Intuit Inc., the global financial technology platform that makes Intuit TurboTax, Credit Karma, QuickBooks, and Mailchimp, has officially announced a bleeding-edge set of proactive Intuit AI agents, each one designed to dramatically improve how businesses run and grow.
According to certain reports, this assortment of agents arrives on the scene bearing an ability to automate workflows. More on the same would reveal that, when combined with human experts, the stated solutions should be able to deliver real-time insights, as well as improve cash flow for businesses.
Another detail worth a mention relates to how their ability to connect data across multiple applications proactively bestows customers with a 360-view of their business metrics and overall performance. Thanks to that, 78% of customers say Intuit’s AI makes it easier for them to run their business, whereas on the other hand, 68% state it allows them to spend more time growing their business.
Intuit’s agents can be expected, at launch, to support workflows across customer relationship management, financial analysis, payments, accounting, and more, saving businesses up to 12 hours a month.
From a specific standpoint, Intuit’s new AI agents will empower businesses to complete day-to-day tasks, including managing customer leads, tracking payments, sending invoices, and reconciling a business’s books. On top of it, with new, integrated collaboration tools, the whole proposition will also allow a business owner, and their accountant, to seamlessly communicate and work together in QuickBooks.
“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.”
Talk about the given AI agents on a slightly deeper level, we begin from the Payments Agent, who will focus on optimizing and enhancing cash flow by getting businesses paid an average of 5 days faster. This it will manage using tailored acceleration strategies that predict late payments, send invoice, and automate invoice tracking.
Next up, we have an Accounting Agent. The stated assistant will effectively automate bookkeeping and transaction categorization, while simultaneously assisting in reconciliation, delivering cleaner, more accurate books.
Then, there is a Finance Agent, who is going to provide a comprehensive approach towards the financial management of growing, mid-market businesses, thanks to robust reporting, KPI analysis, along with scenario planning and forecasting based on performance and peer benchmarking. The idea here is to empower finance teams in the context of making smart decisions to achieve financial goals.
Joining that would be a Customer Agent. The said agent is structured to source leads, draft personalized email responses, schedule meetings based on engagement data, and track every customer opportunity in the sales cycle.
Beyond the ones we touched upon, Intuit is also planning to launch a Marketing Agent, who will automate audience management, campaign execution, and content creation to deliver impactful acquisition and retention marketing campaigns via Mailchimp. The company will further introduce a Payroll Agent, committed to proactively collect, on command, time and attendance data from your employees and run payroll.
Rounding up highlights would be a Project Management Agent. This one will manage project quotes, milestones, and budgets to let businesses stay on track.
Among other things, it ought to be acknowledged that these new agents will be launched as a part of a completely redesigned and personalized QuickBooks web layout. You see, the homepage is transformed into a striking display of customizable widgets, boasting a powerful business feed which shows real-time intelligent insights, recommendations.
Customers can even connect to other Intuit products, services, and third-party apps to truly realize the benefits and power of one integrated platform.
Making this development all the more significant would be Intuit’s stature. For better understanding, the company is presently serving more than 100 million customers across the globe.
“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.”
