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Table of contents
Table of contents
"How can I get more customers?"
Running your business is now as simple as asking a question. QuickBooks with Intuit Intelligence gives you instant answers and personalized recommendations based on your unified financials, Intuit’s powerful agentic AI capabilities, and the benefit of decades of Intuit’s trusted proprietary data.
"How’s my cash flow this month?"
"How can I reduce operating costs?"
"Am I ready to hire a new employee?"
Intuit Intelligence is already driving meaningful impact for small businesses like yours, replacing disjointed tools and workflows with a single, intelligent experience. Since launching in August 2025, over 3 million customers are now using Intuit’s AI-powered tools to streamline their day-to-day work.1
With access to human experts to supercharge the power of Intuit’s AI and data, Intuit Intelligence empowers businesses to succeed. It’s a system of intelligence that’s fundamentally improving how you run and grow your company.
What is Intuit Intelligence and how does it work?
Intuit Intelligence provides a unified view of your business by securely connecting your accounting, payments, payroll, bill pay***, and tax data in one place. No more switching between tools or uploading spreadsheets. You get personalized insights that factor in your business’s size and industry, so the insights and strategies it suggests are relevant and reliable. And it’s strengthened by a network of CPAs, certified bookkeepers, and specialists who can review and clarify the AI's insights to ensure accuracy and provide expert-backed guidance. 74% of customers surveyed say Intuit AI gives them a better picture of their business's financial health.2
This revolutionary system of intelligence delivers insights powered by AI agents, giving you the best of both worlds:
- Artificial intelligence (AI) instantly gives you answers to complex business questions rooted in your financial data. Because Intuit Intelligence is built on decades of trusted proprietary data across our platform, it gets smarter with every interaction. It learns from real financial behavior, growing more contextual over time, and continuously improves the quality of the insights it delivers.
- Human intelligence (HI) is invaluable. Access Intuit Experts or trusted accountants for the guidance you need to move your business forward.3
Intuit Intelligence now offers:
- Intuit Intelligence brainstorming gives you an AI-powered conversational experience (beta) to explore ideas, ask questions, and uncover opportunities using your own business data. From questions like “How can I find new customers?” to “What should I focus on next?,” you receive instant, personalized guidance and recommendations, helping you think through decisions with confidence and turn ideas into action.
- Intuit Intelligence analytics (beta) enables you to ask precise, data-driven questions such as "Show my overdue invoices from 2025" and receive instant, visual insights grounded in the latest state of your business, along with clear next-step recommendations.
- Faster setup and migration with AI + HI experts: You can ask to “connect me with an expert” when it’s time for a hand-off to trusted human experts. And coming soon**, you will be able to do onboarding and migration within the Intuit Intelligence experience.
In QuickBooks you can also access powerful agentic-AI technology: including the Accounting Agent, Payments Agent, Customer Agent, Payroll Agent, and Sales Tax Agent, and the new Business Tax Agent (beta). And you get access to automations powered by Intuit AI that lead to stronger business impact, including time-saving results such as helping to close books nearly three times faster.4
Discover data-backed insights for your business
It’s easy to feel overwhelmed by all the data your business generates, but with Intuit Intelligence, you can ask questions and get personalized insights based on your business data. Log into QuickBooks now and give it a try.
Here are just a few questions you can ask about your business:
- Can you summarize my profit and loss?
- Do I have any overdue bills?
- Am I prepared for a cash crunch?
- Show me some commonly missed tax deductions.
- Can you connect me with an expert?
Intuit AI has helped my business move faster by giving me quick, clear insights into unusual changes in our books so I can address issues immediately. It also makes communication with my accountant more efficient by organizing the data we both need in a way that’s easy to understand and act on.
More business tax innovations in QuickBooks
Many small business owners carry constant worries about taxes. 34% worry about making the following mistakes:5 Underpayment that triggers IRS trouble, but also overpaying and losing cash the business needs. And keeping up with complex compliance rules becomes time-consuming, especially when 43% of business owners say they taught themselves financial management.5
This month, QuickBooks also is launching new tools to help you maximize deductions and tax savings, so you’re better prepared for tax season all year round. And we're always listening to your feedback, releasing improvements to banking, usability, data, and performance experience.
Have a simpler, smarter tax season
The new Deduction Maximizer, part of QuickBooks Business Tax Agent (beta), is a new always-on assistant that finds and suggests ways to improve your deductions all year round. It prioritizes suggestions based on gaps in your books and highlights those extra savings. When it's time to file, the seamless integration with QuickBooks Live Tax, powered by TurboTax, allows for a smooth handoff to human experts. You’ll be tax-ready every day, not just at deadline time, saving you both time on prep and potentially money on your return.
The Business Tax Agent streamlines year-end filing and helps businesses stay compliant, enabling 58% of businesses uncover key deductions.6
For example, if you have an expense that was paid in cash or charged to a different account than the ones linked in QuickBooks, you may not remember to add this expense. Because the Business Tax Agent knows your industry, your type of business, and your number of employees, it can suggest missed deductions across relevant categories. You can then set reminders to fill in the missing information, or add a new expense.
The [Deduction Maximizer] format was very clear, organized, and easy on the eye. It also aligned with and was reminiscent of CPA tax worksheets. Recognizable, thorough, and therefore felt trustworthy.
Quality you can count on
You need tools that work as hard as you do. We’ve been listening to your feedback and are rolling out foundational improvements to ensure QuickBooks is fast, accurate, and reliable. These include:
- Better banking experiences: We’re delivering more stable bank connections and a smoother flow for fixing broken connections, so you spend less time troubleshooting.
- Mobile enhancements: Enjoy improved invoicing usability on the go, making it easier to get paid right from your phone.
- Automation time-savers: From smarter payroll workflows to automated inventory adjustments, we’re removing the manual steps from your daily tasks.
- Autosave and data protection enhancements: New autosave feature and pop-up warnings help you work confidently without worrying about accidental data loss.
- Enhanced shipping address management: QuickBooks Online now lets users store multiple shipping or delivery addresses within a single customer profile. By eliminating time-consuming manual workarounds, this enhanced feature streamlines your workflow, saving time and improving overall efficiency.
- Multi-email support for vendors and customers: You can now store multiple email addresses within each vendor or customer profile in QuickBooks Online, allowing you to easily send POs, invoices, or other communications to different contacts within the same company. With the ability to associate multiple emails to a single profile, you can seamlessly send the right documents to the right people, saving time and reducing communication errors.
These and other updates mean you get more time to focus on what matters most. Read the full list and stay updated on the latest improvements by visiting the “What’s New” page in QuickBooks or the Product Update section on the QuickBooks Blog.
If I'm somewhere and I need some information...[using Intuit Intelligence on mobile] is just faster, efficient. If I think of something that I need to do, I can do it right then rather than try to remember to do it later...There's a million things always to think about and one less thing to remember to check off your list is always good.
Get started now
The complexity of managing business operations shouldn't keep you from actually running your business. With continuous innovations, QuickBooks can be your most trusted, always-on teammate. If you’re already a QuickBooks user, sign in and try the new Intuit Intelligence and Business Tax Agent (beta) dashboard to see your potential savings. Here’s to a smarter, more profitable year ahead.
Disclaimers
*Intuit Intelligence chat is only available to admin users at this time. Prompt queries are limited. This feature is in Beta. Beta features have limited availability and are subject to change.
**This information is intended to outline our general product direction, but represents no obligation and should not be relied on in making a purchasing decision. Additional terms, conditions and fees may apply with certain features and functionality. Eligibility criteria may apply. Product offers, features, and functionality are subject to change without notice.
***Money movement services are provided by Intuit Payments Inc., licensed as a Money Transmitter by the New York State Department of Financial Services.
1Based on internal data of customer usage of Intuit AI-powered tools from August 2025-January 2026.
2 Based on a survey commissioned by Intuit of QuickBooks Online customers using Intuit AI as of November 2024.
3 Feature availability may vary by product.
4 Based on internal data as of November 2025, comparing customers opted into AI-powered reconciliation vs non-AI powered reconciliation.
5 Source: https://quickbooks.intuit.com/r/small-business-data/business-owernship-in-2026/
6 Business Tax AI (beta) is available in QuickBooks Essentials and up. The Deduction Maximizer is also available as a feature in QuickBooks Simple Start.
