Overview of Intuit AI in QuickBooks Online

Intuit AI is your new digital teammate, working behind the scenes to proactively surface key insights, and act on your behalf with your permission. Each AI is focused on making a different part of your business easier and faster to run, while you are always in control. They can create content, plan, think, and execute complex business workflows for you.

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Accounting AI

Your Accounting AI delivers ”done for you” accounting experiences that reduce the time required to get complete and accurate books. Agentic automation provided by Accounting AI completes the tedious work with best-in-class accuracy in a fraction of the time, allowing you to focus on building the business rather than compiling transaction data.

For bank transactions that need more context, the AI crafts the right questions to request more information, intelligently handles back and forth conversations between you and your accountant, and updates transactions automatically. Learn more about your Accounting AI.

Customer AI

Your Customer AI streamlines sales by automating lead generation, qualification, and nurturing. It helps you get leads, focus on high-value opportunities, automate outreach, and manage proposals. It also offers insights to maximize revenue and efficiently grow your project-based business and eliminates manual data entry of updating client tasks & notes. Learn more about your Customer AI.

Project Management AI

Your Project Management AI streamlines the entire bid-to-profit cycle. Starting with budget creation, it collaborates with customer AI to secure projects, then coordinates with finance and procurement agents to execute efficiently. The AI also monitors profitability, tracks deviations, and recommends corrective actions in real time to ensure optimal outcomes. Learn more about your Project Management AI.

Finance AI

Your Finance AI offers a consolidated summary view of financial performance to quickly grasp your overall financial standing. It will work with you or your finance teams in formulating business strategy, and will help you deliver on the financial plans by continuous business performance optimization. This integrated approach establishes a strong financial foundation and drives sustainable growth. Learn about your Finance AI.

Sales Tax AI

Your Sales Tax AI helps you correctly categorize your products and services and then automatically reviews your return for errors before you file. This ensures your calculations are accurate and helps you avoid mistakes. Learn more about your Sales Tax AI.