Published: May 27, 2025

Running a business involves countless tasks that often pull entrepreneurs away from what they’re passionate about. Recognizing this challenge, Intuit QuickBooks has unveiled a groundbreaking solution: a virtual team that combines artificial intelligence agents with trusted human experts to handle the day-to-day operations of running a business.

The New Era of Business Management

What started as accounting software has evolved into something far more comprehensive. QuickBooks now features a smart, powerful combination of Intuit AI agents working around the clock, paired with the option to access trusted experts when needed. This integrated approach promises to give business owners their time back, simplify daily operations, and enable faster, more confident decision-making.

The transformation is built on the Intuit platform, which features a new kind of AI designed specifically for business needs. These AI agents don’t just provide insights—they complete actual work, handling tasks like sending invoices, tracking payments, reconciling books, and managing customer leads.

Meet Your New AI-Powered Team

The Accounting Agent

The backbone of financial management, this agent maintains clean and accurate books by automatically categorizing transactions, detecting and resolving anomalies, and reconciling accounts. It intelligently flags what needs approval or attention from business owners or their accountants, ensuring nothing falls through the cracks.

The Payments Agent

Cash flow is the lifeblood of any business, and this agent helps optimize it by monitoring cash flow patterns, optimizing invoicing processes, and improving payment collection. The goal is simple: help businesses get paid faster and pay bills on time.

The Customer Agent (Beta)

Currently in beta testing, this agent revolutionizes customer relationship management by sourcing leads directly from email inboxes, drafting personalized email responses, and tracking every customer opportunity throughout the sales cycle. Early users report time savings of over 50% in lead tracking alone.

The Finance Agent

This analytical powerhouse examines financial data to automatically create forecasts, highlight variances, and pinpoint sources of financial trends. It helps business owners stay on track toward their goals with data-driven insights and proactive financial planning.

The Project Management Agent (Beta)

Also in beta, this agent streamlines project-based work by generating project estimates from documents and automating project setup processes. Its primary focus is ensuring projects remain profitable from inception to completion.

Human Expertise When You Need It

While AI handles the routine work, complex business challenges still require human insight. Intuit’s solution includes access to trusted human experts who can step in when automation reaches its limits. These professionals are available to guide business owners through complicated decisions, compliance issues, and strategic planning—all without lengthy back-and-forth communications.

This hybrid approach ensures businesses get the efficiency of automation combined with the wisdom and experience that only human experts can provide.

Enhanced Collaboration and Integration

Seamless Accountant Collaboration

As businesses grow and engage professional accountants, effective communication becomes crucial. QuickBooks now includes enhanced collaboration tools that allow business owners and their accountants to work together seamlessly within the platform, eliminating the friction often associated with financial management partnerships.

All-in-One Business Dashboard

The platform centralizes all business tools and data in one location, featuring:

• Business Feed: A summary of AI agent activities for quick review and approval, along with actionable next steps
• Enhanced Reports: In-depth reporting and budgeting information with AI-powered insights for profitability enhancement
• Smart Search: Quick access to transactions, contacts, accounts, reports, and help resources with customizable filters
• KPI Scorecard: Real-time tracking of key financial performance indicators

Customer Hub Integration

The new Customer Hub organizes, tracks, and manages customer relationships all in one place, featuring:

• Automatic capture of referrals, feedback, and work requests
• Organized customer information, notes, and to-dos
• Integrated video meeting scheduling and e-signature requests
• Complete lead tracking from first contact to repeat business

Tailored Plans for Every Business Stage

QuickBooks has restructured its offerings to provide optimal value at every business stage:

Simple Start

Designed for new businesses establishing their financial foundation, Simple Start focuses on organization and compliance from day one. While AI agents aren’t included, users still benefit from AI-driven categorization, smart invoicing, and integration with TurboTax for tax preparation.

Essentials

Perfect for growing small businesses, Essentials harnesses the full power of the Intuit platform with the Accounting Agent, Payments Agent, and Customer Hub access. This plan includes three user seats for collaborative access and helps businesses focus on revenue growth through automation.

Plus

Built for businesses ready to scale, Plus includes all previous features plus the Customer Agent (beta), expanded Customer Hub functionality, AI-powered financial insights, five user seats, and advanced tracking capabilities for up to 40 classes or locations.

Advanced

Designed for established businesses, Advanced provides comprehensive business intelligence with Project Management, Finance, and Accounting agents working in concert. Features include custom reports, the KPI scorecard, batch transactions, spreadsheet sync with Excel and Google Sheets, and 25 user seats with customizable roles and permissions.

Recent Innovations and Additional Features

Beyond the AI agent revolution, QuickBooks continues to innovate with:

Payment Processing Enhancements

QuickBooks Payments now integrates with Stripe, PayPal, Apple Pay, and over 1,000 third-party applications. The addition of Tap to Pay on iPhone eliminates the need for separate card processing hardware.

Automated Bill Management

QuickBooks Bill Pay streamlines vendor payments with automated bill approvals and cash flow monitoring. Basic bill pay functionality is included with subscriptions, with advanced options available for greater automation and control.

Payroll Integration

Enhanced payroll features include automatic matching of payroll tax payments, employee hour tracking by class and project, and improved HR capabilities with automated onboarding and team document management.

Mobile Optimization

The QuickBooks Mobile App now includes Accounting and Payments mobile agents, allowing business management from anywhere with streamlined categorization and payment tracking capabilities.

Measuring the Impact

The results speak for themselves. According to Intuit’s research, 45% of customers save 12 hours each month on bookkeeping tasks thanks to the new AI-powered bank feed functionality. Customer testimonials highlight significant time savings, with some reporting over 50% reduction in time spent on lead tracking and customer management.

As one customer noted, “Intuit AI does the thinking that I haven’t even considered or had time for. For me, I like the assistant aspect of it.” This sentiment captures the essence of what QuickBooks aims to achieve—becoming a true business partner rather than just software.

The Future of Business Management

QuickBooks’ evolution represents a fundamental shift in how businesses can operate. By combining the efficiency of AI with the insight of human expertise, the platform offers a glimpse into the future of business management—one where entrepreneurs can focus on growth and innovation while their virtual team handles the operational complexity.

This transformation isn’t just about adding new features; it’s about reimagining what’s possible when technology truly serves business owners. With AI agents working 24/7 and human experts available on-demand, QuickBooks is positioning itself not just as accounting software, but as an indispensable business partner for companies at every stage of growth.

To explore these new capabilities and find the right plan for your business, visit QuickBooks.com or take advantage of current promotional pricing with up to 90% off for the first three months.