Intuit Inc., the financial technology platform that makes Intuit TurboTax, Credit Karma, QuickBooks, and Mailchimp, has unveiled the availability of AI agents on the all-in one-Intuit platform, creating a more powerful and automated QuickBooks experience designed to deliver time savings, efficiency, insights and value for marketers.
Among these AI Agents is a new Customer agent that finds leads directly from inboxes, prioritises high-value opportunities, drafts personalised responses, books meetings, and tracks customer opportunities across the full sales cycle.
As well as the AI Agents, the company also released a compelling new report which highlights the benefits of AI-driven platform solutions for business growth.
Now available to QuickBooks customers in Australia, a team of AI agents and human experts delivers ‘done-for-you’ experiences across financial pillars—including growing and managing customers, accounting, finance, and sales tax—all within the Intuit platform. Together this virtual team automates time-consuming tasks, streamlines collaboration and workflows and surfaces insights and recommendations that enable smarter, faster business decisions. Businesses can save up to 6 hours a week by completing workflows across multiple applications, including accounting, financing, customer management, and more.
The virtual team of AI agents in QuickBooks will work together across the Intuit platform to handle repetitive tasks, surface insights, and support collaboration between business owners and their accounting professionals.
These include ‘Accounting Agents’ to automate bookkeeping and categorisation to help keep accounts clean and accurate. It identifies and resolves anomalies early, while facilitating collaboration with an accounting professional. A “Finance Agent’, which delivers comprehensive financial summaries, including profit and loss, cash flow and balance sheets, and a ‘Projects Agent’, which accelerates setup by auto-filling key details for draft projects, reducing the need for manual data entry.
These new, ‘done-for-you’ experiences delivered by the new AI agents and experts, are accompanied by a completely redesigned and personalised QuickBooks web layout. The homepage is transformed into a display of customisable widgets with a business feed that shows real-time insights, recommendations, and summarises the workflows and tasks completed by the AI agents.
“We are experiencing a once-in-a-generation shift where AI is fundamentally reshaping how businesses run and grow. We believe inefficiency is the hidden tax on growth, draining potential from businesses across Australia,” commented Suzy Nicoletti, regional vice president APAC.
“With the launch of our virtual team of AI agents, combined with human intelligence, we are bringing everything a business needs onto one platform. QuickBooks on the Intuit platform not only provides access to ground-breaking AI agents to streamline workflows, but also enables customers to access their essential business tools that work seamlessly together across their most critical jobs.
“This allows us to deliver truly ‘done-for-you’ automation, freeing leaders from the operational grind so they can focus on their vision and power their prosperity in this new AI era.”
A new Intuit report titled The Growth Gap reveals why QuickBooks’ AI-driven evolution matters.
In Australia, nearly half (48 per cent) of small and medium-sized business growth potential goes unrealised, held back by inefficiencies, fragmented systems, and decision fatigue. A stronger ability to execute these opportunities could lift revenues across the Australia SMB economy by 6.7 per cent annually, representing an uplift of $209,3301 on average per company.
Across Australia’s 2.5 million small and mid-sized businesses. This improved execution represents an additional $35 billion in potential economic uplift.
The study, which looked into the hidden growth potential of the Australian, UK, and Canadian SMB economy, found this growth gap in Australia is widest among mid-market firms.
The key findings from the study are ‘operational overload’, which details Australian leaders are losing the equivalent of two full days of work per month due to operational overload, largely caused by switching between six–nine separate systems.
This systemic inefficiency breeds a delegation crisis, where half of Australian leaders—a proportion highest among mid-market businesses—are nearly always involved in daily operations. Consequently, a third of leaders admit that critical decisions and projects often slow down because their personal involvement is required, a trend compounded by delegation confidence being significantly lower in Australia compared to their counterparts in the UK and Canada.
The other two results look at ‘The economic cost’, which this lost efficiency is costing businesses hundreds of thousands of dollars in annual unrealised revenue. Businesses with 10-49 employees saw the highest percentage increase in unrealised revenue, while those with 50-99 employees left the greatest amount on the table, an average of $660,000 and $685,000 in unrealised annual revenue, respectively. And ‘The AI solution’, which provides its value now, with early adopters already saving up to six hours a week and 80 per cent of leaders agreeing it can help them delegate more effectively while maintaining control.
“Ambition is abundant, but the path to execution remains obstructed by everyday complexity. The challenge isn’t ambition itself, but the systems required to turn it into progress. When routine work is automated, time and visibility returns – giving leaders the insights they need, and the confidence to act with conviction,” said Ciarán Quilty, senior vice-president for International at Intuit.
Sonal Patel, founder of Shilu’s Vegetarian and Intuit QuickBooks customer expresses the impact the integration of AI will have on her growth.
“As a growing business with both an online shop and stockists across Australia, we were constantly battling paperwork and GST compliance. Intuit’s new AI agents on QuickBooks are a game-changer,” she said.
The Accounting Agent handles the daily bookkeeping and categorisation, and the upcoming GST AI Agent will ensure we stay compliant without the usual headache. This automation saves us crucial time we can now spend on creating new recipes, not on spreadsheets.”
