Intuit and Anthropic Partner to Bring Trusted Financial Intelligence and Custom AI Agents to Consumers and Businesses
Mid-market businesses will be able to build secure, customizable AI agents on
Intuit will bring trusted and accurate tax, finance, accounting, and marketing expertise directly to Claude and Cowork users
Intuit will deploy
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Intuit and
Introducing customized, industry-specific AI agents to fuel mid-market business success
By integrating Anthropic’s Claude Agent SDK directly into the Intuit platform, the companies are unlocking a first-of-its-kind capability for the mid-market. Businesses in any sector will be able to build and deploy secure AI agents engineered for compliant workflows and their unique operational DNA. Going far beyond simple automation tools, these are specialized agents customized with industry-specific skills.
For example, a regional restaurant group with 15 locations will be able to simply prompt Intuit Intelligence to orchestrate and deploy Claude within Intuit Enterprise Suite. The custom agent will be able to combine third party data from their sales and inventory apps with their Intuit data such as expenses like food costs, payroll and workforce hours across every location to automatically highlight margin variances and identify underperforming locations, providing a customized way to get work done and make decisions to run and grow their businesses in less time. Or, a regional construction subcontractor managing
Intuit's financial intelligence, embedded in the
Intuit’s world-class financial intelligence will be surfaced directly inside
For example, a solopreneur will be able to connect a spreadsheet of their transactions to Claude and, using Intuit's integrated invoicing and payments tools, instantly generate a professional, pay-enabled invoice to get paid faster and have a clear path to more Intuit services as their business grows. A consumer will be able to connect their data to Claude, use Intuit's tax tools to estimate their refund, seamlessly schedule time with a trusted, AI-powered local TurboTax expert to file with confidence, get their guaranteed maximum refund and get help paying down high interest debt.
“This is a groundbreaking partnership. With
“Millions of consumers and businesses trust Intuit with their most important financial decisions. The combination of Intuit's platform with Claude will enable Intuit customers to build and use AI agents that understand their specific industry, workflows, and compliance requirements.
These experiences will begin rolling out to Intuit customers and
Intuit is also deploying
Built on Intuit's security, compliance, and data infrastructure
All agents and experiences built through this partnership operate securely with Intuit's platform, drawing on customers' own data and Intuit's years of investment in AI innovation, security, and compliance. Intuit's products are built with a strong commitment to data privacy and responsible AI governance. With customers' permission, Intuit applies user data to power high-quality experiences within
About Intuit
Intuit is the global financial technology platform that powers prosperity for the people and communities we serve. With approximately 100 million customers worldwide using products such as TurboTax, Credit Karma, QuickBooks, Mailchimp and Intuit Enterprise Suite, 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.
About
Disclaimers
This information is intended to outline our general product direction, but represents no obligation and should not be relied on in making a purchasing decision. Additional terms, conditions and fees may apply with certain features and functionality. Eligibility criteria may apply. Product offers, features, functionality are subject to change without notice.
Intuit Intelligence is beginning to roll out in beta for Intuit Enterprise Suite.
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Intuit
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