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October 22, 2024
Question

My understanding is AI is making execution of Tasks more efficient, just wanted to find out if QB has any AI tools it has made so far that we can use in our daily tasks

  • October 22, 2024
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October 22, 2024

Thanks for your interest in QuickBooks (QB) AI capabilities, Usermark5. I'm thrilled to have the opportunity to share more details about the exciting advancements made in the program.

 

QB has introduced an AI-powered financial assistant. This innovative tool leverages generative AI (Gen AI) technology to offer smart, personalized recommendations to individual consumers and small business users. However, please note this is currently in its Beta phase and exclusively available to clients in the United States. It's still undergoing testing and refinement, so its full functionality and wider availability may be limited. 

Intuit Assist (IA) will help your business thrive by automating tasks and workflows, like invoicing, building action plans to help you meet your business goals, and answering your pressing financial questions on the spot. Eventually, you may ask Intuit Assist to send invoices, surface profitability insights, identify your top-selling products by month, and more.

Here's how IA can assist you:

  • It will proactively provide the right data and insights at key points in your journey to help you identify potential financial hurdles or take advantage of growth opportunities. 
  • Automate tasks, like drafting invoice reminders, saving you time so you can focus on the big picture for your small business. If a gap in revenue is projected, Intuit Assist will surface those cash flow hotspots and deliver clear, personalized recommendations to help you close the gap and meet revenue goals. 
  • Supercharge help and support throughout your journey, answering questions and providing customized support based on the insight QB has into your business.


As Intuit continues to develop this functionality, we aim to expand its availability to a broader audience in the future and deliver significant benefits, enhancing the overall user experience and empowering customers to achieve their financial goals more effectively.


Once broadly available, you could access IA directly from your account's dashboard.

For more information about how Intuit Assist can help you with your daily tasks, check out this resource: Introducing Intuit Assist for QuickBooks.

These AI-driven tools have the potential to significantly reduce manual workload, minimize errors, and offer deeper insights for businesses of all sizes. If you have other questions about using this element in your account, don't hesitate to leave a comment below. I'm here to provide prompt and helpful responses.