Story
Intuit
GeminiGemini Uses TurboTax for Financial Planning
Gemini, a financials organization in the United States, uses TurboTax from Intuit to support planning and forecasting for FP&A.
Value results
| Category | Value result |
|---|---|
| Capability | FP&A work from the same TurboTax record for financial planning |
| Capability | Financial planning can be reviewed without waiting on a personal export |
| Capability | Named workflow replaces ad hoc routing for financial planning |
Story
Inside Gemini, planning and forecasting used to depend on whoever still had the latest file. That pattern is common in financials groups working out of the United States. FP&A needed a system that would still make sense after the original project team moved on.
Gemini uses TurboTax from Intuit as the working layer for financial planning. Intuit builds financial software for consumers and small and midsize businesses, including QuickBooks, TurboTax, Mailchimp, and Credit Karma. The practical change is simple: planning and forecasting has a home, and reviews happen there instead of in a forwarded thread.
Nothing in this writeup invents a savings number. What Gemini gets from Intuit is a durable place to run planning and forecasting and a way for FP&A to see the same financial planning at the same time.
