Data Science at Intuit

We’re unleashing the power of data to transform the world of consumer, self-employed and small business finances.

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Data-driven innovation with impact

Unrivaled data sets

Develop innovative solutions to challenging financial problems for consumers worldwide, using one of the world’s most unique financial data sets at huge scale.

Massive impact

Explore new possibilities in AI and ML to deploy innovation at a massive scale, helping over 50 million customers confidently make more money in less time.

Breakthrough solutions

Apply the most advanced tools in emerging technologies to fintech, from natural language processing to deep learning to predictive intelligence.

Powering Prosperity with Data Science

See how Intuit leverages tools like AI, ML, and NLP to help millions of Americans achieve financial freedom.

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Intuit Data Science Resources

When it comes to data and technology, we’ve got a lot on our minds. Here’s some of our latest thinking.

Man hands holding mobile phone with AI chatbot illustration hovering above

Building Chatbots that Know What People Mean

by Diane Chang

A chatbot should be more than a glorified interactive voice response system. When a customer asks an application for information or help, it shouldn’t matter how she phrases her request or whether she uses specific keywords—asking “Is my income keeping up with my...Read More

Make A Good First Impression handwritten in a notepad.

Don’t Count on Getting a Second Chance to Make a First Impression

by Wolf Paulus

Science tells us we have just seven seconds of meeting someone to make a positive first impression. In real life, it’s all about body language, eye contact, tone of voice, volume, active listening, personality, positivity, memorability, and good manners! It’s not much...Read More

Mother's Restaurant sign in New Orleans, Louisiana, post Katrina.

Tech Talk: Using AI to Power the Backbone of Communities

by Ashok N. Srivastava, Ph.D.

From my favorite neighborhood restaurant in New Orleans to a landmark bookstore in London, to a print shop in Bangalore, small businesses are the backbone of communities around the world. Combining local investment and opportunity with a familiar face, they...Read More

Young woman thinking about her financial future

Can a Blend of AI and Psychology Help Millennials Build Financial Resilience?

by Bharath Kadaba

Most people don’t react well to being told what to do—especially when it comes to their finances. Imagine this is you. As you can see in this (admittedly dramatic) mock example, we have a consumer that’s none too pleased to be bossed around by a judgy AI financial assistant...Read More

Selective focus on the word Respect shot with very shallow depth of field.

Conversational UI: It’s Not Just What You Say, But How You Say It

by Wolf Paulus

I have a confession to make. My texts, DMs, and emails don’t always come across the way they’re intended. Something as small as a poor choice of words or an ambiguous line reading can leave the recipient thinking I’m being sarcastic or insensitive, or that my tone...Read More

Close up of a young asian woman staring at a computer screen which is reflected in her glasses. The reflection depicts graphs, people and data.

Why Diversity in Data Science Matters

by Intuit Blog Team

Customer obsession runs deep at Intuit. To deliver the kind of relevant, seamless, and high-value experiences our customers expect, we need to be able to understand their needs and perspectives. In fact, empathy is the foundation of the design thinking principles...Read More

FAQ Retrieval Using Attentive Matching

Paper: FAQ Retrieval Using Attentive Matching

by Sparsh Gupta and Vitor Carvalho

The task of ranking question-answer pairs in response to an input query, aka FAQ (Frequently Asked Question) Retrieval, has traditionally been focused mostly on extracting relevance signals between query and questions based on extensive manual feature engineering...Read More

FAQ Retrieval Using Attentive Matching

Paper: AgentBuddy: an IR System based on Bandit Algorithms to Reduce Cognitive Load for Customer Care Agents

by Hrishikesh Ganu, Mithun Ghosh, Freddy Jose, and Shashi Roshan

We describe a human-in-the loop system - AgentBuddy, that is helping Intuit improve the quality of search it offers to its internal Customer Care Agents (CCAs). AgentBuddy aims to reduce the cognitive effort on part of the CCAs while at the same time boosting the quality of our...Read More

Tech Talk: AI for a Better World

Tech Talk: AI for a Better World

by Ashok N. Srivastava, Ph.D.

Artificial intelligence is widely seen as one of the most powerful technologies of our current era, with transformative potential that’s only beginning to be realized. Given the excitement surrounding AI—which often outpaces a more nuanced understanding of its capabilities...Read More

Tech Talk: The Future of AI-driven Smart Money Decisions

Tech Talk: The Future of AI-driven Smart Money Decisions

by Intuit Blog Team

Imagine a futuristic world in which the power of artificial intelligence is ubiquitous and humanized. Wondering about the size of your tax refund? No need to log onto a physical device—just ask your question aloud and an unseen virtual assistant immediately tells you the answer...Read More

How AI Helps Consumers and Small Businesses Make Ends Meet

How AI Helps Consumers and Small Businesses Make Ends Meet

by Intuit Blog Team

For Intuit, data science is a bread-and-butter technology. By implementing artificial intelligence and machine learning within our applications, we’re giving customers new ways to get control over their financial lives, from getting the full tax refunds to which they’re entitled...Read More

Tech Talk: Can AI Technology Future-Proof Finances for Today’s Small Businesses?

Tech Talk: Can AI Technology Future-Proof Finances for Today’s Small Businesses?

by Bharath Kadaba

The future can be hazardous to your financial health. Your numbers might look good today, but what if tomorrow brought a cluster of payments due that suddenly dropped your cash flow into the red? What if an unexpected event or change in circumstances...Read More

Intuit Innovation Lab: Predicting Business Trajectory Using Machine Learning

Intuit Innovation Lab: Predicting Business Trajectory Using Machine Learning

by Intuit Blog Team

Our first experiment from Intuit data scientist Colin Dillard – Predicting Business Trajectory Using Machine Learning – explores how to apply machine learning techniques like time series modeling, deep learning, and transfer learning to help small businesses better understand and...Read More

Tech Talk: Accelerating Data Science Through a Unified Machine Learning Platform

Tech Talk: Accelerating Data Science Through a Unified Machine Learning Platform

by Nick Stang

Many top technology companies encounter hurdles when building and deploying machine learning (ML) models. At the Spark + AI Summit, companies presented initial machine learning efforts that faced barriers between data science development and deployment....Read More

Tech Talk: Discovering the Future of FinTech at Intuit’s Innovation Lab

Tech Talk: Discovering the Future of FinTech at Intuit’s Innovation Lab

by Intuit Blog Team

The speed of innovation is accelerating at a pace faster than ever before. At Intuit, we believe in using emerging technologies to power prosperity around the world, and we use these innovations to solve complex problems at the heart of economic opportunities for small business owners...Read More

Tech Talk: Intuit’s AI-Powered Tax Knowledge Engine Boosts Filers’ Confidence

Tech Talk: Intuit’s AI-Powered Tax Knowledge Engine Boosts Filers’ Confidence

by Gang Wang

The advancement of AI is crucial in pushing the boundaries of what’s possible in an increasingly complicated technological landscape. At the same time, explanation and human context is what gives sophisticated computations, based on finite data, real meaning...Read More

Do the Advantages of Deep Learning Justify the Cost?

Do the Advantages of Deep Learning Justify the Cost?

by Henry Venturelli

This year’s STRATA Data Conference in San Jose was a great opportunity to discover new ideas, interact with fellow data science practitioners, and catch up on rising trends within the machine learning/AI world. A lot of focus (and many talks) centered around deep learning...Read More

Tech Talk: Why Does it Matter? SmartSort with Grace Wu

Tech Talk: Why Does it Matter? SmartSort with Grace Wu

by Grace Wu, Data Scientist

Through Intuit’s innovative technology, we are able to provide the best possible products for our customers. Behind that technology are the incredible employees who strive every day to bring superior experiences to customers in order to help them prosper. In our series, “Why Does it Matter,” Intuit employees discuss the technology behind innovations...Read More

Lessons in Innovation and Artificial Intelligence: How to Define Your Strategy

Lessons in Innovation and Artificial Intelligence: How to Define Your Strategy

by Ashok N. Srivastava, Ph.D.

Enterprises that compete in quickly changing markets or industries must continue to innovate while maintaining core business operations. This balance of current and future is not easy but has been recognized as a critical component for competitiveness. And yet...Read More

The Real Pete + Pari – Heather Simpson

The Real Pete + Pari – Heather Simpson

by Intuit Blog Team

When we created the characters of Pete + Pari for “A Giant Story,” we grabbed inspiration from those closest to us – Intuit employees and our customers. Here is a real life story behind the inspiration for Pari. Meet Heather. She’s a data scientist at Intuit who’s been with the company for a little more than a year. This is her prosperity story...Read More

Data Science: A Growing Community at Intuit

Data Science: A Growing Community at Intuit

by Steve Brown, Senior Data Scientist

Intuit is a 35-year-old software company focused on personal and small business finance. A few months ago, Intuit hired its first Chief Data Officer to lead its 60+ data scientists. This speaks to how critical machine learning has become for products like QuickBooks, TurboTax, and Mint. Keeping track of your cashflow, taxes, and payroll can get...Read More

Using Artificial Intelligence to Lessen Work and Drudgery

Using Artificial Intelligence to Lessen Work and Drudgery: How We Apply Data Science to Tax Preparation

by Ashok N. Srivastava, Ph.D., Senior Vice President and Chief Data Officer

As more than 253 million people in the United States start thinking about filing their Federal income taxes this year, many of us anticipate the prospect of this activity with significant anxiety. Taxes are a complex endeavor, and worries about appropriate compliance can generate significant stress for tax filers. Because of these challenges, it seems...Read More

Making a difference with data

Heather Simpson

Senior Data Scientist - Small Business and Self-Employed Group

“It’s a great opportunity to actually feel like you are making a difference in people’s lives.”

Heather is exploring new ways to use ML to help our customers thrive. By using data to build a more complete picture of their financial lives, she uncovers valuable insights that pave the way for innovative new product features. For Heather, there’s nothing more satisfying helping customers feel more financially confident.

 

Joy Rimchala

Staff Data Scientist - Machine Learning Futures Group

“We can bring real value to millions of people — that’s unique to Intuit.”

Joy helps millions of Intuit customers uncover new opportunities that can improve their financial lives. Using AI and ML, Joy and the Intuit data science team open up new possibilities for our customers — from making more informed decisions on whether to buy a house to making the difference in securing a small business loan.

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