Intuit Intelligence

Overview

As a Product Design Manager at Intuit, I led the design team responsible for QuickBooks’ AI experiences within the Global Business Solutions Group’s AI Acceleration team. When leadership decided QuickBooks needed a single, coherent vision for conversational AI, I led and personally designed a one-week sprint to define it. What began as a provocative vision exercise, on a fast and very public deadline, became the foundation for Intuit Intelligence, now shipped to all QuickBooks customers.

Intuit Intelligence conversational AI experience shown in context inside QuickBooks

What customers say about it

“My Intuit Expert, AI agents and bookkeeping team help me better organize, track, and understand my income and expenses.”

Owner, Peaceful Life Navigators

“Forecasting has been really helpful. It’ll show me trends — sales last quarter or last year. Just being able to see the graphs and the charts has been really helpful.”

QuickBooks customer

“We have saved around 4 hours a week using AI functionality and QuickBooks workflow automation. One of the main causes is the automatic reminders for overdue invoices that we have sent to our customers.”

Logan Wright, GM, Select Door Construction

Quoted from Intuit’s Intuit Intelligence and What’s New pages.

Intuit Quickbooks

Problem

QuickBooks customers had no clear place to go for open-ended help, explanations, or strategic business advice. They only saw narrow, task-specific tools.
AI support inside QuickBooks felt fragmented and unclear, with multiple agents customers didn't know how to use, sometimes forcing them to leave the product entirely to get help.
Customers felt frustrated, less confident in their decisions, and like they were wasting time switching between tools.
We needed a clear, discoverable, and trustworthy entry point to general-purpose AI inside the core QuickBooks experience.
The solution had to work across many surfaces without disrupting the workflows customers already relied on.
And it had to go from a blank page to something presentable to the entire company in under a week.

The Bar

Experience Principles

Before touching pixels, I established a set of experience principles to drive the concepts and hold the quality bar for the many teams that would build on top of this work:

Never start with a blank canvas.
Always provide contextual prompts, suggestions, and starting points so customers never face an empty chat wondering what to ask.
Use local context whenever possible.
The AI should know what page a customer is on and what they're likely trying to accomplish.
Let customers change data sources.
Give people control and transparency over what information the AI is drawing from.
Make it easy to reach done-for-you flows and agentic skills.
The chat should connect directly to actions, not just answers. Customers should move from question to completed task.
No dead ends.
Every response should lead somewhere: a deeper explanation, a related action, or a connection to a live expert.

Confidential

Speak Friend and Enter

This work is under NDA. If you're hiring, the password is in my outreach — or ask and I'll send it.

This is a high-level overview. In interviews and presentations I go deeper on strategy, process, and my direct contribution — get in touch if you'd like to see it.

Intuit Intelligence

Overview

Problem

Experience Principles

Never start with a blank canvas.

Use local context whenever possible.

Let customers change data sources.

Make it easy to reach done-for-you flows and agentic skills.

No dead ends.

Confidential

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