Intuit has collaborated with OpenAI to combine their platforms and enhance Financial Intelligence within Intuit-powered applications integrated into ChatGPT.

Users can now tap into secure and precise financial solutions via these apps, accessible through ChatGPT. By leveraging the insights of their data and behaviors, powered by Intuit’s features, users receive actionable advice and detailed analysis through new platform applications.

Expanding Reach with AI

Intuit views this partnership as a significant step toward its mission to promote financial well-being for individuals and businesses. The collaboration leverages OpenAI’s extensive capabilities alongside Intuit’s proprietary financial data, credit models, and advanced AI platform features to deliver superior financial services.

The apps provide customized insights to help business owners increase revenue and profitability by analyzing real-time business information. These tools allow users to craft and send targeted marketing campaigns, receive automated reminders for overdue invoices, and access tailored loan options to optimize cash flow management.

For customers who grant permission, the platform uses these applications to deliver personalized financial actions aimed at guiding better-informed decision-making. Customers can discover suitable credit cards, personal loans, or mortgages based on their specific needs. They also receive tailored responses to tax inquiries derived from their financial data, estimate refunds, schedule appointments with live AI-driven local tax experts, and take steps to improve financial management.

Through this initiative, Intuit aims to broaden its customer base by engaging a wider audience through ChatGPT. The partnership is founded on an investment in data and AI alongside Intuit’s expertise in fintech to expand the scope of personalized experiences offered. Over a multi-year period, Intuit will deepen its integration of OpenAI’s leading models into its proprietary generative AI operating system, accelerating its strategy for developing advanced AI platforms that can understand complex queries, provide immediate insights, and assist with task completion through natural dialogue.