Introducing Intuit Assist for QuickBooks, a trusted business assistant by your side

When it comes to managing cash flow, finding customers, and growing their business, small business owners have to make important decisions that can have a significant impact on their success. That’s where Intuit Assist for QuickBooks comes in—our new generative AI-powered financial assistant, soon to be available in beta. Intuit Assist is designed to help your clients succeed. By surfacing powerful and relevant insights based on business performance and their customers’ behaviour, Intuit Assist will help guide small businesses on the spot and enable them to make informed business decisions.

The power of Intuit Assist

Intuit Assist will help your clients’ businesses thrive by automating tasks and workflows, including invoicing and building action plans to help them meet business goals. Your clients will have the ability to ask Intuit Assist to send invoices, surface profitability insights, identify their top-selling products by month, and more. If your clients also use Intuit Mailchimp, Intuit Assist will soon help optimise their sales pipeline by automatically drafting marketing emails to potential customers, using relevant product and service data from QuickBooks.

Intuit Assist is being built to help more with what is top of mind for small- and mid-sized businesses of all types. Your clients might not know what to ask, but Intuit Assist will be an always-on financial assistant working in the background, leveraging your clients’ business data and data points from businesses like theirs to proactively surface personalised insights every step of the way.

How Intuit Assist works

Once available, your clients will be able to access Intuit Assist in QuickBooks. Some key ways Intuit Assist will help and support your clients’ businesses include the following:

1. Personalised insights

Intuit Assist will help save time and provide insights to give a comprehensive view of where their business stands. Once they have this information, you can help them make better-informed business decisions.

2. Do it for me

Intuit Assist will automate tasks, such as drafting invoice reminders, saving clients time, and helping them get paid. If a gap in revenue is projected, Intuit Assist will surface those cash flow hotspots and deliver clear, personalised recommendations to help them close the gap and meet revenue goals.

3. Guide me

With your expertise combined with knowledge from our extensive financial data, Intuit Assist will be able to create a fully customised action plan across both QuickBooks and Mailchimp that guides a small business owner's attention to where it’s most impactful.

Technology continues to help small business owners better understand their business, streamline processes to save time, and grow their companies. We believe AI-driven innovations such as Intuit Assist are a vital part of powering your clients’ business success into the future.

Intuit Assist beta will be made available to selected UK QuickBooks customers who register their interest in the coming months. Intuit Assist and other AI features and functionalities are currently available at no additional cost to QuickBooks users. Pricing, terms, conditions, special features and service options are subject to change without notice. Intuit reserves the right to discontinue the feature at any time for any reason in its sole and absolute discretion.

This information contains forward-looking statements, including our expectations regarding the functionality and availability of current or future features. Because these forward-looking statements involve risks and uncertainties, there are important factors that could cause our actual results to differ materially from these expectations, as described in our SEC filings. This represents no obligation to deliver future features and shouldn't be relied on in making a purchasing decision. Additional terms, conditions and fees may apply.