New AI Agents Tackle Tasks and Boost Productivity

Intuit Inc. will introduce a transformative set of proactive AI agents to dramatically improve how businesses run and grow as part of the release of a new QuickBooks Online on Tuesday, July 1, 2025. Insightful Accountant has been exploring the upcoming release of this new ‘Agentic AI’ QuickBooks over the last two or three weeks. 

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. 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. 

• Payments Agent: Optimizes and grows cash flow by getting businesses paid an average of 5 days faster3 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, KPI analysis, and scenario planning and forecasting based on performance and peer benchmarking, helping finance teams make smart decisions to achieve financial goals.

• 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.  
• 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.

These new, done-for-you experiences are part of a completely redesigned and personalized QuickBooks homepage that's been transformed into a striking display of customizable widgets that shows real-time intelligent insights, recommendations, and summarizes the workflows and tasks completed by the AI agents. It's all headed your way on July 1st. 

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_{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.}

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