Your partner in business

A more powerful QuickBooks will soon put Intuit AI agents to work for you.

The AI capabilities built into the latest QuickBooks were developed with one goal in mind: to help take care of the small stuff so you can focus on the big picture. It works with you, under your control, to create more efficiency. The best part? The more you use it, the better and more valuable it becomes.

What are AI agents?

With your guidance, Inuit AI agents work to automate key business flows to help you complete simple tasks. The latest version of QuickBooks includes five main AI agents dedicated to helping you streamline day-to-day operations across workstreams. These are your Accounting Agent, Finance Agent,  Projects Agent,  Customer Agent and VAT AI Agent [Beta, UK only].

Your Accounting Agent in action

The Accounting Agent will help keep your books clean and accurate by suggesting categories and matching transactions. It will detect and resolve anomalies and streamline collaboration.  

• 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

With a Finance Agent that’s committed to your business, you can ensure you have the most accurate, up-to-date information to work from every step of the way. If anything needs your attention, you’ll see it right on your dashboard.

• 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

Spend less time on data entry so you can get right to work. Your Project Management Agent will take care of the busywork by creating draft projects for you to review and edit as needed. The agent autofills forms with key details—such as project name, customer information, and start/end dates—and allows you to customise categories.

Grow your business Customer Agent

The Customer Agent sources leads from your email inbox and prioritises those most likely to convert, drafts personalised email responses, tracks customer opportunities in your sales cycle and drafts estimates ready to send.

Stay compliant with your VAT AI Agent [Beta, UK only] 

This feature will include a Pre-File Check that helps you identify transactions that cause differences between your income reporting on the profit and loss statement and net sales amount on the VAT return. It also will flag potential causes for these differences and recommendations to address them to help you file with confidence.

Take the lead with your 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—but we’re only getting started. As the industry continues to change, we’ll keep looking for new ways to help you stay ahead.

* Currently, Intuit AI Agents process information in English and French only. If your account contains information in other languages, there may be some limitations in the outputs provided by Intuit AI Agents. We recommend reviewing 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, functionality are subject to change without notice.