You can soon put Intuit AI agents to work for you

Learn how you’ll soon be able to leverage the power of automation to save time and elevate your firm’s work. 

A more powerful QuickBooks on the Intuit platform is coming soon, and we’re excited to share all the ways it’s designed to work with you to help save valuable time on day-to-day tasks. From matching transactions to detecting anomalies, Intuit AI agents will help eliminate busywork and improve accuracy so you can stay focused on what your firm and clients need most.

What are AI Agents?

Intuit AI agents are designed to work under your control and guidance to automate key business flows to help you and your clients complete simple tasks. Soon, QuickBooks will integrate these AI agents to streamline day-to-day operations across workstreams. Let’s explore what the AI Agents will soon be able to do for you and your clients.

Evolve how you work with Intuit AI agents

The Accounting Agent in action

The Accounting Agent will help keep your clients’ books clean and accurate by suggesting categories and matching transactions. It will detect and resolve anomalies and streamline collaboration—but will never post anything without your knowledge. If anything needs your attention, you’ll see it right on your dashboard.

• AI-powered bank feeds: Monitoring bank feeds and transactions can be time-consuming. Now, transactions will be automatically matched and categorised for your approval based on past allocations. You’ll also have the ability to easily edit inline, eliminating overlays and extra clicks. For example, if the Accounting Agent sees a charge for a petrol station, it’ll automatically categorise it as vehicle expense.
• AI-powered collaboration (BETA): You can flag transactions that need more information to initiate chats with your clients right in QuickBooks. In-platform messaging eliminates the need for email back-and-forth, saving time by clarifying information before posting transactions to the books. For example, if you see a client charge for Amazon and aren’t sure what it’s for, you can message your client within QuickBooks to request the receipt. Once your client responds, the AI Agent will check to make sure the correct information has been provided.
• AI-powered anomaly detection: The Accounting Agent identifies potential errors on balance sheets and in profit and loss reports, highlighting transactions that could be the cause. It will also provide detailed explanations so you can investigate further to determine any necessary action. For example, if a client typically spends $72 on their phone bill and suddenly has a charge for $250, the agent highlights the discrepancy so you can reach out to the client and verify the charge.

Make the Finance Agent⁺ work for you

The Finance Agent’s job is to summarise profit and loss, cash flow, and balance sheet information to highlight risks and trends based on actuals vs. forecasts. By automatically surfacing discrepancies in accounts and budgets, it will help catch issues as early as possible.

• Tailored summaries of profit and loss, cash flow, and balance sheet data will help you easily identify risks and trends based on actuals vs. forecasts, so your clients know where they stand and you can proactively reach out to provide value-add advice.
• Anomaly detection will surface unusual entries or discrepancies in your clients’ accounts and budgets, helping you catch issues early and avoid surprises.

For example, your client’s dashboard may show their income has dropped by 5%. After reviewing the Finance Agent’s insights, you notice this is caused by delayed payments from two customers. You can highlight the issue to your client and encourage them to send invoices or payment reminders to get things back on track.

Get a head start with the Projects Agent

The Projects Agent will help your clients spend less time with data entry so they can spin up new projects even faster. It will take care of the busywork by autofilling forms with key details such as project name, customer information, start/end dates, and even allow for customised fields.

Help clients grow with the Customer Agent

The Customer Agent will integrate with your customers email platform to source leads and prioritise them based on their likelihood to convert. It also drafts personalised email responses to help nurture leads and respond quickly without wasting time on manual tasks.

Your fully integrated Business Feed

The personalised business feed will help you save time, stay in control, and ensure every job is done right. It will be your home base for efficiency, from monitoring work done by AI agents that’s ready for you to review and approve, to tips on what’s next.

At QuickBooks, we’re always looking for new ways to make day-to-day tasks a little easier for you and your clients. That’s why we’ll be putting Intuit AI agents to work for you to help minimise busywork. As the industry continues to evolve, we’ll give you the tools you need to stay ahead.

Helpful Resources

At QuickBooks, we’re always looking for new ways to make day-to-day tasks a little easier for you and your clients. That’s why we’ll be putting Intuit AI agents to work for you to help minimise busywork. As the industry continues to evolve, we’ll give you the tools you need to stay ahead.

Explore more resources to guide you through the new QuickBooks on the Intuit platform:

• QuickBooks platform: Deep dive into an overview of the new Quickbooks platform.
• Advisor toolkit: Download our toolkit that helps orient you on the new platform experience and what it can do for you.

Your clients will have questions too. Share these resources to help them get up to speed:

• Demo Video: A guide to navigating the updated QuickBooks layout.
• FAQs: Answers to common questions about the new platform and Early Access.
• Client Toolkit: Shareable PDF with an email template to send to your clients to educate on the new platform.

For more information, visit the Accountant Resources.

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. Product offers, features, and functionality are subject to change without notice. Currently, Intuit AI Agents process information in English and French languages only. If your account contains information in other languages, there may be some limitations in the outputs provided by Intuit AI Agents. Finance and Customer AI Agents will deliver outputs in English only. We recommend you review all outputs carefully.

Beta features: Beta features have very limited availability and are subject to change. Features may be more broadly available soon.

⁺Finance Agent available on QuickBooks Advanced only. Not available to customers with multi-currency enabled.