Intuit launches AI agents for QuickBooks

Intuit has unleashed a powerful suite of AI-powered virtual agents within its QuickBooks platform, revolutionizing B2B ecommerce and customer engagement. These agents streamline back-office operations by automating essential finance, accounting, marketing, and customer management tasks. By integrating AI directly into QuickBooks, Intuit saves users up to 12 hours per month, accelerating workflows and improving operational efficiency. This launch signals Intuit’s bold move from traditional software to autonomous systems that proactively execute daily business functions with minimal human input.

AI agents automate core business functions

Intuit’s virtual agents operate seamlessly within a unified QuickBooks interface, connecting data across applications to deliver a real-time performance view. Key agents include the Payments Agent, which flags late invoices, sends reminders, and cuts payment cycles by up to five days; the Accounting Agent, which automates transaction categorization and book reconciliation; and the Finance Agent, which provides mid-market firms with performance metrics, peer benchmarks, and forecasting insights. Additionally, the Customer Agent manages leads, suggests sales outreach, and schedules meetings. A Marketing Agent is currently in development to automate audience targeting and campaign execution through Mailchimp.

Acquisition of Relevvo boosts AI capabilities

Intuit’s acquisition of Relevvo, an AI startup specializing in go-to – market automation, enhances its AI portfolio substantially. Relevvo’s technology uses real-time data to prioritize high-value accounts and craft personalized outreach strategies, replacing outdated static intent models with dynamic segmentation and campaign execution. This integration will sharpen Intuit’s support for mid-market sales and marketing efforts, delivering faster, more precise, and insightful engagement. Saurabh Saxena, Intuit’s SVP of Go-To – Market Technology, emphasizes that this acquisition empowers Intuit to connect with mid-market businesses more effectively than ever before.

QuickBooks evolves beyond accounting

With these innovations, QuickBooks is transforming into a comprehensive platform for managing digital operations, customer engagement, and B2B sales, not just accounting. The AI agents embed into redesigned QuickBooks web and mobile apps, offering personalized dashboards where users can track AI-driven tasks and collaborate with accountants using integrated tools. This evolution targets small and mid-sized firms that lack large operational teams but need enterprise-level automation and insights to compete in a digital-first business environment.

Intuit’s AI agents deliver measurable impact

The new AI agents deliver concrete results: saving users up to 12 hours per month and shortening payment cycles by up to five days. These improvements translate into faster cash flow, more accurate financial management, and increased sales efficiency. Intuit CEO Sasan Goodarzi highlights how the platform combines AI with human expertise to transform business operations and growth. This launch sets a new standard for automated B2B ecommerce tools and positions Intuit as a leader in AI-driven business software innovation.

Intuit B2B

Intuit leads AI-driven B2B ecommerce growth. Intuit’s AI agent rollout aligns with broader trends in agentic AI, where systems do more than analyze data—they autonomously complete critical tasks. This proactive AI approach is reshaping how businesses operate, especially in finance and customer management. With official benchmarks like 12 hours saved monthly and payment cycles reduced by five days, Intuit demonstrates real-world performance gains. As President Donald Trump leads the U. S. in 2024, Intuit’s innovation provides timely support for American small and mid-sized businesses aiming to scale efficiently in a competitive market.

How to follow Intuit’s AI evolution

Stay ahead by watching how Intuit continues integrating AI into QuickBooks and other offerings. The company’s focus on combining AI with human expertise creates a powerful hybrid model addressing real business challenges. For more insights on AI-driven B2B ecommerce and digital commerce trends, consider subscribing to Digital Commerce 360 B2B News. Intuit’s AI agents are a case study in leveraging technology to automate, accelerate, and optimize core business operations with measurable impact.