Intuit QuickBooks continues a positive push into leveraging the power of AI for small business success. But it’s much more than AI, it’s smart, intuitive AI agents for small business success. Many of us entrepreneurs and creators are going directly to “AI tools” such as Chat GPT, Copilot, Gemini, Claude, Perplexity and thousands of other point AI solutions. However, the biggest game changer for growth minded entrepreneurs is in leveraging their day-to-day core services, like Intuit QuickBooks, increasingly powered by AI.

We didn’t get into business to do accounting or marketing. For many entrepreneurs we love our customers and serving them but we don’t like the day to day, but necessary “drudgery” of business operations and management. Intuit QuickBooks continues to make this proactively easier to do and smarter. With increase use of agentic AI, it’s now smarter and faster than ever, to run a business.

Intuit QuickBooks (for me), started as a floppy disk you install on your computer and evolved. I remember when it quickly transitioned to “cloud computing” and we called it “QuickBooks Online”. Years later, Intuit started adding much needed, complimentary solutions to QuickBooks such as financial offerings and a marketplace for partners to offer their services. With the acquisition of Mailchimp, the leading email marketing platform, Intuit QuickBooks continued integrating first-class marketing services into its platform.

Last week’s launch of Intuit QuickBooks AI agentic revolution is the next step for small business success, powered by Intuit QuickBooks. With its advanced capabilities, QuickBooks and the AI revolution are set to transform the way entrepreneurs manage their finances and operations. By harnessing the power of artificial intelligence, small businesses can now access real-time insights and automation, streamlining their workflows and enhancing decision-making processes. This innovative approach not only improves efficiency but also enables owners to focus more on strategic growth and customer engagement. Moreover, the integration of tools like Zoho Zia hubs for unstructured data allows businesses to further leverage their data assets, converting raw information into actionable insights. As entrepreneurs begin to adopt these advanced technologies, they will find themselves better equipped to navigate the complexities of modern business landscapes. This evolution not only fosters a more informed decision-making process but also drives innovation and competitiveness in the market.

What I saw, up-close in demos was how proactive agents, help the business owners to quickly and smartly manage their day to day (or long term) finances, better serve their customers, increase profit and revenue and more.

Intuit QuickBooks, leveraging AI – agentic AI – is more than an “accounting app” is a full-fledged, smart, proactive, business operating system.

Key Takeaways:

• Intuit launches a team of proactive AI agents in QuickBooks to automate tasks like invoicing, payroll, bookkeeping, and customer outreach.
• Business owners can now save up to 12 hours a month while gaining real-time insights and decision-making support.
• AI agents work alongside human experts, combining tech automation with expert guidance.
• A new dashboard layout and mobile app make it easier to track performance and collaborate with accountants.
• Early access starts July 1, 2025 for U.S. QuickBooks Online users.

A Virtual Team That Actually Works for You

Intuit, maker of QuickBooks, TurboTax, Mailchimp, and Credit Karma, announced a sweeping rollout of AI agents that function like a virtual team for small businesses. These AI-powered assistants automate day-to-day operations—from customer follow-ups to finance tracking—freeing up entrepreneurs to focus on growth.

Sasan Goodarzi, CEO of Intuit, said the agents represent a “first-of-its-kind agentic AI experience,” blending the scale of data intelligence with the value of real human support.

This isn’t just about saving time. It’s about transforming how small businesses operate, from cash flow to customer relationships.

Breaking Down the AI Agent Lineup

Each AI agent is specialized and purpose-built to handle tasks across business functions:

• Payments Agent: Helps businesses get paid up to five days faster by automating invoice tracking and late-payment predictions.
• Accounting Agent: Categorizes transactions, reconciles accounts, and improves bookkeeping accuracy.
• Finance Agent: Delivers reports, benchmarks, and cash flow forecasts so you can plan strategically.
• Customer Agent: Manages leads, schedules meetings, and tracks CRM engagement.
• Marketing Agent (coming later this year): Runs email campaigns and audience targeting via Mailchimp.

More agents are on the way, including:

• Payroll Agent: Collects employee data and runs payroll.
• Project Management Agent: Oversees quotes, milestones, and budgets.

More Than Just AI: A New User Experience

This update isn’t just behind the scenes. Intuit is rolling out a redesigned Intuit QuickBooks homepage—featuring customizable widgets and a smart business feed. It gives users real-time insights into sales, operations, and pending tasks handled by AI.

The Intuit QuickBooks mobile app also gets an upgrade, offering business owners AI support on the go. This new feature enables users to receive insights and suggestions for optimizing their business processes in real-time. Additionally, the app introduces a smart messaging os for marketing, allowing entrepreneurs to engage with their customers more effectively and personalize their outreach strategies. With these advancements, managing finances and customer relations becomes more seamless and efficient, even when on the move.

“AI is helping me save hours each month,” said Kurtis Graham, founder of COSIGN Enterprises, LLC. “That time is going right back into growing my business.”

Built for Growth and Trusted Collaboration

What sets Intuit’s AI apart is integration. The AI agents don’t just automate—they collaborate. Business owners can work in tandem with their accountants through QuickBooks Live, using shared tools, dashboards, and workflows. That means cleaner books, faster communication, and better financial decisions.

This human-plus-AI model is particularly helpful for businesses moving from startup to growth stage, where managing multiple software platforms becomes a bottleneck.

With everything from CRM to finance under one roof, Intuit is betting that centralization will drive both productivity and profitability.

What This Means for Entrepreneurs

If you’re a small business owner, these AI tools could become your daily operations team:

• Need help following up with a lead? Customer Agent has you covered.
• Worried about cash flow next quarter? Finance Agent will help you forecast.
• Hate chasing payments? Let the Payments Agent do it for you.

This shift is also part of a broader trend: automation that doesn’t replace people but augments human decision-making. And Intuit’s hybrid approach—AI plus expert support—could be a winning formula.

When and Where to Get It

Starting July 1, 2025, U.S. users of QuickBooks Online will start to see these AI capabilities roll out in phases. Access will depend on your subscription tier, and features may vary.

You can learn more at Intuit.com, or check your QuickBooks dashboard in July for an invitation to activate the new experience.

Final Word for Founders

Small business owners are constantly juggling tasks. Intuit’s new AI agents aim to take the load off—without taking away control. Whether you’re a solo entrepreneur or managing a growing team, this could be your opportunity to streamline operations and refocus on what matters: scaling smart.