Intuit Inc. last week formally announced a set of proactive Intuit AI agents designed to automate workflows, and when combined with human experts, they will deliver real-time insights to help improve cash flow for businesses.
The new AI agents, embedded in the Intuit platform, are part of a completely redesigned and personalized QuickBooks web layout. The homepage is transformed into customizable widgets with a business feed that shows real-time intelligent insights and 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 as well. 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.
Introducing Intuit AI agents
The AI agents were designed to 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.
Other Agents include:
● Payments Agent: Optimizes 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 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.
Intuit AI agents for growing businesses
In the coming months, Intuit AI agents will be available for larger and growing businesses to tackle more complex tasks and boost productivity even further, enabling these businesses to scale with speed.
● 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.
The new web and mobile interfaces, integrated AI agents and human experts, and Customer Hub began rolling out on July 1 to a range of QuickBooks Online products and customers in the US.