Finance AI

Stay prepared for your financial future

Manage finances efficiently with Finance AI that delivers a faster path to month-end close, insights, summary, and analysis.

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Steer business growth confidently

Finance AI helps you drive profitability with big picture insights delivered.

Dive deeper into insights

Make informed decisions with Finance AI that provides your teams with comprehensive insights and helps monitor budgets, goals, and forecasts.

Support goals with monthly summaries

Finance AI supports your business goals by delivering monthly summaries of performance highlights for you to easily edit and share with stakeholders.

Take timely action on your KPIs

Finance AI provides KPI-level recommendations to your financial decision-makers, helping them identify and respond to risks and anomalies quickly and efficiently.

WHAT OUR CUSTOMERS SAY

Over 1 in 2 businesses received a clearer picture of their financial performance with Intuit AI.¹

Connected intelligence. One solution.

Everything you need to grow profitability

Advanced

Boost efficiency and profitability

$275

Save 50% for 3 months*

Intuit Intelligence

Guided setup and ongoing guidance
BETA
Have expert help getting started, and get direct access to product experts to answer 'how-to' questions and provide key usage guidance, so you can manage workflows with confidence.
Smart expense organization
Intuit AI uses next-level intelligent automation to speed up expense categorization with improved accuracy.
Accounting AI
Bookkeeping reimagined for today. Smart books that go beyond intelligent categorization to deliver cleaner, more accurate books.
Payments AI
Cashflow, on autopilot. Automate invoices and track late payments—plus get personalized prompts to help you get paid faster.
AI-powered reconciliation
Automagic AI reconciliation saves you time by proactively importing your bank statements to get your books clean faster.
Customer AI
Turn interest into new business—automatically. Manage leads, follow-ups, and proposals with an AI agent that never drops the ball—built to accelerate your growth.
Sales Tax AI
BETA
Finds and shows you any discrepancies between profit & loss and sales tax liability reports, gives explanations for why they happened, and suggests possible ways to fix them.
Finance AI
Make faster, data-backed decisions and plan for the future with an AI planning agent that analyzes progress toward your KPIs and delivers scenario planning specific to your business.
Project Management AI
BETA
Automatically create projects and track work with continuous project cost allocation, helping keep you more on time and on budget.
Chat for instant insights
BETA
Ask anything—from “What’s driving my profit?” to “What invoices am I waiting on?”—and get instant, contextual answers in clear, concise language.

Top features:

Custom roles & permissions
Create and manage users and pre-defined roles, assigning them specific access levels to various areas of QuickBooks.
Data sync with Excel
Seamlessly send data back and forth between QuickBooks Online Advanced and Excel for more accurate business data and custom insights.
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Custom report builder
Build and save reports that are tailored to your business needs.
Batch invoices and expenses
Create invoices, enter, edit, and send multiple invoices faster.**
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Workflow automation
Save time and mitigate risk with automated workflows and set reminders for improved cash flows and more.
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Cash flow management
Organize and track your business bills online.
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Revenue recognition
Stay consistent, compliant, and credible with automated revenue recognition.
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Forecasting
Use your historical financial data to analyze trends and create projections of future outcomes, so you can make better-informed business decisions.
Backup and restore
Build and save reports that are tailored to your business needs.

AI solutions for every job

See how Intuit AI can help you complete tasks, surface insights, prioritize leads, and improve accuracy and profitability across your entire business.

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Frequently asked questions

What’s Intuit AI?

What does Finance AI do?

Finance AI helps manage your finances more efficiently with optimized month-end close and a faster path to insights, summary, and analysis. For QuickBooks Advanced users, the agent delivers insights that show you the big picture of your business performance and help you drive profitability. It also supports your business goals by delivering monthly summaries of performance highlights for you to easily edit and share with business stakeholders and providing recommendations on how to better hit your KPIs. Finance AI is currently available to QuickBooks Advanced and Intuit Enterprise Suite users.

Explore Intuit AI

How does Intuit AI work?

What’s the difference between agentic AI and generative AI?

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 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.

What if I prefer to connect with a human expert?

How do I know Intuit is using AI responsibly?

Intuit uses AI to help solve your most pressing problems and help you make insightful financial decisions. We automate and personalize your experience to help put more money in your pocket with less work, while giving you confidence in your actions and decisions. We’ve been working with AI for years, and we’re further integrating it into our financial technology platform to help power your prosperity.

Our responsible AI principles guide how we operate and scale our AI-driven expert platform responsibly.

Review our responsible AI principles