How AI + Your Expertise Is Changing the Game for Accountants and Clients

As an accountant, your clients rely on your expertise to make smart, strategic decisions. But what if you had a virtual team behind the scenes helping you get more done—automating repetitive tasks, surfacing insights, and giving you more time to focus on the big picture?

Starting in June, QuickBooks is introducing a powerful new set of AI-driven features that do exactly that. These smart agents work around the clock to simplify everyday tasks, improve collaboration, and help you and your clients grow with confidence.

A Smarter Way to Work: Meet Your New AI Teammates

QuickBooks is rolling out a group of intelligent digital agents built into its platform—each designed to handle specific tasks that are crucial to running a business:

• Accounting Agent: Automatically categorizes transactions, flags anomalies, reconciles accounts, and highlights anything that needs your review.

• Payments Agent: Helps speed up incoming payments and ensures bills get paid on time by managing cash flow and invoicing.

• Finance Agent: Analyzes financial data, forecasts trends, and helps identify variances so you stay on track.

• Customer Agent: Supports client relationship management by drafting personalized emails, capturing leads, and tracking every stage of the customer journey.

These AI agents aren't just helpful—they're like having a full-time support team working behind the scenes so you can move faster, reduce errors, and give better advice to your clients.

Everything in One Place = More Control and Confidence

When your tools and data live in one ecosystem, things just click. QuickBooks brings everything together—accounting, payments, payroll, and more—into a customizable dashboard that’s designed to save you time and eliminate confusion.

• Business Feed: A snapshot of completed work from your AI agents that’s ready for review and approval.

• Reports: AI surfaces trends and anomalies in your clients' financials so you can act quickly.

• Smart Search: Easily find transactions, contacts, reports, and more across the platform.

• KPI Scorecard: Keep an eye on the top 10 key financial metrics in one view.

Collaborate With Clients Seamlessly

Communication is key. With new built-in chat features, you can work side-by-side with your clients directly inside QuickBooks—no more back-and-forth emails or long waits for approvals. And if you need a hand, certified experts are just a click away to help answer questions and boost your capacity when needed.

Customer Hub: Helping Your Clients Grow

QuickBooks now includes a dedicated Customer Hub where your clients can track leads, follow up with customers, and manage feedback and referrals—all in one place. From capturing work requests to scheduling meetings and tracking sales opportunities, it’s a game-changer for growing small businesses.

Plans That Fit Every Stage of Growth

Whether your client is just starting out or scaling fast, there’s a QuickBooks plan built for their needs—with increasing access to AI and automation as they grow.

Simple Start

Perfect for new businesses. It includes:

• AI-assisted categorization and transaction matching

• Smart invoicing and payment tools
  (Note: AI agents aren’t included, but you can still access AI-driven features.)

Essentials

Ideal for businesses ready to grow, featuring:

• Accounting and Payments Agents

• Customer Hub for client relationship management

• Access for up to 3 users

Plus

Designed for scaling businesses:

• Adds Finance and Customer Agents

• Deeper insights on profitability and business trends

• Track up to 40 classes or locations

• Up to 5 users

Advanced

For mature businesses that need full customization and scale:

• Custom reports and KPI tracking

• Sync with spreadsheets for deeper analysis

• Up to 25 users with role-based access

• Backup & restore, batch transactions, and more

The Bottom Line

These new AI agents from Intuit QuickBooks are redefining how accounting gets done—taking care of the manual tasks so you can focus on what matters most: advising your clients, building stronger relationships, and helping their businesses thrive.

Now, instead of spending hours digging through spreadsheets, you can tap into real-time insights, automate your workflow, and collaborate more efficiently—all in one powerful platform.

June can’t come soon enough.