Small businesses need tools that help them save time, simplify complex tasks, and make smarter financial decisions. That’s exactly what Intuit Assist, the new AI-powered feature in QuickBooks, delivers. Whether it’s automating invoicing, forecasting cash flow, or providing real-time insights, Intuit Assist is designed to take the hassle out of managing your business. It’s like having an extra set of hands for your day-to-day operations.

What is Intuit Assist?

Intuit Assist is a smart assistant built right into QuickBooks and other Intuit tools, like TurboTax and Mailchimp. It helps automate repetitive tasks, organizes financial data, and provides personalized insights that make running a business easier. Whether you’re juggling payroll, tracking expenses, or forecasting cash flow, Intuit Assist helps you make better decisions faster.

Intuit Assist is powered by Agentic AI, a cutting-edge approach to artificial intelligence that enables autonomous decision-making and tailored recommendations. Agentic AI helps Intuit Assist analyze your financial data and deliver insights in real-time, creating a more personalized and effective user experience. To learn more about how Agentic AI is shaping tools like Intuit Assist, check out our blog: How Intuit's Agentic AI is Helping Businesses Work Smarter.

How Intuit Assist Helps Businesses

Here are a few ways Intuit Assist makes a difference:

1. Takes Over Time-Consuming Tasks
   No more late nights reconciling accounts or manually categorizing transactions. Intuit Assist handles these for you, reducing errors and freeing up your time for more important things.

2. Keeps You in the Know
   Need to know where your business stands financially? Intuit Assist offers real-time updates, like cash flow projections and reminders for overdue invoices. It even highlights potential risks so you can stay ahead of the curve.

3. Connects the Dots with Mailchimp
   If you use Mailchimp, Intuit Assist can help you spot trends in customer behavior and create more targeted marketing campaigns. It’s all about using your data in smarter ways.

4. Easy to Use
   With a conversational interface, Intuit Assist is approachable for anyone—no tech expertise is needed. It’s built to fit into your workflow seamlessly.

Ready to Experience Intuit Assist in Action?

Find out how Intuit Assist can streamline your business operations and save you valuable time. Schedule a free consultation with us today to get started with QuickBooks Online and see firsthand how AI-powered assistance can transform your financial management.

Where Can You Access Intuit Assist?

Intuit Assist is available across several Intuit products, making it easy to get started no matter which tools you already use. Here’s how to access it:

• QuickBooks: Within your QuickBooks dashboard, look for the Intuit Assist feature. It offers insights into your business's financial health, automates tasks like invoicing, and provides personalized recommendations.

• TurboTax: While preparing your taxes with TurboTax, Intuit Assist is available to guide you through the process, check for accuracy, and answer tax-related questions.

• Credit Karma: In the Credit Karma app, access Intuit Assist by tapping the designated icon. It provides personalized financial insights and answers to your money questions.

• Mailchimp: Intuit Assist works within Mailchimp to help optimize your email marketing campaigns. It analyzes customer data and provides insights to improve engagement and effectively target your audience.

Make sure your Intuit products are updated to the latest version to access these features.

Real-Life Benefits

You’re a small business owner struggling with cash flow visibility. With Intuit Assist, you’ll get clear, actionable updates about your finances and recommendations for managing your money more effectively. This kind of support isn’t just helpful—it’s empowering, giving you the confidence to make informed decisions.

Intuit Assist saves time for accountants by automating repetitive tasks, like organizing receipts and preparing data for tax season. It’s a tool that works as hard as you do.

Why Small Businesses Should Care

AI isn’t just for big companies anymore. Intuit Assist brings powerful tools to businesses of all sizes, making advanced features like real-time forecasting and task automation accessible to everyone. It’s about working smarter, not harder.

And with integration across Intuit’s ecosystem—QuickBooks, TurboTax, Mailchimp, and Credit Karma—it’s easier than ever to connect the tools you already use.

How Peak Advisers Can Support You

Adopting new technology can feel overwhelming, but you don’t have to figure it out alone. At Peak Advisers, we help small businesses get the most out of QuickBooks and its features, including Intuit Assist. From setup to advanced tips, we’ll make sure you’re ready to get the full benefits.

Curious about how Intuit Assist could work for your business? Let’s talk. Schedule a free consultation with us today to explore your options and get the support you need.