A more powerful QuickBooks on the Intuit platform combines AI agents and trusted experts to unlock time savings and insights, as nearly half of Canadian SMBs miss growth opportunities
Intuit Inc. , the global financial technology platform that makes Intuit TurboTax, Credit Karma, QuickBooks, and Mailchimp, announced the global availability of AI agents on the all-in-one Intuit platform, creating a more powerful and automated QuickBooks experience designed to deliver time savings, greater efficiency, insights and value for customers. The company also released a compelling new report which highlights the benefits of AI-driven platform solutions for business growth.
Read More on Fintech : Global Fintech Interview with Mike Lynch, Principal, AI Strategy and Finance Transformation for Auditoria
“Automation where it counts, human where it matters; that is the balance we have built into the reimagined QuickBooks experience,” said Puja Subrun, Vice President at Intuit Canada-LATAM
Now available to QuickBooks customers in Canada, a powerful, proactive team of AI agents and trusted human experts seamlessly delivers ‘done-for-you’ experiences across essential financial pillars—including growing and managing customers, accounting, finance, and sales tax—all within the trusted Intuit platform. Together this virtual team automates time-consuming tasks, streamlines collaboration and workflows and surfaces insights and recommendations that enable smarter, faster business decisions. Businesses already using this more powerful QuickBooks report up to 12 hours a month saved on simplified day-to-day operations across accounting, projects, customer management, and financial analysis.1
The virtual team of AI agents in QuickBooks will work together across the Intuit platform to handle repetitive tasks, surface insights, and support collaboration between business owners and their accounting professionals. These include:
- Accounting Agent: Automates bookkeeping and categorization to help keep accounts clean and accurate. It identifies and resolves anomalies early, while facilitating seamless collaboration with your accounting professional.
- Customer Agent: Finds leads directly from your inbox, prioritizes high-value opportunities, drafts personalized responses, books meetings, and tracks customer opportunities across the full sales cycle.
- Finance Agent: Delivers comprehensive financial summaries, including profit and loss, cash flow and balance sheets.
- Project Management Agent: Accelerates setup by auto-filling key details for draft projects, reducing the need for manual data entry.
- Sales Tax AI Agent (Coming soon): Helps customers keep income report and net sales amount on their Sales Tax Return in sync. It identifies transactions causing differences, provides potential causes, and gives recommendations on how to fix them.
These new, ‘done-for-you’ experiences delivered by the new AI agents and trusted experts, are accompanied by a completely redesigned and personalized QuickBooks web layout. The homepage is transformed into a striking display of customizable widgets with a powerful business feed that shows real-time intelligent insights, recommendations, and summarizes the workflows and tasks completed by the AI agents. Customers can seamlessly collaborate with their trusted experts, connect to additional Intuit products, services, and third-party apps to truly realize the benefits and power of Intuit’s all-in-one platform.
A new Intuit report launched , entitled The Growth Gap reveals why this evolution of QuickBooks on the Intuit platform matters. In Canada, nearly half (49 per cent) of small business growth potential goes unrealized, held back by inefficiencies, fragmented systems, and decision fatigue. This is striking considering the report shows a stronger ability to execute these opportunities could lift revenue across the Canada small business economy by 6.4 per cent annually, representing an uplift of $178,273 on average per company.2
Despite these challenges, Canadian entrepreneurs continue to lead globally in growth readiness, with 46 per cent of small and mid-sized businesses ranking in the high readiness tier, the strongest performance across Commonwealth markets3. This remarkable lead in global growth readiness demonstrates a clear demand for efficiency and integrated solutions.
“Automation where it counts, human where it matters; that is the balance we have built into the reimagined QuickBooks experience,” said Puja Subrun, Vice President at Intuit Canada-LATAM. “Combining our AI agents and collaboration with trusted experts all in one place will deliver real-time, personalized, and actionable insights, to help businesses move faster, operate smarter, and uncover greater efficiencies. We’re excited for all of the ways our trusted platform will help Canadian businesses work smarter and focus on what truly drives growth.”
According to Intuit’s study, 80 per cent of Canadian SMB leaders believe AI could help them delegate more effectively while maintaining oversight4. This represents what Intuit’s recent report calls the AI Dividend: the productivity, focus, and confidence regained when technology automates the work that slows businesses down.
Two in three leaders say Intuit’s AI helps them focus on the right things to grow their business, while 62 per cent feel more confident in their profit growth as a result of these tools.5
“Ambition is abundant, but the path to execution remains obstructed by everyday complexity. The challenge isn’t ambition itself, but the systems required to turn it into progress. When routine work is automated, time and visibility returns – giving leaders the insights they need, and the confidence to act with conviction,” said Ciarán Quilty, Senior Vice-President for International at Intuit.
Catch more Fintech Insights : The Disappearing Payment: How Embedded Finance Is Quietly Reshaping B2B Transactions?
[To share your insights with us, please write to psen@itechseries.com ]
