Tuesday, July 1, 2025, will see Intuit Inc., the global financial technology platform that makes
Intuit TurboTax,
Credit Karma,
QuickBooks, and
Mailchimp, will introduce a transformative set of proactive AI agents to dramatically improve how businesses run and grow.
Insightful Accountant has been exploring the upcoming release of this new ‘Agentic AI’ QuickBooks over the last
two or
three weeks.
This agentic Artificial Intelligence will automate workflows and when combined with human experts will deliver real-time insights and improve cash flow for businesses. The new AI agents, embedded in the Intuit platform, create a more powerful QuickBooks that provides businesses with a virtual team working on their behalf while the customer is always in control.
The agents transform how work is done and help customers grow, completing workflows across customer relationship management, financial analysis, payments, accounting, and more, saving businesses up to 12 hours a month.1 Their ability to seamlessly connect data across multiple applications proactively gives customers a 360-view of their business metrics and overall performance - all in one place. The result: 78% of customers say Intuit’s AI makes it easier for them to run their business; and 68% state it allows them to spend more time growing their business.2 These AI agents are also able to work along-side trusted AI-enabled human experts to provide businesses with additional expertise and support.
“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 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.”
These new, done-for-you experiences are part of a completely redesigned and personalized QuickBooks web layout. The homepage is transformed into a striking display of customizable widgets with a powerful business feed that shows real-time intelligent insights, recommendations, and summarizes the workflows and tasks completed by the AI agents.
Customers can seamlessly collaborate with human experts and connect to additional Intuit products, services, and third-party apps to truly realize the benefits and power of one integrated platform that drives next-level business efficiencies and growth, all in one place. 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.
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. In addition, new, integrated collaboration tools allow a business owner and their accountant to seamlessly communicate and work together in QuickBooks.
“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.”
With the automation of workflows, collaboration with trusted experts, and the ability to deliver real-time, personalized, and actionable insights, businesses move faster, operate smarter, and uncover greater efficiencies and growth.
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 US.
For more than 40 years, Intuit has been leading the industry in delivering impactful customer experiences that help millions of consumers and businesses put more money in their pockets, helping them achieve their business and financial goals with less effort and complete confidence.
The launch of Intuit’s transformational AI agents is the latest innovation powered by Intuit's platform, bringing artificial intelligence and human intelligence together to power prosperity for its customers.
With this “New Agentic AI QuickBooks,” businesses and their accountants will have access to a virtual team that saves them time, simplifies the day-to-day running of a business, and helps accountants more confidently and quickly advise clients on key decisions.
Intuit Footnotes and Disclosures:
Money movement services are provided by Intuit Payments Inc., licensed as a Money Transmitter by the New York State Department of Financial Services. For more information about Intuit Payments' money transmission licenses, please visithttps://www.intuit.com/legal/licenses/payment-licenses/.
Feature availability vary by product.
Experts only available with QuickBooks Live.
1. 45% of customers save 12 hours each month on monthly bookkeeping with the new AI-powered bank feed. Based on a survey commissioned by Intuit of QuickBooks Online customers using the new AI-powered bank feed features as of April 2025.
2. Based on a survey commissioned by Intuit of QuickBooks Online customers using Intuit Assist as of November 2024.
3. Based on U.S. Intuit Assist Beta customers using outstanding invoice notifications and AI-drafted invoice reminder features, compared to customers sending standard invoice reminders to the same customers, from January 2024 to August 2024. Not available in QuickBooks Online Advanced.
This information is intended to outline our general product direction, but represents no obligation and should not be relied on when 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.
Insightful Accountant Disclosures:
Content is based on Intuit source materials furnished by Access the Agency on behalf of Intuit QuickBooks.
Content adapted by Insightful Accountant from Intuit sources is furnished for educational purposes only.
As used herein, QuickBooks® and QuickBooks Online (and related subscription/SKU versions) refer to one or more registered trademarks of Intuit® Inc., a publicly-traded corporation headquartered in Mountain View, California.
Any other trade names or references used herein may refer to registered, trademarked, or copyrighted materials held by their respective owners; they are included in the content for informational and educational purposes only.
This is an editorial feature, not sponsored content. No vendor associated with this article has paid Insightful Accountant or the author any form of remuneration to be included within this feature. The article is provided solely for informational and educational purposes.
Note: Registered Trademark ® and other registration symbols (such as those used for copyrighted materials) have been eliminated from the articles within this publication for brevity due to the frequency or abundance with which they would otherwise appear or be repeated. Every attempt is made to credit such trademarks or copyrights within our respective article footnotes and disclosures.
