Transform Your Business with Advanced QuickBooks AI Agents
Beginning July 2025, Intuit introduces cutting-edge AI to its platform. Intuit Assist agents will streamline routine tasks like issuing invoices, monitoring payments, balancing books, and managing customer leads. With instant support and insights, you can operate more efficiently, make smarter decisions, and drive productivity and growth. Expert advisors take over where automation stops, tackling complex queries and ensuring precision and guidance for your business. To sustain this innovation, we’re adjusting plan prices starting July 1, 2025. Check our pricing page for current rates. Continue reading for details on features and improvements.
What are AI Agents?
AI agents are intelligent software programs designed to independently execute tasks and achieve objectives by leveraging advanced artificial intelligence. These agents possess the ability to comprehend, reason, strategize, and act upon data, seamlessly operating across various devices and platforms. They function as highly capable digital assistants, interacting dynamically with their environment to deliver efficient solutions. QuickBooks has integrated such cutting-edge AI agents to optimize and streamline complex business tasks, enhancing productivity and user experience.
For detailed information on pricing, subscription plans, and additional features, please visit the official QuickBooks website.
AI Features and Advancement in QuickBooks Online
As discussed, the AI feature update will take effect on July 1, 2025, enabling you to automate tasks, enhance business management, and complete various tasks within minutes. Let’s find out what features and advancements you can enjoy with QuickBooks Online:
- AI-powered agents to streamline everyday tasks: These AI-powered agents are intelligent and possess task-specific automation capabilities that power Intuit Assist, a tool that automates tasks and work according to your command. They are designed to handle repeatable work, allowing you enough time to focus on your business. Let’s take a look at a few AI agents:
- Accounting Agent: No more need to spend hours managing your business accounting! Automatically categorize transactions, reconcile books, and detect anomalies, saving you time and reducing stress.
- Payments Agent: Save time in cash flow, managing invoices and collecting payments, and automate these tasks with the Payments Agent in Quickbooks for more efficient management.
- Customer Agent: Spot potential leads, draft personalized emails, and keep track of customer interactions that will improve customer relationships and sales while saving time.
- Finance Agent: The Finance agent in QuickBooks analyze your financial data, provide insights, and alert you to deviations from financial plans, assisting in decision-making.
- Trusted human expertise: In any case, AI agents fail to answer tough questions; Intuit’s human expertise steps in. A team of trusted professionals behind the screen, ready to guide you and answer questions quickly. The experts ensure you stay compliant and move forward with your business efficiently.
- Easier collaboration with your accountant: Better AI-powered tools that lets you talk with your accountant easily, reducing unnecessary back and forth.
- Customizable interface for a seamless experience: A dashboard that is customizable and gives you an access to multiple tools at one place, creating a connected and simplified experience.
- Business insights: Get an insight of your business in QuickBooks with AI Agent. Tools that are AI-powered offering the information about profit and loss (P&L) and balance sheets. Gives suggestions, which can be accepted or rejected. Take all the control in your hands with AI based features.
- Customer Hub for stronger relationships: Manage relationships with your customers in a centralized customer center. Automate feedback collection, streamline contract workflow, and efficiently manage leads from inquiry to close.
Enjoy Advanced Technology and Support Powered by AI in QB Online
QuickBooks Online introduces us to the AI advancement and the features that we discussed above. It is redefining how to manage and grow a successful business with all these new features introduced in July 2025. Until you get the AI advancement features in your QuickBooks, make sure to use the existing ones for better business management:
- QuickBooks Payments easily integrates with Stripe, PayPal, Apple Pay, and more than 1000 other third-party applications, making it easier to pay or get paid in minutes!
- For example, the recently introduced feature on iPhone, Tap to Pay, really saves time, as it lets you make contactless payments or receive payments without having to invest in separate hardware for card processing.
- Now, QuickBooks Online automatically reconciles payroll tax payments through QuickBooks Online Payroll, helping you go seamlessly from books to taxes.
- In QuickBooks Online Payroll, you can easily break down employee hours by class and project, allowing you to estimate and track labor costs easily. Greater flexibility around corrections, earnings types, and bulk updates can save time and reduce errors. New HR features make it easier for you to provide your employees with access to essential information, such as team documents and automated on-boarding.
- And, if you’re just getting started as a small business or solopreneur, QuickBooks Online Simple Start and QuickBooks Online Essentials now include simplified bill management, automated sales tax, and a tax estimate dashboard for Schedule C filers.
Summary
Finally, we conclude this blog by covering the advancements in QuickBooks AI Agents and the features you can enjoy to automate your business management. Get an insight into your business, make payments quickly and easily, and make decisions that help you drive growth and productivity.
To get started with QuickBooks AI Agent, simply obtain a QuickBooks Online subscription that includes AI advancements and enjoy the automated benefits.
For further assistance, we recommend contacting QuickBooks professionals. Dial +1(866)409-5111 and talk to a ProAdvisor now!
Frequently Asked Questions
Yes, QuickBooks Online has been recently introduced to AI Agent in July 2025. These AI agents are designed to automate tasks, streamline workflows, and provide proactive support to users. They are integrated into various parts of the product, including the main dashboard, business feed, and customer hub, and are intended to handle routine accounting and customer management tasks.
Intuit primarily uses generative AI (GenAI), specifically through its GenOS (Generative AI Operating System), for various applications like Intuit Assist, their AI-powered financial assistant. Intuit utilizes Google Cloud Document AI to improve data comprehension and autofill for tax filing.
An AI agent is a software program that perceives its environment, takes actions, and learns to achieve specific goals. Examples include virtual assistants like Siri and Alexa, self-driving cars, and AI-powered customer support chatbots. These agents can automate tasks, personalize experiences, and improve efficiency across various industries.
Yes, the QuickBooks AI Agent is designed with features that help you gain business insights. The AI-powered reporting tools provide information about profit-and-loss (P&L) and balance sheets. Accept the AI suggestions or don’t. In any case, the control will always remain in your hands.
QuickBooks Online’s AI agents automate tasks and provide insights to streamline business operations. This includes features such as automatic transaction classification, reconciliation, anomaly detection, and invoice management. These agents also provide personalized suggestions, payment acceleration strategies, and lead management capabilities.
