one-time items like bonuses and tips, review employee pay and flag potential issues. When you’re ready to run payroll, it provides a clear pre-submission summary, calling out any blockers or exclusions before you confirm—so you can move faster, catch issues early, and run payroll with confidence. (Available to payroll-attached customers in Canada)

Strategic insights for confident moves

Get transactions into your books, faster

With the Ready-to-post feature, Intuit Intelligence identifies with high confidence which transactions are ready to post, so you can review, accept and post them with just one click. It also recommends the appropriate indirect tax treatment, helping you keep your books accurate with less effort. (All plans)

See what’s ahead for your cash flow

Get a clearer, more complete view of the cash ahead. Cashflow Forecasting 2.0 brings together your QuickBooks history, live bank activity, and predictive intelligence, with everything shown consistently in your home currency—across forecasts, reports and grids—so you can understand your cash position without mixed-currency totals getting in the way. Forecasts also reflect what you actually pay and collect, including sales tax, while AI-generated descriptions help make sense of what’s coming. The result is a simpler, more complete picture of your future cash flow, so you can plan your next move with confidence. (All plans)

For example:

Question: “Project my cash flow for the next 90 days if I add a $2,500 monthly recurring expense starting next month.”

Answer: Intuit Intelligence runs the math against your historical income and seasonal dips. It might show you that while you're flush now, that new expense will create a “cash crunch” in October. This and other insights can help you time your growth.

Turn your financial data into business insights to fuel growth

Ask questions, get trusted insights: Intuit Intelligence with conversational business intelligence (beta)

Your financial data is only useful if it's actionable. Now, with conversational business intelligence you can just ask. Use a prompt like: “What was my cash flow last month?” or “How do my expenses compare to this time last year?” and Intuit Intelligence gives you a clear read on what's happening now, what’s shifting in your business, and why. You can get insights grounded in your actual business history, compare hypothetical scenarios, and turn data into decisions—without spending hours on spreadsheets. (All plans, limited capacity by plan)

Presentation-ready management reports and a custom report builder

When it's time to share the story behind your numbers, QuickBooks Advanced turns them into presentation-ready management reports. Financials, charts, and KPIs combine with AI-generated commentary into one clear package you can hand to your team, your accountant, or your board. Need something more specific? The custom report builder lets you build the exact report you want. Choose your metrics, group and format it your way, and let embedded AI flag anomalies and answer plain language questions about what you're seeing. (Available on all plans, enhanced on Advanced)

Exclusive to Advanced users: A clearer view that keeps you ahead

See how your business is performing at a glance

QuickBooks Advanced users gain access to custom KPIs and dashboards for cash flow, profit and loss, and balance sheet health. Choose from pre-built dashboards or create your own, with unlimited custom KPIs that make it easier to track what matters most and see how your business is doing at a glance.

Personalized data behind every number

Advanced users also access personalized, actionable insights. Every insight is grounded in your actual history and trained on the patterns of millions of businesses.⁶ Drill down to the transactions behind the numbers to understand what’s driving change. Just ask Intuit Intelligence to pull up the report you need.

Know what’s changed, and what’s next

Another feature exclusive to Advanced is proactive alerts that highlight what's shifting in your business and why. Intuit Intelligence recommends the next move, so you’re not just informed, you’re ready to act.

Powerful today. Getting better every day.

As you may have noticed, we've also been rolling out steady improvements to the fundamentals—faster performance, smarter transaction matching, and more reliable reports. Catch the full list in our recent QuickBooks improvements blog, with more updates already on the way.

One trusted platform that’s secure, private, and built for what's next

Your data stays yours

QuickBooks uses data to create meaningful and accurate financial insights and predictions, while protecting the privacy and security of your data. Every action is reviewable, reversible, and yours to control. (All plans)

A platform that grows with your business

From your first invoice to your biggest year, QuickBooks grows with you. We have options that range from Lite and Easy Start, to Essentials, Plus, and Advanced, all the way up to Intuit Enterprise Suite. All of these work alongside QuickBooks Payroll to manage your payroll and team.⁵ Together, accounting, payments, payroll, invoicing, and taxes live on one platform, so you always have a solution that fits your business.

Important product information and 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 with certain features and functionality. Eligibility criteria may apply. Product offers, features, and functionality are subject to change without notice.

#Claims

1.      “Intuit Intelligence” and “conversational business intelligence” are currently available as beta releases. Features, availability, and capacity are subject to change. Intuit Intelligence chat is only available to admin users at this time. Capacity is limited; each account gets limited capacity each month. Intuit Intelligence can make mistakes. Intuit protects privacy and adheres to responsible AI principles. Learn how we use AI.
2. Based on US Intuit AI customers using outstanding invoice notifications and AI-drafted invoice reminder features, compared to customers sending standard invoice reminders to the same customers, from March 2025 to March 2026. U.S. data only; results outside the U.S. may vary.
3. Based on a survey commissioned by Intuit of QuickBooks US customers as of September 2025. 
4. Customers say they grew revenue by 18% on average when using QuickBooks, powered by Intuit Intelligence. Based on a survey commissioned by Intuit of QuickBooks US customers as of September 2025.
5. QuickBooks Workforce subscription sold separately. QuickBooks Workforce features and functionality vary by plan, which are subject to change. Certain features are available only with Workforce Premium or Elite, or may require additional fees. For details, see quickbooks.com/workforce.
6. Based on internal QuickBooks data.