Innovative Thinking

Intuit Launches QuickBooks Assistant for Small Businesses And The Self-Employed

This morning on the main stage at QuickBooks Connect, Intuit unveiled its latest innovation designed to help millions better understand and navigate their finances. The new QuickBooks Assistant offers a conversational chat experience that solves a common problem for the self-employed and small business owners – quickly and easily staying on top of their finances.

Written by Intuit Blog Team
Published Nov 16, 2017 - [Updated Nov 9, 2022]
2 min read

“We know people who work for themselves have a lot on their mind with limited time to manage the day-to-day, let alone unearth information and insights about their business,” explained Alex Chriss, chief product officer, QuickBooks at Intuit. “By adding a virtual assistant with access to their business finances, people simply tap to ask questions and find answers – rather than running reports and analyzing data. QuickBooks Assistant represents a turning point in how work gets done today, with an eye toward improving success rates in the future.”

QuickBooks Assistant is an example of Intuit’s continued focus on innovations that help customers make smarter decisions. The new chatbot combines data-driven insights and natural language processing to ease business operations by merely asking questions or stating requests. The service understands intent and identifies context to uncover numerous financial data points – from tax obligations to expense tracking, cash flow, profitability and more. Benefits include:

Ease of Use: QuickBooks Assistant understands a wide variety of financial questions. Customers simply ask how much money they made, what they’ll owe in taxes, or which sales are most profitable – and QuickBooks Assistant will share the answer, no need to toggle between screens or set up queries.
Time Savings: Using chat helps customers instantly access their financial snapshot with a simple question or command, making it easier than ever to review data or information.
Business Confidence: Customers now access the insights necessary to make financial decisions when it matters most, and feel confident that they are making intelligent, informed decisions about their finances whenever, wherever.
How to Guide: For people who are unfamiliar with specific features or capabilities of QuickBooks, QuickBooks Assistant also acts as a “how to” guide – answering questions about how to add an account, create an invoice and more – making the product even easier to use than ever before.

QuickBooks Assistant is available today in QuickBooks Self-Employed for iOS and Android, and will be released for QuickBooks Online in the coming months. The beta for QuickBooks Online is now available in QuickBooks Labs. Both products target helping the self-employed and small businesses better manage their finances, with easy to use features and services that make everything from expense tracking to invoicing and tax payments easier and more seamless.