ExpenseFinder is a feature that automatically pulls a year's worth of bank transactions and automatically finds deductible business expenses through our machine learning algorithm. On average, users find $4,300 average in business expenses.
QuickBooks Assistant is a chatbot that combines data-driven insights and natural language processing to ease business operations by merely asking questions or stating requests, using a smartphone. The service understands intent and identifies context to uncover numerous financial data points – from tax obligations to expense tracking, cash flow, profitability and more.
We created a natural language processing system to analyze the sentiment in a customer’s speech and text, identifying different emotions and then flagging those emotions to a customer care agent so that the care agent can respond to the customer appropriate to the customer’s emotional state.
We receive about 30M returns every year, each containing a very rich set of data points about demographic, economic and social trends that characterize our customers’ financial lives. By leveraging machine learning and combining it with the representation of the entire Tax Code, we are helping to reduce the time it takes to file taxes and increase a user’s confidence in accurately filing their taxes.
To connect customers to the right agent to meet their needs, we're using a data-driven pipeline to map the customer profile and question to an appropriate customer care agent. Using a machine learning algorithm trained with historical interactions between customers and agents, we've increased expert and customer sentiment, as well as material cost savings and efficiency improvements.
Using a shallow neural network with optical character recognition and image processing, we are able to perform automatic information extraction from document images, eliminating manual data entry and security issues in repetitive, manual data handling. This technology allows you to snap a photo of your W-2 or tax forms, and extract individual data field and upload the data automatically to TurboTax.
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