AI copilots (Excel/QBO/Xero)
Intuit Assist (QuickBooks)
Intuit's AI agents built into QuickBooks Online for bookkeeping, invoicing, payments and reconciliation.
| Category | AI copilots (Excel/QBO/Xero) |
|---|---|
| Website | https://quickbooks.intuit.com/ai-accounting/ |
| Pricing (as shown) | Bundled with QuickBooks Online plans (list from $38/mo; promos vary) |
| Free trial | yes |
| Trains on customer data | Training policy unclear Responsible-AI page reviewed; no customer-data training statement found. |
| SOC 2 | No mention found on pages checked |
| Security / DPA page | https://security.intuit.com/intuit-cookie-policy/ |
| Integrations mentioned | QuickBooks, Excel |
| Status | active |
| Last checked | Nov 2, 2026 |
Changes
Oct 27, 2026
Intuit announces Agentic Books Close for Accountant Suite
At Intuit Connect, Intuit announced Agentic Books Close, which runs more of the monthly close using a firm's own procedures with an audit log while accountants approve. It's a paid add-on that is 'coming soon' (in pilot). Firm Playbooks and portfolio insights are in beta, and AI invoice follow-ups and sales-tax pre-file checks are rolling out in QuickBooks for US users.
Sources
- https://quickbooks.intuit.com/ai-accounting/
- https://quickbooks.intuit.com/pricing/
- https://security.intuit.com/intuit-cookie-policy/
- https://www.intuit.com/privacy/responsible-ai/
- https://quickbooks.intuit.com/online/integrations/
- https://investors.intuit.com/news-events/press-releases/detail/1329/intuit-expands-intelligence-platform-to-power-the-next-era-of-accounting-firm-and-business-growth
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