Introducing Intuit Assist: The Generative AI-Powered Financial Assistant for Small Businesses and Consumers
06 Setembro 2023 - 9:00AM
Business Wire
Intuit Assist delivers personalized
recommendations and does the hard work for you
Intuit Inc. (Nasdaq: INTU), the global financial technology
platform that makes Intuit TurboTax, Credit Karma, QuickBooks, and
Mailchimp, today introduced Intuit Assist, a new generative AI
(GenAI)-powered assistant that will provide personalized,
intelligent recommendations to help consumer and small business
customers make smart financial decisions with less work and
complete confidence, enabling them to put more money in their
pockets.
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Embedded across Intuit’s platform and products with a common
user interface, Intuit Assist will put the power of next-generation
AI in the hands of customers. Intuit Assist uses powerful and
relevant contextual data sets spanning small business, consumer
finance, and tax to deliver personalized financial insights to our
100 million small business and consumer customers. This data,
combined with the power of Intuit’s AI-driven expert platform and
the accelerated investment the company has made in GenAI, will
deliver game-changing new experiences. Intuit Assist will
intuitively show, guide, help, and do the hard work for users, and
connect customers to experts on our Live Platform to provide human
assistance when needed.
“With the introduction of Intuit Assist, we’re taking a giant
step forward in powering prosperity for all. We’re creating a
future where we do the hard work for small businesses and consumers
to fuel their financial success, helping them achieve their
dreams,” said Sasan Goodarzi, chief executive officer of Intuit.
“Leveraging our vast amounts of rich data and years of investment
in AI and GenAI, we’re unlocking the power of our platform to
reimagine AI-assisted customer experiences.”
Intuit Assist spans the company’s products to harness their
power and deliver new benefits in all-new ways to improve
customers’ financial lives. Intuit Assist will leverage rich
customer data with AI and human experts to empower consumers and
small business owners to more confidently make smart financial
decisions. It will help level the playing field for entrepreneurs
and small businesses that don’t have access to the same resources
their larger enterprise competitors do, supporting those who need
it the most.
“AI is fundamentally changing how we work and live. As people
start to make financial decisions with the help of this technology,
responsible stewardship and accuracy are paramount,” said Patrick
Moorhead, founder, CEO, and chief analyst at Moor Insights &
Strategy. “We believe Intuit stands out for its ability to harness
robust data across the small business, tax, and consumer finance
segments to deliver accurate and personalized AI-driven experiences
at scale. This responsible stewardship, paired with Intuit’s
investments in AI and data over the last decade, boils down to a
generative AI leadership position in the consumer and small
business fintech space.”
Consumers will find it easier than ever to manage and improve
their financial lives. They’ll be able to get personalized
recommendations throughout the year, with actions they can take to
maximize their tax refund and accurately file taxes in record time
with TurboTax. And they’ll be given the tools to make smart money
decisions throughout their financial journey with Credit Karma. For
example:
- Intuit Assist for TurboTax - Underpinned by Intuit’s
decades of tax domain expertise, rich data, and proprietary,
AI-powered Tax Knowledge Engine, Intuit Assist will work alongside
tax filers of any income or complexity, helping them every step of
the way. It will get to know a consumer’s individual tax situation
and apply its knowledge, navigating the tax code, including the
latest changes. This will help reduce tax preparation time and help
consumers gain faster access to refunds, with complete confidence
that their taxes are done accurately. At the start of the tax
preparation process, Intuit Assist will create a personalized tax
checklist based on data the customer shares, enabling TurboTax and
human tax experts to leverage the power of AI to proactively
provide fast answers, personalized insights, and recommendations.
In TurboTax Live, Intuit Assist will work alongside the experts to
help them serve customers even more efficiently. Intuit Assist will
augment tax experts’ knowledge with fast, personalized answers
based on aggregated, data-driven insights, reducing the time spent
searching, finding, and synthesizing responses for customers.
Whether a customer is filing on their own in TurboTax or working
with a tax expert assisted by AI in TurboTax Live, Intuit Assist
will unlock new value in TurboTax. Intuit Assist is available to
customers now, with enhancements rolling out in the coming months
for the 2023 tax season. More information is available here.
- Intuit Assist for Credit Karma - Credit Karma members
will be able to use Intuit Assist to get highly personalized
answers to their money questions. When a member comes to Credit
Karma with a question about how to manage their finances, they
aren’t met with a generic response. Instead, Intuit Assist will be
able to connect the dots for members and provide personalized
assistance based on their own financial data. This is what Intuit
Assist does best: it will identify the right opportunities at the
right time and make relevant recommendations, so members can take
advantage of better financial products and optimize their spending.
By helping members contextualize and understand their finances
through two-way conversations, Intuit Assist will empower members
to confidently take action, or give it permission to take action on
their behalf. Take the example of a member who has connected their
accounts, lives paycheck to paycheck, and has an unexpected
expense, such as a car breakdown costing them hundreds of dollars.
Intuit Assist will notify the member that they’re running low on
cash for the month and help formulate a plan to avoid a cash
crunch. It will provide a personalized set of financing options,
enable the member to clearly assess their options and tradeoffs,
and empower them to apply for the product that’s right for them.
This can help the member find ways to cover their upcoming expenses
until their next paycheck. Intuit Assist is now available to select
US members and will become available more widely in the coming
months. More information is available here.
Small businesses will grow and thrive using QuickBooks and
Mailchimp to run their business end to end and engage their
customers with powerful marketing tools, all available with the
click of a button. Whether starting up or scaling up, small
businesses will have more time to do the work they love in service
to their customers. For example:
- Intuit Assist for QuickBooks - Intuit Assist will tip
the odds of success in favor of small businesses, providing
guidance on how to adapt, react, and make informed business
decisions. From surfacing cash flow hot spots to identifying
top-selling products and spending anomalies, small businesses will
have access to AI-powered assistance that unearths relevant
insights based on their business performance and their customers’
behavior. For example, Intuit Assist will be able to deliver deep
insights based on simple requests or questions such as “show me my
profit and loss for last month” or “how many of my invoices are
overdue?” It will dynamically predict follow-up questions and
answer in clear, natural language. For small and mid-size
businesses not yet using QuickBooks, Intuit Assist will
revolutionize how they get started, automatically importing data
from their website into QuickBooks to personalize the business’s
profile. It will take on day-to-day tasks, such as generating
invoice reminders, which can be customized to be more friendly in
tone or shorter in length. In QuickBooks Live, Intuit Assist will
work alongside human bookkeeping and tax experts to help them serve
more customers even more efficiently. Intuit Assist is now live to
select beta customers and will roll out to all U.S. QuickBooks
customers in the coming months. More information is available
here.
- Intuit Assist for Mailchimp - Small businesses,
entrepreneurs, and marketers at any size business can direct Intuit
Assist to do more of their marketing. As their new GenAI assistant,
it will help them personalize marketing at scale and make
data-backed decisions to measure, fine-tune, and optimize campaign
effectiveness. For example, Intuit Assist will help them create an
entire marketing campaign based on a brand's identity and marketing
intent, targeted toward a specific audience. With a few clicks it
will change the tone, the text, the image, or generate something
totally new based on the guidance it’s given and the information it
has from its rich, relevant data sets. Once customers are happy
with the campaign, they can schedule it to be sent, and it will be
added to the company’s marketing calendar. Intuit Assist for
Mailchimp will then surface a follow-up action plan to ensure high
campaign engagement. It will also generate automated draft email
content in their Mailchimp inbox using product and service data
from QuickBooks. For businesses with longer sales cycles or lead
qualification processes, Intuit Assist will automatically add a
customer to their Mailchimp sales pipeline for easy tracking of the
customer life cycle, from lead to sale. This helps them prioritize
leads and automate follow-ups so that they can take on higher-value
clients and more profitable work. Intuit Assist is now live to
select Mailchimp customers and will roll out more widely in the
coming months. More information is available here.
Intuit’s Proprietary Generative AI Operating System (GenOS)
Enables Rapid Innovation Intuit Assist was developed using the
company’s proprietary GenAI operating system (GenOS), and is
designed to run with our own financial large language models (LLMs)
that are fine-tuned to solve tax, accounting, cash flow, personal
finance, and marketing challenges. Intuit’s GenOS empowers Intuit
technologists to design, build, and deploy breakthrough GenAI
experiences, such as Intuit Assist, to fuel rapid innovation at
scale across Intuit’s products and services to solve its customers’
most important financial problems and drive durable growth.
A Strong Commitment to Responsible AI and Data
Stewardship
Intuit Assist has been built in keeping with the company’s
commitment to data privacy, security, and responsible AI
governance. For nearly a decade, Intuit has been innovating with
AI, and its robust data and AI capabilities are foundational to the
company’s success as an industry leader in the financial technology
sector. Intuit safeguards customer data and protects privacy using
industry-leading technology and practices, and adheres to
responsible AI principles that guide how the company operates and
scales its AI-driven expert platform with its customers' best
interests in mind.
Learn More and Join Us Today at Intuit Innovation Day
For more information:
- Join us for more details about Intuit Assist and the company's
GenAI innovations on Wednesday, September 6, at 9:30 a.m. PT at
Intuit Innovation Day.
- For more information about how Intuit is using AI across its
platform, see fact sheet.
About Intuit
Intuit is the global financial technology platform that powers
prosperity for the people and communities we serve. With 100
million customers worldwide using TurboTax, Credit Karma,
QuickBooks, and Mailchimp, we believe that everyone should have the
opportunity to prosper. We never stop working to find new,
innovative ways to make that possible. Please visit us at
Intuit.com and find us on social for the latest information about
Intuit and our products and services. © 2023 Intuit Inc. All rights
reserved. Intuit, QuickBooks, TurboTax, Mailchimp and Credit Karma
are registered trademarks of Intuit Inc. in the U.S. and other
countries. GenOS, GenUX, GenStudio, GenRunTime are trademarks of
Intuit Inc. in the U.S. and other countries.
This press release contains forward-looking statements,
including our expectations regarding the functionality and
availability of current or future features. Because these
forward-looking statements involve risks and uncertainties, there
are important factors that could cause our actual results to differ
materially from these expectations, as described in our SEC
filings. This represents no obligation to deliver future features
and should not be relied on in making a purchasing decision.
Additional terms, conditions and fees may apply.
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version on businesswire.com: https://www.businesswire.com/news/home/20230906246525/en/
Bruce Chan bruce_chan@intuit.com
Intuit (NASDAQ:INTU)
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