Invoicing Automation
Our team’s goal was to design and build a working concept of a feature where a business owner can snap and send images using Intuit Intelligence to auto-generate invoices and estimates.
The Problem
How might we help customers create invoices on the go so that they don’t have to go home to complete their work?
- I am.. an SMB using QuickBooks Online to create and send invoices and estimates.
- I’m trying to.. send invoices and estimates quickly and easily to get paid.
- But.. sending invoices, especially many at a time, is very time consuming.
- Because.. I have to enter a lot of information while the details of each job keep changing, on the go.
- Which makes me feel.. exhausted.
The Solution
A concept that captures screenshots, photos, or text message conversations and creates a prefilled invoice from them. Tap Autofill, choose a source, and Intuit Assist drafts the customer, line items, and totals, ready to review before sending.
Views across invoice and estimate autofill after both launched GA in Nov 2024.
Completion rate across QuickBooks’ first AI-powered mobile features.
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