Latest news with #IntuitTurboTax
Finextra
2 days ago
- Business
- Finextra
Intuit launches AI agents and fintech platform
Inc. (Nasdaq: INTU), the global financial technology platform that makes Intuit TurboTax, Credit Karma, QuickBooks, and Mailchimp, today announced a transformative set of proactive Intuit AI agents that will dramatically improve how businesses run and grow. 0 This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. These agents will automate workflows and when combined with human experts will deliver real-time insights and improve cash flow for businesses. The new AI agents, embedded in the Intuit platform, create a more powerful QuickBooks that provides businesses with a virtual team working on their behalf while the customer is always in control. The agents transform how work is done and help customers grow, completing workflows across customer relationship management, financial analysis, payments, accounting, and more, saving businesses up to 12 hours a month.1 Their ability to seamlessly connect data across multiple applications proactively gives customers a 360-view of their business metrics and overall performance - all in one place. The result: 78% of customers say Intuit's AI makes it easier for them to run their business; and 68% state it allows them to spend more time growing their business.2 These AI agents are also able to work along-side trusted AI-enabled human experts to provide businesses with additional expertise and support. 'Intuit's AI-driven expert platform is transforming how businesses run and grow with first-of-its-kind agentic AI experiences,' said Sasan Goodarzi, Intuit CEO. 'When our vast amounts of data and AI capabilities are combined with the power of trusted human experts, Intuit's uniquely designed, integrated platform unlocks next-level efficiencies, profitability, and growth for businesses.' These new, done-for-you experiences are part of a completely redesigned and personalized QuickBooks web layout. The homepage is transformed into a striking display of customizable widgets with a powerful business feed that shows real-time intelligent insights, recommendations, and summarizes the workflows and tasks completed by the AI agents. Customers can seamlessly collaborate with human experts and connect to additional Intuit products, services, and third-party apps to truly realize the benefits and power of one integrated platform that drives next-level business efficiencies and growth, all in one place. In addition to the new web experience, the QuickBooks mobile app also has a new, modern interface that delivers the benefits of AI agents on the go. Introducing Intuit AI agents: A virtual team that does virtually everything Intuit's new AI agents will help businesses – at every stage – scale, enabling them to grow on a platform they know and trust. The AI agents complete day-to-day tasks, including managing customer leads, tracking payments, sending invoices, and reconciling a business's books. In addition, new, integrated collaboration tools allow a business owner and their accountant to seamlessly communicate and work together in QuickBooks. With the automation of workflows, collaboration with trusted experts, and the ability to deliver real-time, personalized, and actionable insights, businesses move faster, operate smarter, and uncover greater efficiencies and growth. • Payments Agent: Optimizes and grows cash flow by getting businesses paid an average of 5 days faster3 with tailored acceleration strategies that predict late payments, automate invoice tracking, and create and send invoices and reminders. • Accounting Agent: Automates bookkeeping and transaction categorization, and assists in reconciliation, delivering cleaner, more accurate books. • Finance Agent: Provides a comprehensive approach to the financial management of growing, mid-market businesses with robust reporting, KPI analysis, and scenario planning and forecasting based on performance and peer benchmarking, helping finance teams make smart decisions to achieve financial goals. 'I need more time to be able to invest back into my business,' said Kurtis Graham, founder, COSIGN Enterprises, LLC. 'Intuit's AI can help me save several hours a month and drive revenue for my business. That's a win-win for my business.' Customer Hub: AI agents that strengthen relationships and fuel business growth The Customer Hub, included in most QuickBooks Online plans, will provide two new virtual agents that automate and streamline the sales and customer relationship management (CRM) process, managing new leads and existing customers in one place to deliver delightful customer experiences and stronger relationships. • Customer Agent: Sources leads, drafts personalized email responses, suggests and schedules meetings based on engagement data, and tracks every customer opportunity in the sales cycle. • Marketing Agent: Coming later this year, it will automate audience management, campaign execution, and content creation to deliver impactful acquisition and retention marketing campaigns via Mailchimp. Intuit AI agents for growing businesses In the coming months, Intuit AI agents will be available for larger and growing businesses to tackle more complex tasks and boost productivity even further, enabling these businesses to scale with speed. • Payroll Agent: Proactively collects time and attendance data from your employees and runs payroll when you say so. • Project Management Agent: Manages project quotes, milestones, and budgets so businesses stay on track. For more than 40 years, Intuit has been leading the industry in delivering impactful customer experiences that help millions of consumers and businesses put more money in their pockets, helping them achieve their business and financial goals with less effort and complete confidence. The launch of Intuit's transformational AI agents is the latest innovation powered by Intuit's platform, bringing artificial intelligence and human intelligence together to power prosperity for its customers. Now, businesses and their accountants have access to a virtual team that saves them time, simplifies the day-to-day running of a business, and helps accountants more confidently and quickly advise clients on key decisions. Availability The new web and mobile interfaces, integrated AI agents and human experts, and Customer Hub will start rolling out today, July 1, to a range of QuickBooks Online products and customers in the US.
Business Wire
03-06-2025
- Business
- Business Wire
Intuit Executive Marianna Tessel to Present at the Mizuho Technology Conference
MOUNTAIN VIEW, Calif.--(BUSINESS WIRE)--Intuit Inc. (Nasdaq: INTU), the global financial technology platform that makes Intuit TurboTax, Credit Karma, QuickBooks, and Mailchimp, announced today that Marianna Tessel, executive vice president and general manager of Intuit's Small Business Group, will present at the Mizuho Technology Conference on Tuesday, June 10 in New York, NY. The fireside chat will begin at 11:50 a.m. Pacific Time (2:50 p.m. Eastern Time) and will be available live via audio webcast on Intuit's investor relations website at A replay of the webcast will be available approximately 24 hours after the presentation ends. About Intuit Intuit is the global financial technology platform that powers prosperity for the people and communities we serve. With approximately 100 million customers worldwide using products such as TurboTax, Credit Karma, QuickBooks, and Mailchimp, we believe that everyone should have the opportunity to prosper. We never stop working to find new, innovative ways to make that possible. Please visit us at and find us on social for the latest information about Intuit and our products and services.
Business Wire
03-06-2025
- Business
- Business Wire
Intuit CEO Sasan Goodarzi to Present at the Nasdaq Investor Conference in Partnership with Jefferies
MOUNTAIN VIEW, Calif.--(BUSINESS WIRE)--Intuit Inc. (Nasdaq: INTU), the global financial technology platform that makes Intuit TurboTax, Credit Karma, QuickBooks, and Mailchimp, announced today that Sasan Goodarzi, chief executive officer, will present at the Nasdaq Investor Conference in Partnership with Jefferies on Tuesday, June 10, 2025 in London. The fireside chat will begin at 5:00 a.m. Pacific Time (1:00 p.m. Greenwich Time) and will be available live via audio webcast on Intuit's investor relations website at A replay of the webcast will be available approximately 24 hours after the presentation ends. About Intuit Intuit is the global financial technology platform that powers prosperity for the people and communities we serve. With approximately 100 million customers worldwide using products such as TurboTax, Credit Karma, QuickBooks, and Mailchimp, we believe that everyone should have the opportunity to prosper. We never stop working to find new, innovative ways to make that possible. Please visit us at and find us on social for the latest information about Intuit and our products and services.
Yahoo
03-06-2025
- Business
- Yahoo
Intuit Executive Marianna Tessel to Present at the Mizuho Technology Conference
MOUNTAIN VIEW, Calif., June 03, 2025--(BUSINESS WIRE)--Intuit Inc. (Nasdaq: INTU), the global financial technology platform that makes Intuit TurboTax, Credit Karma, QuickBooks, and Mailchimp, announced today that Marianna Tessel, executive vice president and general manager of Intuit's Small Business Group, will present at the Mizuho Technology Conference on Tuesday, June 10 in New York, NY. The fireside chat will begin at 11:50 a.m. Pacific Time (2:50 p.m. Eastern Time) and will be available live via audio webcast on Intuit's investor relations website at A replay of the webcast will be available approximately 24 hours after the presentation ends. About Intuit Intuit is the global financial technology platform that powers prosperity for the people and communities we serve. With approximately 100 million customers worldwide using products such as TurboTax, Credit Karma, QuickBooks, and Mailchimp, we believe that everyone should have the opportunity to prosper. We never stop working to find new, innovative ways to make that possible. Please visit us at and find us on social for the latest information about Intuit and our products and services. View source version on Contacts Investors Lisa PattersonIntuit Inc.650-944-2713lisa_patterson@ Media Sara DayIntuit Inc.650-336-3123sara_day@ Sign in to access your portfolio
Business Wire
29-05-2025
- Business
- Business Wire
Intuit Announces National Winners of 2025 Intuit Hour of Finance Challenge
MOUNTAIN VIEW, Calif.--(BUSINESS WIRE)-- Intuit Inc. (Nasdaq: INTU), the global financial technology platform that makes Intuit TurboTax, Credit Karma, QuickBooks, and Mailchimp, today announced the six national winners of its 2025 Intuit Hour of Finance Challenge — a nationwide initiative that encouraged middle and high school students to spend at least one hour on financial education during Financial Literacy Month in April. 'Through the Intuit Hour of Finance Challenge, we are not just teaching students about money, we are empowering them to take control of their futures.' The Intuit Hour of Finance Challenge engaged tens of thousands of students across all 50 states through Prosperity Quest, a free, interactive game designed to introduce budgeting, saving, and financial decision-making skills. Today's announcement honors three high schools and three middle schools whose students led the nation in engagement, enthusiasm, and impact and developed essential financial literacy skills through interactive activities with real-world product simulations. 'Financial literacy is foundational to long-term success,' said Dave Zasada, Vice President of Education and Corporate Responsibility at Intuit. 'Through the Intuit Hour of Finance Challenge, we are not just teaching students about money, we are empowering them to take control of their futures. These national winners demonstrated that students can develop the confidence and skills they need to thrive with the right tools and support.' High School Winners: James Madison High School – North East ISD (San Antonio, Texas) Southwest Miami Senior High School – Miami-Dade County Public Schools (Miami, Florida) Laurel Highlands High School – Laurel Highlands School District (Uniontown, Pennsylvania) Middle School Winners: Independence Middle School – School District of Palm Beach County (Palm Beach, Florida) Toby Johnson Middle School – Elk Grove Unified School District (Elk Grove, California) Fitzgerald Middle School – Pinellas County Schools (Largo, Florida) 'Financial literacy is essential not just for school, but for life,' said Jeremy Bryson, business teacher at Laurel Highlands High School in Uniontown, PA. 'Participating in the Intuit Hour of Finance Challenge gave our students a unique opportunity to practice real-world financial decision making in a way that was both engaging and empowering. As educators, we talk a lot about preparing students for what's next, but this challenge gave students the tools to start building that future now. We're incredibly proud of our students' dedication and honored to be recognized as a national winner.' This year's Intuit Hour of Finance challenge had more than 800 educators and nearly 40,000 students at 700 unique schools and organizations across all 50 states. The winning schools will be celebrated with national recognition and Chromebooks for their classrooms. In addition, Intuit is recognizing 50 state-level winners for their performance in the challenge and for continuing the conversation around financial literacy in their communities. The Challenge builds on Intuit's broader commitment to financial education through Intuit for Education, a free program that has reached more than three million students nationwide with interactive, standards-aligned lessons in personal and entrepreneurial finance. The Intuit for Education real-world simulations are powered by Intuit's suite of products—including TurboTax, Credit Karma, QuickBooks, and Mailchimp—to help students gain real-world experience and practical skills. To learn more about the Hour of Finance Challenge and explore free resources for educators, visit Intuit is the global financial technology platform that powers prosperity for the people and communities we serve. With approximately 100 million customers worldwide using products such as TurboTax, Credit Karma, QuickBooks, and Mailchimp, we believe that everyone should have the opportunity to prosper. We never stop working to find new, innovative ways to make that possible. Please visit us at and find us on social for the latest information about Intuit and our products and services.
