Story
Intuit
GenesysGenesys Modernizes Financial Planning with Intuit
Genesys, an information technology organization in the United States, uses Intuit Mailchimp from Intuit to support planning and forecasting for FP&A.
Teams at Genesys moved financial planning onto Intuit after local tools started to collide.
“From the United States, information technology teams still had to serve customers and internal partners who expected a straight answer.”
“Intuit builds financial software for consumers and small and midsize businesses, including QuickBooks, TurboTax, Mailchimp, and Credit Karma.”
Independent write-up. Figures come from public sources or are illustrative.
Value results
| Category | Value result |
|---|---|
| Capability | Named workflow replaces ad hoc routing for financial planning |
| Capability | Planning and forecasting stays visible to adjacent teams through Intuit Mailchimp |
| Capability | FP&A work from the same Intuit Mailchimp record for financial planning |
Story
Genesys grew financial planning faster than the local tools around it. From the United States, information technology teams still had to serve customers and internal partners who expected a straight answer. FP&A were the ones stitching the picture together by hand.
Rolling out Intuit Mailchimp put planning and forecasting on Intuit. Intuit builds financial software for consumers and small and midsize businesses, including QuickBooks, TurboTax, Mailchimp, and Credit Karma. Genesys keeps the product in the path where work already happens, so FP&A do not context-switch into a graveyard system used only for audits.
The visible result is steadier planning and forecasting. Financial planning is easier to inspect, and adjacent groups can join FP&A without a guided tour of someone's desktop.
