A more powerful QuickBooks 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 detecting anomalies to filling out forms, Intuit AI agents will help eliminate busywork and improve accuracy so you can stay focused on what your firm and clients need most.
Inuit AI agents will soon work under your control and guidance to automate key business flows to help you and your clients complete simple tasks. QuickBooks on the Intuit Platform will soon include AI agents dedicated to helping streamline day-to-day operations across workstreams. Let’s get into what the Accounting Agent, Finance Agent, Projects Agent, and Sales Tax AI Agent will soon be able to do for you and your clients.
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 categorized while giving you and your clients the ability to easily monitor, edit, and customize as needed, in-line—eliminating overlays and extra clicks.
For example, if the Accounting Agent sees a charge for a gas station, it’ll automatically categorize it as vehicle expense.
• (BETA) AI-powered collaboration
You can flag transactions that need more information to initiate communication with your clients so you can gather the necessary details, seamlessly. In-platform chat and messaging eliminates the need for email back-and-forth, saving time by clarifying information before you post transactions to books.
For example, if you see a client charge for something on Amazon and aren’t sure what it’s for, the AI agent can draft an email requesting more info—right in QuickBooks. Once the client uploads the receipt you need, it will also check to make sure it’s the right one.
• Anomaly detection
The Accounting Agent identifies potential errors on your balance sheets and in profit and loss reports, highlighting which transactions were the cause. It will even put together a detailed explanation so you can investigate further to determine if any action needs to be taken.
For example if a client usually spends $27 at the gas station and suddenly has a charge for $250, it will nudge you to reach out to the client and verify the charge.
The Finance Agent’s job is to summarize profit and loss, cash flow and balance sheets 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 sheets will help you easily see risks and trends based on actuals vs. forecasts, so your clients always know where they stand.
• 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 that income is down by 5%. After viewing the agent’s insights, it will be easy to see this is likely due to two of their customers. Then you can encourage your client to invoice the customers to get things back on track.
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, and start/end dates while giving them the ability to customize fields as needed.
For example, after categorizing leads in your client’s inbox, the agent will automatically draft a response for your client to review based on each specific email. It will also help schedule meetings, prompt your clients to follow up, and more—depending on where they are in the process. The agent can even turn handwritten notes into shareable files.
Automate your prefile-check and help your clients file sales tax with confidence. This agent is designed to identify transactions that cause differences between the income reporting on the profit and loss statement and the net sales amount on the Sales Tax return. It will also provide potential causes for these differences, along with recommendations to address them.
The personalized 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 throughout the experience to help minimize busywork. As the industry continues to evolve, we’ll give you the tools you need to stay ahead.
Early access blog - Your clients can check out the new experience and read FAQs
Product innovation blog - Your clients can learn about new AI Agents in QuickBooks
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.
* Intuit Assist features may differ based on product. Not available with QuickBooks Self-Employed.
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, functionality are subject to change without notice.
Intuit Assist and certain other Al features are currently available at no additional cost at this time. Pricing, terms, conditions, and service options are subject to change without notice.
AI Agents (Excl. Sales Tax AI Agent): While available in all QuickBooks-supported languages, the agent’s output will be English-only at launch. Localization for other languages will roll out gradually thereafter.
Beta features: Beta features have very limited availability and are subject to change.
Features may be more broadly available soon.
