Introducing Intuit Intelligence

Intuit Intelligence combines artificial intelligence (AI) and business intelligence (BI) to provide instant answers and automate financial tasks in QuickBooks. We use your company data to deliver custom insights and help you act on your business goals without manual data entry.

Note: This experience is currently available for QuickBooks Online only.

How Intuit Intelligence works

Unlike general AI tools, Intuit Intelligence is built directly into QuickBooks. We connect your accounting and payments data to provide a complete view of your business.

• Artificial Intelligence (AI) learns your workflow, answers specific questions, and performs multi-step tasks. 
• Business Intelligence (BI) connects data points across your business to show patterns, trends, and future forecasts.

Because we use your real-time company data, you don't need to upload files or write complex prompts to get personalised help.

Key features and capabilities

You can access Intuit Intelligence through the chat box inside QuickBooks to perform the following:

• Ask financial questions: Get instant answers to financial questions like "What is driving my profit?"
• Automate workflows: Use AI to help complete tasks.
• Get custom insights: View trends and forecasts specifically tailored to your business performance.

Manage the companion view

Intuit Intelligence includes a companion view that helps you work.

• If you don't need help, close the sidebar. The system will respect your choice and remain closed for the rest of your session to avoid distractions.
• To open the assistant at any time, select Intuit Intelligence icon from your navigation menu.

Provide feedback

After you use Intuit Intelligence to get an answer or finish a task, tell us how well it did with the thumbs up or thumbs down icons. This feedback helps it learn your preferences and get better.