Overview of agents in QuickBooks Online

Intuit AI agents are your new digital teammates, working behind the scenes to proactively surface key insights, and act on your behalf with your permission. Each agent 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.

Accounting Agent

Your Accounting Agent delivers ”done for you” accounting experiences that reduce the time required to get complete and accurate books. Agentic automation provided by Accounting Agent 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 agent 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 Agent.

Customer Agent

Your Customer Agent 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 maximise revenue and efficiently grow your project-based business and eliminates manual data entry of updating client tasks & notes.

Payments Agent

Your Payments Agent analyses customer behaviours to identify and act on tailored opportunities that increase invoices paid in full, draft engaging customer communication, and provide visibility into cash flow.

Project Management Agent

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

Finance Agent

Your Finance Agent 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 optimisation. This integrated approach establishes a strong financial foundation and drives sustainable growth.