QuickBooks Unveils AI Agents to Automate Finance and Boost Business Efficiency

30 July 2025 | Wednesday | News

New virtual teammates handle payments, accounting, and financial forecasting—empowering SMBs to save time, reduce manual work, and make smarter decisions with real-time insights.
Picture Courtesy | Public Domain

Picture Courtesy | Public Domain

QuickBooks, a financial operations tool under the Intuit umbrella, has launched a new suite of AI agents designed to help small and mid-sized businesses automate core workflows, reduce manual tasks, and make better-informed decisions across finance, operations, and customer engagement.

Rather than simply offering reactive support, the new AI agents operate proactively. They complete tasks on behalf of users, surface insights based on real-time data, and allow business owners to retain full control while gaining operational efficiency.

 

QuickBooks' AI agents are being positioned as virtual teammates, built into the platform to handle essential functions that traditionally take up significant time and effort.

  • Payments Agent: Designed to improve cash flow, the Payments Agent predicts late payments, automates invoice tracking, and sends reminders. By optimizing the payment cycle, this agent helps businesses get paid faster, with Intuit reporting an average five-day improvement in payment speed.
  • Accounting Agent: This agent automates routine bookkeeping by categorizing transactions and reconciling accounts. The result is cleaner financial records with less time spent on manual data entry and fewer end-of-month surprises.
  • Finance Agent: Built for growing businesses with more complex needs, the Finance Agent provides key performance indicator tracking, scenario modeling, and forecasting tools. It also offers benchmarking insights based on peer data to support long-term financial planning.

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