We’re helping shape the future of financial intelligence by working with leading AI companies such as Anthropic to meet consumers and businesses wherever they choose to get work done. Starting today, Intuit’s platform allows Claude users to access Intuit’s trusted tax, finance, accounting, and marketing expertise and tools within Claude, accessible to all users including Enterprise customers.
Intuit TurboTax, Credit Karma, QuickBooks, Mailchimp and Intuit Enterprise Suite are now available in Claude. Whether you’re a consumer estimating a tax refund or seeking help improving your credit, or a business owner looking to improve cash flow or trying to find new customers, Claude users can access powerful Intuit capabilities and experiences to provide personalized financial insights and recommendations you can seamlessly act on directly inside a Claude conversation.
Bringing highly personalized experiences to millions of consumers and businesses, both on Intuit’s platform and in Anthropic’s AI systems, is just one part of our multi-year, game-changing partnership with Anthropic that also brings custom AI agents to mid-market businesses on the Intuit platform.
Make Smarter Money Decisions with TurboTax and Credit Karma in Claude
TurboTax: TurboTax customers can get personalized answers to their tax questions and take instant action directly within Claude. Customers can get real-time tax estimates and instant refund projections that are powered by the same core framework TurboTax uses. They can also seamlessly connect live to an Intuit tax expert, giving them the accuracy and confidence that comes from having a personalized, local tax expert help to take the next steps in filing their taxes.
Credit Karma: Members get a clearer, more personalized view of their financial health using Credit Karma in Claude. Members can understand what’s helping or hurting their credit score, take simple, actionable steps based on the most important credit factors and can explore “what-if” scenarios, such as how paying down a credit card balance could impact their score. Additionally, members can connect their accounts to Credit Karma and ask Claude to analyze their cash flow and spending over time to get a clear picture of where their money is going.
Grow Revenue and Profitability with QuickBooks, Intuit Enterprise Suite, and Mailchimp in Claude
QuickBooks and Intuit Enterprise Suite: Businesses can use QuickBooks within Claude to analyze key metrics like profitability, cash flow, and benchmarks to compare their performance against similar businesses based on industry and region, helping them to gain insights that enable them to make informed decisions as they grow and scale. By connecting their raw financial data or existing QuickBooks or Intuit Enterprise Suite account data within Claude, customers can generate key reports like profit and loss and cash flow statements to help them stay informed as their business grows.
Mailchimp: Mailchimp customers can ideate in Claude and execute coordinated, multichannel marketing campaigns, from template design and image editing to content copy and targeting, that streamline work and deliver results for their business. Marketers can seamlessly create data-driven campaign strategies and content that are powered by Mailchimp’s data and expertise, and are usable across multiple channels like SMS, email, and social, complete with recommended optimal send times and target audience segments, including audience insights, personalized for their business.
How our partnerships are grounded in customer-first principles
At Intuit, our customers rely on us to help them make some of the most important financial decisions of their lives. These are high-stakes decisions where accuracy, compliance, security and trust are essential, and the liability of getting it wrong is significant. This insight has guided Intuit’s strategy for years.
For more than 40 years, Intuit has built its platform around protecting customer data and delivering accurate, reliable financial insights. That commitment to trust, privacy, and security remains unchanged as we expand our AI capabilities through partnerships with leading technology providers like Anthropic.
Financial decisions demand a higher standard of accuracy and reliability than most other categories of technology. That’s why Intuit designs and controls the customer experience across our platform. We combine AI-powered automation with embedded access to trusted human experts, ensuring customers receive guidance that is accurate, compliant, and grounded in real financial expertise. As we expand our AI capabilities, we’re also meeting customers where they are, including integrations with platforms like Claude. When customers choose to use Intuit capabilities in these AI assistants, their data stays protected within our systems and within these experiences.
Looking Ahead
Intuit and Anthropic are partnering to bring trusted financial intelligence and custom AI agents to businesses. Powered by Intuit’s decades of deep domain expertise and proprietary data models, mid-market businesses will be able to build and customize secure, accurate AI agents to support compliant workflows using Anthropic’s Claude Agent SDK on the Intuit platform, regardless of technical expertise. Businesses in any sector will be able to build and deploy secure AI agents engineered for compliant workflows and their unique operational DNA. Going far beyond simple automation tools, these are specialized agents customized with industry-specific skills. These experiences will begin rolling out to Intuit customers in spring 2026.
Disclaimer
This information is intended to outline our general product direction, but represents no obligation and should not be relied on in making a purchasing decision. Additional terms, conditions and fees may apply with certain features and functionality. Eligibility criteria may apply. Product offers, features, functionality are subject to change without notice.