Agentic AI, connected data, and deeper functionality will power efficiency and growth 

It’s a reality we all know—business owners are busy, short on time, and juggle competing priorities. In fact, a recent study shows that they spend an average of 36% of their working time on administrative tasks, and use between 7 and 25 apps to manage operations. These disconnected tools and fragmented data sets can impact productivity, efficiency, and confidence in their workflows. 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 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 solution. 

No matter where you are in your business journey—just getting started, growing in complexity, or operating at a larger scale—QuickBooks will deliver the best of automation and insights so you can make informed decisions and grow your business. 

Rest assured, the QuickBooks you know and love isn’t going away. It’s evolving into a more powerful business solution that will unlock next-level efficiency.

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 developing your business.

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 source leads from your business email inbox, draft personalized responses to be reviewed and approved, and track customer opportunities in the sales cycle.

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 you can get more done.

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 business in a single comprehensive view. 

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

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 marketing efforts by combining data from Mailchimp and QuickBooks. 

Improved insights and reporting: A customizable performance dashboard will track your business’ financial health and highlight what needs your attention most. AI-powered insight will detect new trends or anomalies in your 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: New chat features let you and your team talk and work together in QuickBooks. This will make it easier to move projects forward and get work done faster.

Boost sales and manage relationships—all in QuickBooks

Doing more in a single solution makes life easier. With the new dedicated customer hub, we’re adding a brand new area of functionality to QuickBooks. Here, you’ll 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.

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, a small group of QuickBooks customers will be moved automatically to the new experience. This will provide some users with a chance to explore the new look and feel of QuickBooks on the Intuit platform.All users will be able to opt into the experience by early September.

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 CRM, 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 your goals. We’re here to help you through this change, and make sure these innovations add value to your business. 

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.