What is Intuit Assist?

Intuit Assist was the name Intuit gave its generative AI assistant in 2023, across TurboTax, Credit Karma, QuickBooks and Mailchimp. In QuickBooks it has since been replaced by Intuit Intelligence and a set of task agents now labeled Intuit AI.

Is QuickBooks AI free?

Intuit doesn't list a separate charge for its AI features; they come with paid QuickBooks Online plans, and higher tiers include more agents. The Free plan lists no AI features. Intuit's releases note that additional terms and fees may apply, and availability varies by product, tier and region.

Which QuickBooks plan has AI agents?

Per Intuit's US pricing page, Simple Start includes the Intuit Intelligence chat and expense categorization; Essentials adds Accounting, Payments and Business Tax AI; Plus adds Sales Tax AI, Customer AI and anomaly detection; Advanced adds Project Management and Finance AI.

Does QuickBooks AI train on my data?

Intuit's privacy statement lists training its own AI models among the uses of personal information, with no AI-specific opt-out described. Intuit says its contracts prohibit partners such as OpenAI and Anthropic from training their models on Intuit customer data.

QuickBooks AI: Intuit Assist, Intelligence and Your Data

What each plan includes

AI features by QuickBooks Online plan, as listed on Intuit's US pricing page on October 14, 2026. Features carry up the tiers.
Plan	AI features Intuit lists
Free	No AI features listed
Simple Start	Intuit Intelligence chat (beta, limited capacity) and expense categorization
Essentials	Adds Accounting AI, Payments AI and Business Tax AI
Plus	Adds Sales Tax AI, Customer AI and anomaly detection
Advanced	Adds Project Management AI and Finance AI

What Intuit calls it now

If you searched for Intuit Assist, you are looking for the right product under an older name. The timeline, from Intuit's own announcements:

September 2023: Intuit announced Intuit Assist, a generative AI assistant across TurboTax, Credit Karma, QuickBooks and Mailchimp. QuickBooks access began in beta.
July 2025: Intuit introduced a "virtual team of AI agents" for US QuickBooks Online: Payments, Accounting, Finance and Customer agents, with Payroll and Project Management to follow.
Fall 2025: Intuit introduced Intuit Intelligence as the layer that gives access to those agents, and added a Sales Tax agent.
Today: QuickBooks pages use Intuit AI as the umbrella term, with agents named Accounting AI, Payments AI, Payroll AI, Customer AI, Sales Tax AI, Finance AI, Project Management AI and Business Tax AI. Intuit Assist no longer appears on current QuickBooks pricing or AI pages.

What Intuit does with your data

Intuit's Global Privacy Statement lists training its own AI and machine-learning models among the ways it uses personal information, and we found no AI-specific opt-out. A separate Intuit post says its contracts bar partners such as OpenAI and Anthropic from training their models on Intuit customer data. So the distinction is between Intuit's models, which can learn from customer data under the privacy statement, and third-party models, which Intuit says cannot.

On SOC 2, the only statement we found was a staff reply on Intuit's community forum pointing to a QuickBooks Online SOC 2 Type II report in Intuit's login-gated compliance portal. A forum reply isn't a policy document, so the listing marks SOC 2 unconfirmed. If your firm needs the report, request it through Intuit's compliance portal.

How much it does on its own

Intuit says its chat carries out an action only after the user confirms it, and that drafted messages, reminders and bills can be reviewed and edited. Some bookkeeping automation, such as auto-categorization, runs on its own, labels what it did, and sends exceptions to a person. For accountants reviewing a client file, that means checking the categorization rules and the exception queue, not only the chat history.

QuickBooks AI or a standalone tool?

QuickBooks AI has one large advantage: it is already inside the ledger, with no integration to set up. Standalone tools built on QuickBooks Online tend to go deeper on one job, such as bank-feed categorization across many client files, close management, or document capture, and several publish clearer statements about training on customer data. If you run QuickBooks Online, filter the directory by Works with QuickBooks Online to compare.

Intuit Intelligence (QuickBooks): facts, checked against the source

Category: Bookkeeping, Close & reconciliation, FP&ASource: quickbooks.intuit.com (opens in a new tab)
Built for: Small business, Mid-market, CPA firmsSource: quickbooks.intuit.com (opens in a new tab)
Ledger integrations: QuickBooks OnlineSource: quickbooks.intuit.com (opens in a new tab)
Pricing: From $38/month (QuickBooks Online Simple Start)$38/month (QuickBooks Online Simple Start, US list price; shown at $19/month for the first 3 months under a 50%-off promo; as listed 2026-10-14)Source: quickbooks.intuit.com (opens in a new tab)
Free plan: NoThe vendor's pricing shows no free plan.Source: quickbooks.intuit.com (opens in a new tab)
SOC 2: UnconfirmedWe could not find an official statement either way.
Trains on customer data: YesIntuit's Global Privacy Statement (last updated 2026-03-09) lists training its own AI and machine-learning models among the uses of personal information, with no AI-specific opt-out described; a separate Intuit post (2026-03-16) says its contracts bar partners such as OpenAI and Anthropic from training their models on Intuit customer data.Source: intuit.com (opens in a new tab)
Human review: Human reviewIntuit says its chat acts only after the user confirms an action and that users can review and edit AI-drafted messages, reminders and bills; some bookkeeping automation (auto-categorization, Books Upkeep) runs on its own, labels automated actions, and sends exceptions to a person.Source: investors.intuit.com (opens in a new tab)
Company: A Intuit product; Intuit is publicly traded (Nasdaq: INTU)Intuit Intelligence (QuickBooks) is built into Intuit's software.Source: investors.intuit.com (opens in a new tab)

Checked against the linked official source on the date shown.
Unconfirmed: we could not find an official statement.

Editor’s note

Intuit has used several names for its QuickBooks AI: Intuit Assist (2023), a set of AI agents (2025), and Intuit Intelligence. Current QuickBooks pages use Intuit Intelligence and Intuit AI.

Documented AI features

Categorizes transactions and assists with bank reconciliations (Accounting AI)
Drafts invoice reminders and tracks incoming payments; drafts can be reviewed and edited before sending (Payments AI)
Chat interface (Intuit Intelligence Chat, beta) that answers questions about business data and carries out tasks after the user confirms
Flags anomalies in the books and possible sales tax filing issues, with suggested fixes
Close support, KPI reporting and forecasting on the Advanced tier (Finance AI)

QuickBooks AI: questions

What is Intuit Assist?: Intuit Assist was the name Intuit gave its generative AI assistant in 2023, across TurboTax, Credit Karma, QuickBooks and Mailchimp. In QuickBooks it has since been replaced by Intuit Intelligence and a set of task agents now labeled Intuit AI.
Is QuickBooks AI free?: Intuit doesn't list a separate charge for its AI features; they come with paid QuickBooks Online plans, and higher tiers include more agents. The Free plan lists no AI features. Intuit's releases note that additional terms and fees may apply, and availability varies by product, tier and region.
Which QuickBooks plan has AI agents?: Per Intuit's US pricing page, Simple Start includes the Intuit Intelligence chat and expense categorization; Essentials adds Accounting, Payments and Business Tax AI; Plus adds Sales Tax AI, Customer AI and anomaly detection; Advanced adds Project Management and Finance AI.
Does QuickBooks AI train on my data?: Intuit's privacy statement lists training its own AI models among the uses of personal information, with no AI-specific opt-out described. Intuit says its contracts prohibit partners such as OpenAI and Anthropic from training their models on Intuit customer data.

Sources

Official pages read on October 14, 2026. Changes are recorded in the changelog.