Intuit redefines business automation with AI-powered Intuit Assist for QuickBooks

Intuit Inc., the global financial technology leader behind TurboTax, Credit Karma, QuickBooks, and Mailchimp, has introduced Intuit Assist for QuickBooks, a revolutionary AI-powered financial assistant. This innovative tool leverages generative AI technology to simplify financial management for small and mid-sized businesses, helping them save time, increase efficiency, and power growth.

Available to QuickBooks Online users in the United States, Intuit Assist integrates advanced automation and personalized insights into one cohesive platform, aiming to transform how businesses handle their finances.

A game changer for financial management

The introduction of Intuit Assist marks a pivotal moment in business automation. By automating time-consuming tasks such as generating estimates, invoices, bills, and payment reminders, the AI assistant enables business owners to focus on strategy rather than administration. The tool delivers actionable insights and a holistic view of financial performance, empowering users to make smarter decisions.

According to Dave Talach, Senior Vice President of Product at Intuit QuickBooks, the integration of AI technology into QuickBooks provides businesses with a powerful advantage. Talach explained that the platform combines automation with expert solutions to streamline processes, reduce manual effort, and drive business growth.

Tackling inefficiencies with connected solutions

Many small businesses grapple with disconnected systems, often relying on multiple apps to manage operations. This disjointed approach can lead to inefficiencies, manual data transfers, and a lack of real-time insights. Intuit Assist eliminates these challenges by offering a unified platform that streamlines financial workflows.

The AI assistant can transform conversations, emails, and even handwritten notes into professional invoices or estimates. By automating these tasks, the tool reduces errors and accelerates payment processes. Overdue invoices are handled seamlessly with personalized reminders, ensuring businesses receive payments faster and maintain healthy cash flow.

One beta user, Kim Cross, the owner of Zhi Bath & Body, noted that Intuit Assist has significantly improved her operations. She described how the AI assistant converted notes from a meeting into a polished estimate, saving time and allowing her to focus on product development and customer relationships.

Smarter decisions with real-time insights

The QuickBooks platform now features a dynamic Business Feed, offering users a proactive view of their financial landscape. The feed highlights overdue invoices, potential cash flow shortages, and other critical financial metrics, providing tailored recommendations to address these challenges.

New QuickBooks users can also access live human experts to customize their setup and receive ongoing guidance. This hybrid approach combines the efficiency of AI with the personalized support of experienced professionals.

Built on a decade of AI leadership

Intuit’s proprietary GenOS platform powers the generative AI capabilities of Intuit Assist. This robust system underpins the company’s broader commitment to delivering agentic AI experiences—solutions that perform complex tasks autonomously. By embedding AI capabilities across its ecosystem, including TurboTax and Mailchimp, Intuit continues to lead innovation in the fintech space.

Committed to ethical AI and data security

Intuit prioritizes responsible AI development, adhering to rigorous principles of data privacy, security, and governance. As a member of the U.S. Artificial Intelligence Safety Institute Consortium, the company ensures its technologies align with best practices and customer-centric values.

Redefining financial management for businesses

With the launch of Intuit Assist for QuickBooks, Intuit is reshaping the future of business operations. By combining AI-driven automation with expert support, the platform delivers unprecedented value to small and mid-sized businesses. As companies adopt this innovative solution, they stand to save time, increase efficiency, and gain a competitive edge in their industries.