Soon you’ll be able to put Intuit AI agents to work for you [1]

Learn how the power of the new Intuit platform will help save time and elevate your firm’s work.

A more powerful QuickBooks is coming, and we’re excited to share all the ways it’s designed to work with you to help save valuable time on day-to-day tasks. From detecting anomalies to filling out forms, Intuit AI agents will help eliminate busywork and improve accuracy so you can stay focused on what your firm and clients need most.

What are AI agents?

Inuit AI agents work under your control and guidance to automate key business flows  to help you and your clients complete simple tasks. The latest version of QuickBooks will include five main AI agents dedicated to streamlining day-to-day operations across major workstreams. These are your Accounting Agent, Finance Agent, Project Management Agent, Customer Agent and VAT AI Agent [Beta]. 

Your Accounting Agent in action

The Accounting Agent helps keep your clients’ books clean and accurate by suggesting categories and matching transactions. It detects and makes suggestions to resolve anomalies as well as streamlining collaboration with your clients. If anything needs your attention, you’ll see it right in your clients business feed.

• AI-powered bank feeds Monitoring bank feeds and transactions can be time-consuming. Now, transactions will be automatically categorised for your review while giving you the ability to easily monitor, edit, and customise as needed, in-line — eliminating overlays and extra clicks.  For example, if your Accounting Agent sees a charge for a gas station, it’ll automatically categorise it as vehicle expense.

• (BETA) AI-powered collaboration You can flag transactions needing more information to initiate communication with your clients so you can gather the necessary details, seamlessly. In-platform chat and messaging eliminates the need for email back-and-forth, saving time clarifying information before you post transactions to books. For example, if you see a client charge for something on Amazon and aren’t sure what it’s for, your AI agent can draft an email requesting more info—right in QuickBooks. Once the client uploads the receipt you need, it will also check to make sure it’s the right one.

• Anomaly detection The Accounting Agent identifies potential errors on your balance sheets and in profit and loss reports, highlighting which transactions were the cause. It will even put together a detailed explanation so you can investigate further to determine if any action needs to be taken. For example if a client usually spends £27 at the gas station and suddenly has a charge for £250, it will nudge you to reach out to the client and verify the charge.

Make your Finance Agent work for you

Your Finance Agent’s job is to summarise profit and loss, cash flow and balance sheets to highlight risks and trends based on actuals vs forecasts. By automatically surfacing discrepancies in accounts and budgets, it will help catch issues as early as possible. 

• Tailored summaries of profit and loss, cash flow, and balance sheets help you easily see risks and trends based on actuals vs. forecasts, so your clients always know where they stand.

• Anomaly detection surfaces unusual entries or discrepancies in your clients’ accounts and budgets, helping you catch issues early and avoid surprises.

For example, your client’s dashboard may show that income is down by 5%. After viewing your agent’s insights, it’s easy to see this likely due to two of their customers. Then you can encourage your client to invoice the customers to get things back on track.

Get a headstart with your Project Management Agent

Your Project Management Agent will help you and your clients spend less time with data entry so your clients can spin up new projects even faster. It will take care of the busywork by autofilling forms with key details—such as project name, customer information, and start/end dates while giving them the ability to customise fields as needed.

Stay compliant with your VAT AI Agent [Beta] 

Automate your prefile-check and help your clients file VAT with confidence. This agent is designed to identify transactions that cause differences between the income reporting on the profit and loss statement and the net sales amount on the VAT return. It also provides potential causes for these differences, along with recommendations to address them.

Your fully integrated Business Feed 

The personalised business feed helps you save time, stay in control, and ensure every job is done right. It’s your home base for efficiency, from monitoring work done by AI agents that’s ready for you to review and approve, to tips on what’s next.

At QuickBooks, we’re always looking for new ways to make your day-to-day tasks a little easier. That’s why the latest version is putting Intuit AI agents to work for you throughout the experience to help minimise busywork and ensure accuracy for you and your clients—but we’re only getting started. As the industry continues to change, we’ll keep looking for new ways to help you stay ahead.

[1] Functionality will vary depending on plans. Currently Intuit AI Agents process information in the English and French languages only. If your account contains information in other languages, there may be some limitations in the outputs provided by Intuit AI Agents. We recommend you review all outputs carefully.

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.