Introducing Intuit Assist for QuickBooks: A New Era of AI-Driven Business Management

Intuit has unveiled Intuit Assist, a cutting-edge AI-powered assistant designed to simplify and enhance QuickBooks users' experience. This innovative tool has features to help business owners streamline operations, save time, and focus on what matters most: growing their businesses.

Turning Conversations into Action

Intuit Assist can transform customer interactions into actionable business items, such as estimates or invoices, by analyzing email updates, electronic documents, or handwritten notes. Business owners can forward customer emails or upload images of notes or documents via the QuickBooks app, and Intuit Assist will generate estimates or invoices automatically. These drafts can then be reviewed, sent to clients, and finalized easily.

Seamless Bill Creation

The new email-to-bill feature allows users to forward emails, drag and drop documents, or upload images via QR codes. Intuit Assist processes these inputs and populates the details directly into a bill form, reducing manual effort and improving accuracy.

Automated Invoice Reminders

To help with cash flow, Intuit Assist monitors outstanding invoices and generates personalized reminders tailored to each client. These reminders take into account the client’s history and invoice status, providing a professional touch without additional effort from the business owner.

Effortless Expense Management

With Intuit Assist, managing receipts becomes a breeze. The AI scans and extracts details from receipts, automatically categorizing them by expense type, payment account, and vendor. This level of automation reduces the burden of manual data entry and helps business owners maintain accurate records.

Smart Transaction Matching

Intuit Assist ensures seamless bookkeeping by matching transactions across the QuickBooks ecosystem. For example, invoices paid via QuickBooks Payments or bills settled through QuickBooks Bill Pay are automatically matched with corresponding bank transactions, keeping financial records consistent and up-to-date.

Simplified Onboarding for New Users

For those new to QuickBooks, Intuit Assist offers a streamlined setup process. It connects users with live experts who can guide them through platform customization, including tailoring the chart of accounts and managing monthly expense categorization. This human support ensures new users can confidently leverage QuickBooks to suit their unique business needs.

Proactive Business Insights

The newly introduced Business Feed on the QuickBooks home page offers users a dynamic, proactive view of their operations. It highlights Intuit Assist's critical actions to ensure business owners stay informed and organized.

Driving Efficiency and Success

Intuit Assist is more than just a productivity tool; it’s a game-changer for small and medium-sized businesses looking to streamline processes, reduce administrative tasks, and focus on growth. By leveraging advanced AI and offering human support where needed, Intuit Assist empowers business owners to stay ahead in an increasingly fast-paced world.

Stay ahead of the curve with Intuit Assist for QuickBooks—your partner in smarter, simpler business management.