Intuit Inc. (NASDAQ:INTU) shares are trading higher Tuesday after the company announced a partnership with Anthropic to bring custom AI agents to mid-market businesses on the Intuit platform.
Intuit Expands AI Capabilities With Anthropic Deal
The partnership will integrate Anthropic's Claude Agent SDK directly into Intuit's platform, enabling mid-market businesses to build and deploy secure, customizable AI agents tailored to industry-specific needs and compliant workflows. The companies said businesses will be able to create specialized agents that combine third-party data with Intuit data to automate decision-making and streamline operations.
For example, a regional restaurant group will be able to deploy a custom agent that integrates sales, inventory and expense data to highlight margin variances and identify underperforming locations. A construction subcontractor will be able to build an agent that connects project timelines, lien waivers and subcontractor payments to cash flow forecasts, automatically flagging billing gaps and compliance deadlines.
As part of the agreement, Intuit's financial intelligence will also be embedded within Anthropic's ecosystem through integrations with TurboTax, Credit Karma, QuickBooks and Mailchimp. Users of Claude, Cowork and Claude for Enterprise will be able to access Intuit's tax, accounting and financial tools directly within Anthropic's products.
The companies said the new experiences will begin rolling out in spring 2026.
Intuit also announced it will deploy Claude Code across its engineering organization to accelerate product development.
Earnings Around The Corner
Intuit is scheduled to report second-quarter earnings Thursday after the market closes. The company is expected to post earnings per share of $3.67 on revenue of $4.53 billion.
Intuit has topped both revenue and earnings estimates in each of the last four quarters. In its most recent quarter, reported Nov. 20, the company posted earnings per share of $3.34, beating the consensus estimate of $3.09. Revenue came in at $3.88 billion, ahead of expectations of $3.76 billion.
“Intuit is creating a system of intelligence, leveraging data, data services, AI, and human intelligence to fuel the success of consumers, small and mid-market businesses, and accountants,” said Sasan Goodarzi, CEO of Intuit, in the company’s first-quarter earnings report.
Investors should keep an eye on user growth within Intuit’s ecosystem, particularly the number of small businesses adopting its integrated solutions, which has been a focal point of its recent partnerships. Additionally, watch for trends in subscription revenue, as growth in this area will be crucial for validating Intuit’s long-term strategy and justifying its current valuation.
Intuit Shares Climb Higher
INTU Price Action: At the time of writing, Intuit shares are trading 1.24% higher at $364.64, according to data from Benzinga Pro.
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