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Intuit has been on a journey over the last several years with generative AI, incorporating the technology as part of its services at QuickBooks, Credit Karma,Turbotax and Mailchimp.
Today the company is taking the next step with a series of AI agents that go beyond that to transform how small and mid-market businesses operate. These new agents work as a virtual team that automates workflows and provides real-time business insights. They include capabilities for payments, accounts and finance that will directly impact business operations. According to Intuit, customers save up to 12 hours per month and, on average, will get paid up to five days faster thanks to the new agents.
“If you look at the trajectory of our AI experiences at Intuit in the early years, AI was built into the background, and with Intuit Assist, you saw a shift to provide information back to the customer,” Ashok Srivastava, chief AI and data officer at Intuit, told VentureBeat. “Now what you’re seeing is a complete redesign. The agents are actually doing work on behalf of the customer, with their permission.”
Technical architecture: From starter kit to production agents
Intuit has been working on the path from assistants to agentic AI for some time.
In September 2024, the company detailed its plans to use AI to automate complex tasks. It’s an approach built firmly on the company’s generative AI operating system (GenOS) platform, the foundation of its AI efforts.
Earlier this month, Intuit announced a series of efforts that further extend its capabilities. The company has developed its own prompt optimization service that will optimize queries for any large language model (LLM). It has also developed what it calls an intelligent data cognition layer for enterprise data that can understand different data sources required for enterprise workflows.
Going a step further, Intuit developed an agent starter kit that builds on the company’s technical foundation to enable agentic AI development.
The agent portfolio: From cash flow to customer management
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