By Chau Haner
Accountants play a vital role in the success of their clients. They need your expertise to make informed decisions for their businesses.
Imagine having virtual help to complement your expertise, giving you and your clients more time, simplifying daily tasks, and enabling you to provide more confident and timely advice.
What's new
Intuit is introducing a new kind of AI to its platform. AI agents will complete work for you, handling the day to day tasks on your behalf, such as sending invoices, tracking payments, reconciling transactions, and even streamlining your client's business growth leads.
With insights, task automation and optional additional help when you need it, you can move faster, operate smarter, and unlock new levels of productivity. And as this is built on the Intuit platform, you get the power and innovation from a company you trust.
No matter where your clients are in their business journey - just getting started, dealing with more complexity with growth, or already operating at a larger scale - Intuit QuickBooks can increase efficiencies, give you the tools and integrated data to make smarter advisory decisions, and help grow your clients' revenue and profitability faster.
A smarter way to run a business with powerful AI agents that save you time
Get the best of automation, insights, and guidance from AI agents focused on the work most essential to running your business. Available any time, all in one place designed for you to maintain control to review and approve the work that is completed for you.
Meet the new digital agents
Intuit AI agents are your new digital teammates, working behind the scenes to proactively surface key insights, and act on your behalf with your permission. The agents can flag when a hand-off is needed for approvals or additional consideration. Each agent is focused on making a different part of a business easier and faster to run, while still giving control to you and your clients. They can create content, plan, think, and execute complex business workflows for you.
- Accounting Agent: Keeps books clean and accurate by automatically categorizing transactions, detecting and resolving anomalies, and reconciling accounts – flagging what needs approval or attention.
- Payments Agent: Helps facilitate faster payments, and bills paid on time by monitoring cash flow and optimizing invoicing and payment collection.
- Finance Agent: Analyzes financial data and automatically creates forecasts, highlights variances and pinpoints the source to help you stay on track to your goals
- Customer Agent: Your clients can source leads from their inbox, draft personalized email responses and track every customer opportunity in the sales cycle.
Easier collaboration with your clients
Effective communication with clients is important to your working relationship. With new chat capabilities, you and your clients can seamlessly communicate and collaborate in QuickBooks to eliminate time-consuming back and forth.
Extra help when you need it
When you need extra capacity, you also have optional access to certified experts1 to partner with you and your clients to help answer common questions around deadlines, deductibles, expenses, and more, saving you time.
Client work, all in one place
When everything's all in one place, you can be much more efficient —things are easier to find, more effective to use, and you're faster at doing what you need to do every day. You feel more confident and in control, with better insights and data about your clients.
QuickBooks connects your tools and data in one place so you can see what's happening now, and surfaces helpful insights to inform you what to focus on next. With a simple customizable dashboard you can do your most important jobs including accounting, expenses, payments and payroll with ease all in one place.
Business Feed: Get a quick summary of the work completed by AI agents and automation so you can review, approve, and give your attention to suggested next steps and other client needs.
Reports: Now get more in-depth reporting and budgeting information as well as a bird's-eye view of what your clients are making and spending with AI-powered insights that help enhance profitability.
Smart Search: Search quickly to find transactions, contacts, accounts, reports, help, and more. Customize your filters and columns in advanced transactions search to see what's most important to you first.
Smarter insights, tailored to every business: Track the top 10 financial KPIs with a new KPI scorecard to give you a quick glance at how your business is performing.
Your clients can drive more leads, close more deals with Customer Hub
A dedicated hub for your clients to organize, track, view, and follow-up with customers and leads all in one place—helping their current relationships and new opportunities grow
- Automatically capture referrals, feedback, and work requests.
- Keep customer info, notes, and to-dos organized and accessible.
- Schedule video meetings, request e-signatures, and store contracts with ease.
- Track leads and sales opportunities from first contact to repeat business.
A truly new way to work
For decades, you and your clients have tackled tedious responsibilities—tracking finances, chasing payments, running payroll, and reconciling transactions.
With AI Agents playing an active role in managing day-to-day financial tasks, QuickBooks expanding to support CRM capabilities to power business growth, and your expertise, businesses have an entire team behind them fostering their success. QuickBooks is redefining what's possible for you and your clients.
Less time spent on operational overhead. No more disconnected systems. No more missed growth opportunities. For the first time, you can experience truly intelligent, AI-powered automation and insights that work for you and your clients—freeing you both to focus on what really matters.
We've created a resource to help you and your clients better understand these new changes.
Disclaimers:
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.
1Expert guidance sold separately and requires an active QuickBooks Like subscription. Access expert guidance when you add the thirty (30) day free trial of QuickBooks Live Expert Assisted services ("Expert Assisted") to your purchase of a QuickBooks Online subscription. Offer is not available with free trials of QuickBooks Online. Expert Assisted will not automatically renew at the end of the free trial. Free trial does not apply to add-on fees or services. To be eligible for this offer, you must be a new QuickBooks Online customer and sign up for QuickBooks Live Expert Assisted using the "Free for 30-Days with no auto-renew" option. Offers for the same product cannot be combined. Intuit reserves the right to modify or terminate this offer at any time for any reason in its sole discretion.
*Money movement services are provided by Intuit Payments Inc., licensed as a Money Transmitter by the New York State Department of Financial Services.
The views, information, or opinions expressed are solely those of the individuals involved and do not represent those of Intuit or any of its cornerstone brands or employees.
