Intuit has launched a set of artificial intelligence agents for QuickBooks that, according to the Mountain View, CA-based company, will automate workflows and, when combined with human experts, deliver real-time insights and improve cash flow for businesses.
Embedded in the Intuit platform, the AI agents provide QuickBooks customers with a virtual team working on their behalf while the business “is always in control,” the company said. The AI agents help to complete workflows across customer relationship management, financial analysis, payments, accounting, and more, saving businesses up to 12 hours a month, Intuit said.
These AI agents are also able to work alongside human experts to provide businesses with additional expertise and support.
Intuit showcased how the AI agents work within QuickBooks at an event in New York on June 24.

“Intuit’s AI-driven expert platform is transforming how businesses run and grow with first-of-its-kind agentic AI experiences,” Intuit CEO Sasan Goodarzi said in a statement. “When our vast amounts of data and AI capabilities are combined with the power of trusted human experts, Intuit’s uniquely designed, integrated platform unlocks next-level efficiencies, profitability, and growth for businesses.”
The new AI agents are part of a redesigned and personalized QuickBooks web layout. The homepage displays customizable widgets with a business feed that shows real-time intelligent insights, recommendations, and summarizes the workflows and tasks completed by the AI agents. Customers can also collaborate with human experts and connect to additional Intuit products, services, and third-party apps. In addition to the new web experience, the QuickBooks mobile app also has a new, modern interface that delivers the benefits of AI agents on the go.
According to Intuit, the AI agents complete day-to-day tasks, including managing customer leads, tracking payments, sending invoices, and reconciling a business’s books. In addition, new integrated collaboration tools allow a business owner and their accountant to communicate and work together in QuickBooks. The AI agents include:
- Payments Agent: Optimizes and grows cash flow by getting businesses paid an average of five days faster with tailored acceleration strategies that predict late payments, automate invoice tracking, and create and send invoices and reminders.
- Accounting Agent: Automates bookkeeping and transaction categorization and assists in reconciliation, delivering cleaner, more accurate books.
- Finance Agent: Provides a comprehensive approach to the financial management of growing, mid-market businesses with robust reporting, key performance indicator analysis, and scenario planning and forecasting based on performance and peer benchmarking, helping finance teams make smart decisions to achieve financial goals.
The Customer Hub, included in most QuickBooks Online plans, will provide two new virtual agents that automate and streamline the sales and customer relationship management process, managing new leads and existing customers in one place. Those two agents in the Customer Hub are:
- Customer Agent: Sources leads, drafts personalized email responses, suggests and schedules meetings based on engagement data, and tracks every customer opportunity in the sales cycle.
- Marketing Agent: Coming later this year, it will automate audience management, campaign execution, and content creation to deliver impactful acquisition and retention marketing campaigns via Mailchimp.
In the coming months, Intuit AI agents will be available for larger and growing businesses to tackle more complex tasks and boost productivity. They include:
- Payroll Agent: Proactively collects time and attendance data from your employees and runs payroll when you say so.
- Project Management Agent: Manages project quotes, milestones, and budgets so businesses stay on track.
The new web and mobile interfaces, integrated AI agents and human experts, and Customer Hub will start rolling out on July 1 to a range of QuickBooks Online products and customers in the U.S.
Thanks for reading CPA Practice Advisor!
Subscribe Already registered? Log In
Need more information? Read the FAQs