Intuit Intelligence is already advancing its AI capabilities (November 2025)

Intuit is already rolling out enhancements to Intuit Intelligence, the AI Agents that became available to QuickBooks users in one of the largest product updates the platform has ever seen.

A few of our most recent articles cover topics like where to categorize transactions in the new interface and how you can snag a quick win with the Payments Agent. And of course, we shared our comprehensive overview of the new platform in this article from September 4th.

Now, the Accounting Agent, Payment Agent, Customer Agent, Finance Agent, and Project Management Agent have all received another glow-up, with many of them advancing far beyond the beta capabilities we saw just a few months ago. Let’s dig in.

What’s new with Intuit’s Accounting Agent in November 2025

The enhanced Accounting Agent in QuickBooks Online is smarter, faster, and more intuitive than ever—making clean books feel effortless. With real-time purchase notifications, your Accounting Agent can now text you the moment you swipe your card for a business expense that needs a receipt, allowing you to upload it directly from your phone.

Behind the scenes, AI-powered reconciliation tools are working to reduce manual errors by automatically comparing your PDF financial statements to what’s in your QuickBooks account. They’ll even suggest ways to resolve any discrepancies. And with these capabilities coming soon to the QuickBooks Mobile app, it’s clear that the future of clean, accurate books is mobile, intelligent, and always within reach.

What’s new with Intuit’s Payment Agent in November 2025

The Payments Agent now does more than just help you get paid—it helps you get paid reliably. By learning from your customers’ payment patterns, this AI agent proactively recommends strategies to stabilize your cash flow. If a client often pays late or inconsistently, the agent can prompt your team to send reminders or even suggest setting up recurring invoices.

These tools are particularly powerful for service-based businesses or those with long payment cycles. By turning unpredictable income into a consistent stream, the Payments Agent helps ensure you can allocate resources more confidently and keep your business moving forward.

What’s new with Intuit’s Customer Agent in November 2025

Just a few months ago, the Customer Agent was still in beta—today, it's a fully operational lead-generation and sales assistant that can genuinely move the needle. The enhanced Customer Agent identifies potential leads straight from your inbox, drafts personalized follow-up messages, and even auto-generates estimates using your written or recorded voice notes.

All of this integrates seamlessly with the Customer Hub, where your AI Agent can help prioritize opportunities, manage proposals, and streamline your entire sales pipeline. Whether you're working at your desk or responding from your phone, you're never far from your next deal.

What’s new with Intuit’s Finance Agent in November 2025

The Finance Agent continues to evolve as a strategic asset for QuickBooks Online Advanced users. This powerful AI Agent accelerates your month-end close, delivers performance summaries that are easy to edit and share, and helps surface insights that directly impact your bottom line.

More importantly, the Finance Agent doesn’t just show you what’s happening—it tells you why it matters. By highlighting KPIs and flagging anomalies in real time, it equips business owners and finance teams with the tools to act quickly and drive growth. This is more than a reporting tool—it’s an AI-powered advisor in your corner.

What’s new with Intuit’s Project Management Agent in November 2025

Once in beta, the Project Management Agent can now play a vital role in bringing efficiency and visibility to your client work. Signed contracts are automatically converted into active projects, which reduces setup time and minimizes manual errors. But that’s just the start.

The Project Management Agent now tracks profitability in deeper ways, factoring in changes to scope or rising costs of goods. A redesigned dashboard pulls it all together, giving you a clear snapshot of every project’s health—so you can make smarter, margin-protecting decisions as projects evolve.

Even Greater Opportunities with Intuit Enterprise Suite

There’s even more functionality available to Intuit Enterprise Suite users, designed to support growing businesses with advanced financial intelligence. The Finance Agent takes a strategic role, offering comprehensive insights that track budgets, forecasts, and the KPIs that matter most. It equips decision-makers with timely, data-driven recommendations to address risks and seize opportunities with confidence.

Monthly performance summaries are automatically prepared, making board or investor reporting more streamlined. But this does not mean that human eyes are no longer needed on your reports or for drilling into the transactions behind them. With this level of automation and insight, businesses can simply spend less time compiling data—and more time using it to grow.

Looking Ahead with Confidence

It’s clear that Intuit isn’t just testing the waters with AI—they’re steering full speed ahead into a smarter, more streamlined future for small and mid-sized businesses. And while the pace of innovation may feel fast, the goal is simple: give you better tools to save time, increase accuracy, and grow with confidence.

If you’re wondering how to keep up, here’s our best advice: start small. Pick one area of your workflow—like receipt tracking with the Accounting Agent or recurring invoicing with the Payments Agent—and get comfortable there. Once you see the time savings and improvements, you’ll feel more confident expanding into other areas. The key is to avoid trying to implement everything at once. Focus on practical wins, not perfection.

As the #1 QuickBooks ProAdvisor in the U.S., we’re here to guide you through these updates and help you get the most out of them. Whether you're curious about where to start or ready to unlock advanced strategies, our team is just a step away—with the expertise to help you turn AI advancements into business wins.