Get to know the Intuit Platform

Accounting Agent keeps your books clean and accurate by automatically categorizing transactions, detecting and resolving anomalies, and reconciling accounts—flagging what needs approval or attention from you or your accountant.

Customer Agent helps you grow your business by finding, qualifying, and organizing leads from your Gmail or Outlook inbox. It prioritizes outreach, manages follow-ups, and keeps client notes updated, so you can focus on building relationships.

Payments Agent keeps your cash flow moving by analyzing customer behavior and suggesting actions to help get invoices paid faster. It can also draft reminders and provide visibility into payment trends.

Project Management Agent supports your full bid-to-profit process. It helps create budgets, coordinates with other agents to execute projects, and monitors profitability in real time—offering suggestions to stay on track.

Finance Agent analyzes your financial data and automatically creates forecasts, highlights variances, and pinpoints the source to help you stay on track to your goals and support long-term growth.

Payroll Agent automates payroll prep by gathering data from employees via text or the QuickBooks Workforce app. It checks the info, flags any issues, and can run payroll after you approve it.

Sales Tax Agent helps you categorize your products and services correctly. It then reviews your return for errors before you file, ensuring accurate calculations and helping you avoid mistakes.