Your expertise together with powerful AI drive efficiency, collaboration, and growth

Intuit is introducing a new kind of AI to its platform. AI agents will complete work for you, handling the day-to-day tasks on your behalf, such as sending invoices, tracking payments, reconciling transactions, and even streamlining your clients' business growth leads. 

With insights, task automation, and optional additional help when you need it, you can move faster, operate smarter, and unlock new levels of productivity. And as this is built on the Intuit platform, you get the power and innovation from a company you trust.

No matter where your clients are in their business journey—just getting started, dealing with more complexity with growth, or already operating at a larger scale—Intuit QuickBooks can increase efficiencies, give you the tools and integrated data to make smarter advisory decisions, and help grow your clients’ revenue and profitability faster.

Get the best of automation, insights, and guidance from AI agents focused on the work most essential to running your business. Available any time, all in one place designed for you to maintain control to review and approve the work that is completed for you.

Intuit AI agents are your new digital teammates, working behind the scenes to proactively surface key insights, and act on your behalf with your permission. The agents can flag when a handoff is needed for approvals or additional consideration. Each agent is focused on making a different part of a business easier and faster to run, while still giving control to you and your clients. The agents can create content, plan, think, and execute complex business workflows for you.

• Accounting Agent: Keeps books clean and accurate by automatically categorizing transactions, detecting and resolving anomalies, and reconciling accounts—flagging what needs approval or attention.
• Payments Agent: Helps facilitate faster payments, and bills paid on time by monitoring cash flow and optimizing invoicing and payment collection.
• Finance Agent: Analyzes financial data and automatically creates forecasts, highlights variances, and pinpoints the source to help you stay on track to your goals.
• Customer Agent: Your clients can source leads from their inbox, draft personalized email responses, and track every customer opportunity in the sales cycle.

Effective communication with clients is important to your working relationship. With new chat capabilities, you and your clients can seamlessly communicate and collaborate in QuickBooks to eliminate time-consuming back and forth.

When you need extra capacity, you also have optional access to certified experts¹ to partner with you and your clients to help answer common questions around deadlines, deductibles, expenses, and more, saving you time.

When everything’s all in one place, you can be much more efficient—things are easier to find, more effective to use, and you’re faster at doing what you need to do every day. You feel more confident and in control, with better insights and data about your clients. 

QuickBooks connects your tools and data in one place so you can see what’s happening now, and surfaces helpful insights to inform what you focus on next. With a simple customizable dashboard, you can do your most important jobs including accounting, expenses, payments, and payroll with ease all in one place.

Business Feed: Get a quick summary of the work completed by AI agents and automation so you can review, approve, and give your attention to other client needs.

Reports: Get a bird’s-eye view of what your clients are making and spending. Use AI-powered insights to detect new trends or anomalies in a business—and what's driving them—so you don't have to spend time digging through transactions or analyzing reports.

Smart Search: Search across the platform to quickly find transactions, contacts, accounts, reports, help, and more.

Smarter insights, tailored to every business: Track the top 10 financial KPIs with a new KPI scorecard to give you a quick glance at how your business is performing.

A dedicated hub for your clients to organize, track, view, and follow up with customers and leads all in one place—helping their current relationships and new opportunities grow.

• Automatically capture referrals, feedback, and work requests. 
• Keep customer info, notes, and to-dos organized and accessible.
• Schedule video meetings, request e-signatures, and store contracts with ease.
• Track leads and sales opportunities from first contact to repeat business.

Remove guesswork with plans that are configured for clients to take advantage of these new platform benefits, making it easy for you to advise on the best technology solution for their goals.

QuickBooks Online Simple Start

For a new business getting off the ground, Simple Start establishes a solid financial foundation on the Intuit platform. Early-stage businesses stay organized from day one. While AI agents aren't included in Simple Start, you can access AI and automation capabilities. Featuring:

• AI-driven categorization: Also includes transaction matching, with explanations for each decision.
• Smart invoicing: As well as fast, flexible payment acceptance via pay-enabled invoices, when you add QuickBooks Payments.

QuickBooks Online Essentials

For a business that is ready to grow, Essentials uses the power of the Intuit platform to automate accounting, manage workflows for expenses, payments, and payroll, and manage customers in the new Customer Hub, so they can focus on other parts of their business. Featuring: 

• Accounting Agent: Automates categorization, expense tracking, and accountant collaboration—keeping books organized in real-time.
• Payments Agent: When you add QuickBooks Payments, this agent helps facilitate faster payments, and bills paid on time by monitoring cash flow and optimizing invoicing and payment collection.
• Customer Hub: Where clients can strengthen their customer relationships by capturing referrals and feedback, scheduling appointments, and tracking follow-ups and tasks. 
• 3 user seats: For collaborative access. 

QuickBooks Online Plus

For businesses ready to scale, Plus includes everything above and uses AI agents to streamline business performance across critical business functions including: Finance, Projects, Payments, and more. Plus enables growth via deeper insights and visibility into the business to track profitability and drive increased profit margins. Featuring:

• Accounting Agent: Includes categorization, AI-powered reconciliation, and anomaly detection. 
• Customer Agent: Identifies and prioritizes leads from your inbox, drafts follow-up emails to respond faster, and automatically tracks their status.
• Customer Hub: Expanded with benefits like contract storage, eSignatures, customer and lead management all in one place so businesses need fewer apps to manage their workload.
• AI-powered insights: On your profit and loss, and balance sheet to proactively surface trends and anomalies to keep you on track.
• 5 user seats: For growing teams.
• Up to 40 classes / locations: For advanced tracking and reporting.

QuickBooks Online Advanced

For established businesses, Advanced provides AI agent capabilities and the customizable tools business owners need to efficiently grow and manage their business like custom workflows and custom fields. Advanced also includes business intelligence capabilities like the KPI scorecard, custom report builder, forecasting and budgeting, and spreadsheet sync, to help you and your clients make informed, data-backed decisions.

• Finance, Projects, and Accounting agents: Work together to track project profitability, and keep books clean and accurate. 
• Custom reports: Keep track of business performance with detailed custom reports, including by class and location. You can get a quick view of top financial metrics with the KPI scorecard.
• Scale efficiently: With batch transactions, unlimited chart-of-account entries, powerful reporting and have confidence with backup and restore.
• Spreadsheet Sync: Export and import data to and from Excel and Google Sheets so you can perform your own analysis, forecast, and budget how you want, and then sync it back to QuickBooks.
• 25 user seats: With customizable roles and permissions—ideal for growing teams.

We’ve continually updated QuickBooks Online with innovations informed by feedback from the accounting community that can help you best support your clients.

• Your clients can ensure continuous cash flow while minimizing disruptions and manual work by setting up recurring payments for their customers’ ongoing charges. Clients’ books will update automatically with each recurring payment, saving up to 60% of the time you’d otherwise spend matching transactions year-round.
• To better fit your team’s needs, create custom roles that include more precise permissions for the creation, editing, viewing, and deletion of 14 additional features in QuickBooks Online Accountant. These more granular custom roles help balance workflow efficiency and data security by allowing you to delegate work while limiting team members’ access to high-risk activities and sensitive data.
• Clients can simplify getting paid by accepting in-person payments** via iPhone with the QuickBooks GoPayment app or QuickBooks mobile app.*** They can also empower their teams to handle payments using Tap to Pay without risking access to sensitive data.
• Track clients more effectively with custom client IDs: Enter your firm’s own internal tracking identifiers into the new custom client ID field to streamline client tracking and navigate directly to a client’s books.

And join us on July 17 at 2 p.m. ET for an in-depth webinar on these new innovations.