Meet Your Dedicated Digital Teammates: Intuit AI Agents

Intuit AI Agents are the future of small business operations, acting as your dedicated digital teammates to help you navigate the complexities of running a business. Working continuously in the background, agents proactively identify crucial insights and carry out tasks for you. This is always done only after you have given your explicit permission.

Each agent is an expert in a specific domain, making a different part of your business easier and faster to run. They can create content, strategise, plan, and execute complex business workflows, ensuring you maintain control while accelerating growth.

Your Specialised AI Agents

Here is how each agent steps in to simplify and automate crucial business functions:

The Accounting Agent: Your Accuracy & Efficiency Partner

Your Accounting Agent is designed to deliver "done for you" accounting experiences, dramatically reducing the time and effort needed to maintain complete and accurate financial records.

• Automation: It handles tedious work like compiling bank-feed transactions with best-in-class accuracy in a fraction of the time, freeing you to focus on strategic business building.
• Intelligent Communication: For bank transactions that lack clarity, the agent takes the lead. It crafts the right questions, handles the back-and-forth conversations with you or your accountant, and automatically updates transactions.

The Customer Agent: Your Sales & Revenue Accelerator

The Customer Agent streamlines your entire sales pipeline, acting as a dedicated sales assistant that helps you land and nurture clients more effectively.

• Sales Automation: It automates lead generation, qualification, and nurturing, ensuring you focus your efforts on the highest-value opportunities.
• Opportunity Management: It helps automate outreach and manage professional proposals.
• Data Entry Elimination: It eliminates the manual chore of updating client notes and tasks, providing insights to maximise revenue and efficiently grow your project-based business.

The Project Management Agent: Your Profitability Guardian

This agent takes command of the crucial bid-to-profit cycle, ensuring your projects are executed efficiently and profitably from start to finish.

• End-to-End Coordination: It starts with budget creation, collaborates with the Customer Agent to secure the project, and then coordinates with Finance and Procurement agents for efficient execution.
• Real-Time Monitoring: The agent actively monitors project profitability, tracks any budget or timeline deviations, and recommends corrective actions in real time to guarantee optimal outcomes.

The Finance Agent: Your Strategic Financial Adviser

Your Finance Agent provides the high-level perspective you need to make informed decisions, translating complex data into actionable strategies for sustainable growth.

• Financial Clarity: It offers a consolidated summary view of your financial performance so you can quickly grasp your overall financial standing at a glance.
• Strategic Planning: The agent works closely with you or your finance teams to formulate business strategy and continuously optimise business performance to ensure you meet your financial goals.

The GST Agent: Your Compliance & Risk Eliminator

Your GST Agent simplifies the complexities of the Goods and Services Tax (GST), helping you meet ATO requirements and reducing risk of compliance issues.

• Accurate Categorisation: It helps you correctly categorise your products and services according to the latest tax laws.
• Error-Free Filing: It automatically reviews your BAS for potential errors before you lodge, supporting accurate calculations and helping you avoid mistakes.

Ready to speed up your workflow and ensure you're using all the latest features? Don't miss this essential training video that walks you through the new Intuit platform step-by-step.

Click here to start the training now!