Enhanced business efficiency propelled by advent of Artificial Intelligence agents within QuickBooks
In a significant move to revolutionize business management, QuickBooks Online has unveiled five new AI agents designed to automate and enhance various business operations. These specialized tools, introduced in 2025, are aimed at reducing manual administrative work and increasing precision in managing finances and operations.
The Accounting Agent, for instance, simplifies bookkeeping by categorizing transactions, detecting anomalies, reconciling accounts, and flagging items needing approval. The Finance Agent, on the other hand, generates financial forecasts and analyzes data to aid strategic financial planning.
The Customer Agent, still in beta, automates lead sourcing, email follow-ups, meeting scheduling, and customer tracking, thereby improving customer relationship management. The Project Management Agent, also in beta, creates project estimates from existing documents, automates project setup, and supports profitability tracking.
The Payments Agent optimizes cash flow by managing invoice timing, creating and following up on invoices, speeding up payment collection, and scheduling payments efficiently. This agent is expected to help businesses get paid up to five days faster.
The Marketing Agent, scheduled to launch later this year, will sync with Mailchimp to automate audience segmentation and campaign execution.
The redesigned QuickBooks web and mobile interface features a customizable dashboard that centralizes real-time activities, automation insights, and actionable tips. This interface is built for real-world application, featuring customizable dashboards, mobile-first responsiveness, and widget-driven layouts.
The new QuickBooks Online experience is designed to let businesses focus on strategy and growth, with AI agents handling the operational tasks. The AI agents are vertical-specific, domain-trained tools integrated within the ecosystem to handle complex tasks autonomously and proactively.
From July 1, U.S. customers will have access to these AI agents in QuickBooks Online. All AI agents are paired with human experts for users who want an extra level of assurance or guidance.
According to Intuit, 78% of customers report that the AI makes running their business easier, and 68% say they now have more time to grow their business due to Intuit's AI. These AI agents are expected to reduce the time businesses spend on manual tasks by up to 12 hours a month.
The new features in QuickBooks Online are applicable to various types of businesses, including solopreneurs, startups, and scaling enterprises. Moreover, the AI agents are designed to scale with businesses and eliminate the need to constantly switch between tools or dashboards.
[1] Source: QuickBooks Online press release, 2025 [2] Source: Intuit customer survey, 2025 [3] Source: QuickBooks Online product documentation, 2025
The Finance Agent, integrated within QuickBooks Online, generates financial forecasts and analyzes data to aid strategic financial planning, aligning technology with business finance management. The Project Management Agent, part of QuickBooks Online, creates project estimates from existing documents, automating project setup and supporting profitability tracking, bridging the gap between technology and business operations.
