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Intuit reveals AI-driven financial tools for consumers, businesses

Published 09/26/2024, 09:13 AM
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MOUNTAIN VIEW, Calif. - Intuit Inc. (NASDAQ:INTU), known for its financial technology platforms including TurboTax and QuickBooks, has announced a suite of new AI-powered tools aimed at simplifying financial decisions and processes for consumers and businesses. The company's chief executive officer, Sasan Goodarzi, emphasized the seamless, connected experiences these innovations are designed to provide.

For individual consumers, Intuit is enhancing the integration between TurboTax and Credit Karma to create a unified financial platform. This platform will offer year-round insights and recommendations, as well as tax preparation assistance. Credit Karma members will gain access to a Financial Summary that aggregates tax, spending, credit, and debt information. The service will also include features like proactive tax refund estimates and spending analysis.

In addition, Credit Karma will allow users to upload tax documents via their mobile app, which will then be used to pre-fill information in TurboTax, streamlining the tax filing process. Furthermore, members can opt for early access to their tax refund by using TurboTax and depositing the refund into their Credit Karma Money account.

On the business side, Intuit is focusing on integrating QuickBooks and Mailchimp to provide a more cohesive experience with AI-driven automations. Business owners will receive insights on cash flow, invoice tracking, and marketing opportunities directly within QuickBooks. The platform will also notify users of potential cash flow issues and offer AI-generated invoice reminders.

The announcement also highlighted the Intuit Enterprise Suite, launched over a week ago, which caters to larger, multi-entity businesses with an all-in-one solution encompassing various financial management services.

In the realm of tax preparation, Intuit is set to disrupt the traditional model with TurboTax Live, promising virtual tax completion by experts in as little as 30 minutes. This service will leverage the data integration across Intuit's platforms to facilitate a done-for-you experience.

These advancements were unveiled in anticipation of Intuit Investor Day 2024, where the company will provide a live webcast to showcase these and other innovations.

Intuit's press release also contained forward-looking statements regarding the impact of these technologies on their business and the market. It is noted that these statements are not guarantees of future performance and are subject to risks and uncertainties.

This report is based on a press release statement from Intuit Inc. and does not include independent verification of claims or endorsements.


In other recent news, Intuit Inc. reported a 13% revenue growth for the fourth quarter and fiscal year 2024, with a similar pace of 12% to 13% growth expected for fiscal year 2025. However, changes to the desktop ecosystem are projected to result in a $160 million revenue decrease in Q1 fiscal year 2025. Despite this, Intuit's cash and investment reserves remain robust, with $4.1 billion reported at the end of Q4. In addition to these financial updates, Intuit has unveiled significant updates to its Generative AI Operating System (GenOS) and launched its new Intuit Enterprise Suite (IES), targeting a broader mid-market range.

On the analyst front, Citi has identified Intuit as its favored large-cap company within the back office software sector. Meanwhile, Mizuho Securities, KeyBanc, Piper Sandler, and BMO Capital Markets have all maintained positive ratings on Intuit's shares, with price targets ranging from $725 to $768. These firms anticipate that the upcoming Investor Day will be pivotal for Intuit in terms of building investor confidence.

In the broader industry context, Citi has expressed a heightened preference for companies demonstrating solid execution and leveraging AI effectively. Pegasystems (NASDAQ:PEGA), Intapp, and Workiva (NYSE:WK) have emerged as Citi's new top picks in the sector, while companies such as Appian (NASDAQ:APPN), Open Text (NASDAQ:OTEX), and Paycom (NYSE:PAYC) Software have seen a decrease in preference due to perceived execution risks. These are some of the recent developments in the sector.


InvestingPro Insights


As Intuit Inc. (NASDAQ:INTU) continues to innovate with AI-powered financial tools, the company's market standing and financial health remain key interests for investors. Intuit's commitment to dividend growth is notable, with the company having raised its dividend for 14 consecutive years, signaling a reliable return to shareholders. This consistency is a testament to the company's stable financial performance and commitment to shareholder value.

Intuit's financial metrics also paint a picture of a robust organization. The company boasts a significant market capitalization of $178.08 billion, reflecting investor confidence and a strong market presence. A high gross profit margin of approximately 79.62% over the last twelve months as of Q4 2024 underscores the company's efficiency in managing its cost of goods sold and its ability to retain a substantial portion of revenue as gross profit.

While Intuit is trading at a high earnings multiple with a P/E ratio of 60.14, this can be indicative of the market's high expectations for future earnings growth, especially given the company's continuous innovation and expansion of services. Moreover, the company's low price volatility suggests that its stock price is relatively stable, which could be appealing for investors looking for less risky investments in the tech sector.

For those interested in further insights and metrics, InvestingPro offers additional tips on Intuit, including the company's valuation multiples and analysts' earnings revisions. There are 18 more InvestingPro Tips available for Intuit, which can be found at https://www.investing.com/pro/INTU, providing a deeper dive into the company's financial health and market performance.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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