Finance Agent icon

Finance Agent

Stay prepared for your financial future

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

Steer business growth confidently

Your Finance Agent helps you drive profitability with big picture insights delivered.

Dive deeper into insights

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

Support goals with monthly summaries

Your Finance Agent 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

Your Finance Agent 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

All in one. Get it done.

Amp up efficiency with AI agents and access to trusted experts.*

1
Select plan
2
Add Payroll(optional)
3
Checkout
Get started with
QuickBooks
Online Advanced
QuickBooks Advanced Workflows
Advanced
Boost efficiency and profitability
$275
$137.50/mo
Save 50% for 3 months*
25 users
Includes access for your accountant
Invite your accountant to access your books, control user-access levels, and share reports without sharing a log-in.**
See more
Intuit Assist
Smart expense organization
Boosts your efficiency by reviewing and organizing your transactions
Intuit Assist uses next-level intelligent automation to speed up expense categorization with improved accuracy.
Accounting Agent
Posts transactions quickly—with explanations and predictions
Bookkeeping reimagined for today. Smart books that go beyond intelligent categorization to deliver cleaner, more accurate books.
Payments Agent
Helps create tailored strategies to get you paid faster
Cashflow, on autopilot. Automate invoices and track late payments—plus get personalized prompts to help you get paid faster.
AI-powered reconciliation
Identifies potential issues and suggests solutions
Automagic AI reconciliation saves you time by proactively importing your bank statements to get your books clean faster.
Customer Agent
Prioritizes leads from your inbox and personalizes email followups
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 Agent
BETA
Identify potential issues and suggests fixes before you file
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 Agent
Goes beyond P&L with financial planning and KPI analysis
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 Agent
BETA
Helps win bids and allocate costs to keep projects on time
Automatically create projects and track work with continuous project cost allocation, helping keep you more on time and on budget.
Top features:

  • Custom user management and 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.
    See more

  • 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.**
    See more

  • Backup and restore

    Build and save reports that are tailored to your business needs.

  • Revenue recognition

    Stay consistent, compliant, and credible with automated revenue recognition.
    See more

  • Forecasting

    Use your historical financial data to analyze trends and create projections of future outcomes, so you can make better-informed business decisions.

  • Powerful reports

    Monitor financial metrics and build customized dashboards that measure performance.
    See more
Intuit Assist logo

An AI agent for every job

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

Frequently asked questions

Keep growing with Intuit Assist

Get started today and automate your path to growth with confidence.

Important pricing details and product information
How can we help?
Talk to sales 1-877-866-5232

Monday - Friday, 5 AM to 6 PM PT

Get product support
Visit support page