Intuit Assist
Paid five days faster, on average
QuickBooks agents read a business's notes, documents, and emails. They draft invoices and bills for review. They spot past-due invoices. They draft a reminder for each one. The reminder shows the source lines it used. It also shows past payment history. That history sets the tone. The owner reviews the draft. Nothing sends before the owner approves it. One named user is Kim Cross of Zhi Bath & Body. She says most of her time went to manual admin. Intuit reports the result figures. They cover all users of the tool, not one business.
How it wentUsers get paid an average of five days faster when they send these reminders. Past-due invoices are 10% more likely to be paid in full. Both figures are Intuit's platform-wide numbers. The named owner's own results are not given.
Try it · based on the source's workflow
Draft my invoice follow-ups in [accounting tool]. Find every invoice past due by [days]. For each one, draft a reminder that uses the client's payment history and the source documents. Show me the lines you used. Show me each draft for approval before anything sends. Then list what I approved, what sent, and what is still open.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
Paid five days faster, on average — from The SmallOffice Brief, a daily brief of real AI cases for small businesses: https://smalloffice.space/case-paid-five-days-faster-on-average