Intuit Introduces Virtual AI Agents
The Intuit AI agents act as a virtual team that automates key workflows — from CRM to accounting — helping businesses save time, improve cash flow, and scale with real-time insights and human expert support.
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Intuit Inc., the financial technology platform that makes Intuit TurboTax, Credit Karma, QuickBooks, and Mailchimp, has announced a set of Intuit AI agents that will improve how businesses run and grow. These agents will automate workflows and when combined with human experts will deliver real-time insights and improve cash flow for businesses.
The new AI agents, integrated into the Intuit platform, make QuickBooks more efficient by acting as a virtual team that supports businesses while keeping the customer in control. These agents handle workflows across areas such as customer relationship management, financial analysis, payments and accounting.
By connecting data across multiple applications, the agents offer a centralised, real-time view of key business metrics and performance.
“Intuit’s AI-driven expert platform is transforming how businesses run and grow with first-of-its-kind agentic AI experiences,” said Sasan Goodarzi, Intuit’s CEO.
“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.”
Intuit’s new AI agents will help businesses – at every stage – scale, enabling them to grow on a platform they know and trust. The AI agents complete day-to-day tasks, including managing customer leads, tracking payments, sending invoices, and reconciling a business’s books.
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In addition, new, integrated collaboration tools allow a business owner and their accountant to seamlessly communicate and work together in QuickBooks.
With the automation of workflows, collaboration with trusted experts, and the ability to deliver real-time, personalised, and actionable insights, businesses move faster, operate smarter, and uncover greater efficiencies and growth.
Intuit’s AI Agents
- Payments Agent: Optimises and grows cash flow by getting businesses paid an average of 5 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 categorisation, 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, KPI analysis, and scenario planning and forecasting based on performance and peer benchmarking.
“I need more time to be able to invest back into my business,” said Kurtis Graham, Founder, COSIGN Enterprises, LLC. “Intuit’s AI can help me save several hours a month and drive revenue for my business. That’s a win-win for my business.”
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 (CRM) process, managing new leads and existing customers in one place to improve CXs and build stronger relationships.
- Customer Agent: Sources leads, drafts personalised 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.
The launch of Intuit’s AI agents is the latest development built on the Intuit platform, combining artificial intelligence with human expertise to support customers.
Businesses and their accountants now have access to a virtual team that helps save time, simplifies daily operations, and supports accountants in offering faster, more informed advice on important decisions.
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