Intuit has rolled out a suite of artificial intelligence (AI)-powered virtual agents across its QuickBooks platform, expanding its push into automated B2B ecommerce and customer engagement.
It designed the tools to streamline back-office operations by handling key business tasks in finance, accounting, marketing, and customer management. The company also announced its acquisition of Relevvo, a startup focused on AI-based go-to-market automation. The move signals Intuit’s broader strategy to shift from passive business software toward autonomous systems capable of executing day-to-day functions with minimal human intervention.
The new “agentic AI” capabilities, as described by Intuit CEO Sasan Goodarzi, go beyond providing insights by proactively completing tasks.
“Our platform is transforming how businesses run and grow by combining AI with human expertise,” Goodarzi said.
Intuit AI agents mean automated core functions
The virtual agents operate within a unified QuickBooks interface, linking data across applications to present a real-time view of business performance. According to Intuit, the agents can save users up to 12 hours per month by automating workflows such as:
- Payments Agent. Flags late invoices, sends reminders, and accelerates collections. Intuit also claims it can shorten payment cycles by up to five days.
- Accounting Agent. Categorizes transactions and reconciles books automatically.
- Finance Agent. Offers performance metrics, peer benchmarks, and forecasting for mid-market firms.
- Customer Agent. Tracks leads, suggests sales outreach, and manages scheduling.
- Marketing Agent (in development). Plans to automate audience targeting and campaign execution via Mailchimp.
The agents are embedded into redesigned QuickBooks web and mobile apps, where users can view personalized dashboards, track AI-driven tasks, and collaborate with accountants using integrated tools.
Relevvo, the company Intuit has acquired, uses AI to prioritize high-value accounts and generate personalized outreach strategies based on real-time data. The platform also aims to replace static intent models with dynamic segmentation and campaign execution.
Intuit will incorporate Relevvo’s technology into its mid-market offerings to improve how it supports sales and marketing efforts. “This acquisition allows us to engage mid-market businesses with greater precision, speed, and insight,” said Saurabh Saxena, SVP of Go-To-Market Technology at Intuit.
With these updates, Intuit is positioning QuickBooks as more than just an accounting tool—it’s evolving into a platform for managing digital operations, customer engagement, and B2B sales. The company’s approach targets smaller and mid-sized firms that lack large operational teams but still require enterprise-level functionality.
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