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.

A Closer Look: How QuickBooks' AI Agents Handle the Financial Heavy Lifting

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.

Customer Hub: Managing Sales and Engagement More Efficiently

QuickBooks is also introducing a new Customer Hub, available in many QuickBooks Online plans. It includes two AI agents focused on customer management and sales engagement.

• Customer Agent: Handles lead tracking, drafts personalized communications, schedules meetings, and monitors the sales pipeline. This agent is intended to simplify customer relationship management without requiring separate CRM software.
• Marketing Agent: Expected later this year, the Marketing Agent will work alongside Mailchimp to automate segmentation, campaign creation, and audience targeting. It is aimed at helping small businesses manage marketing tasks more effectively and consistently.

Additional Agents for Businesses That Are Scaling Up

In addition to the core and CRM-focused agents, Intuit is preparing to roll out new agents designed for businesses with more advanced operational needs.

• Payroll Agent: Collects time and attendance information and runs payroll on schedule. By streamlining payroll processing, this agent helps reduce administrative workload and improve accuracy.
• Project Management Agent: Oversees project milestones, budgets, and quotes. Its goal is to help businesses stay organized and on track, particularly in service-based or project-driven industries.

One Platform, One View

These AI agents are fully integrated into the redesigned QuickBooks experience, which now includes an updated homepage featuring real-time metrics, alerts, and task summaries. Users can see completed and pending workflows, connect with accountants, and access data from across their business, all within a single interface. The same functionality is also available through the redesigned QuickBooks mobile app.

By combining automated execution with expert collaboration, QuickBooks' AI agents aim to streamline operations without adding complexity. The result is a system that reduces manual effort while supporting informed, timely decision-making.

Expert Consumers reports that QuickBooks' new AI agents represent a significant advancement in business automation, offering small and mid-sized companies access to an integrated virtual team that handles everyday financial and operational tasks. By combining real-time data insights with workflow automation, these agents aim to reduce administrative burdens and empower business owners to focus on growth and strategy.

Click here to explore the features of QuickBooks' AI agents.