Story
Intuit
AmazonHow Amazon Runs Planning and Forecasting on QuickBooks
Amazon, a consumer discretionary organization in the United States, uses QuickBooks from Intuit to support planning and forecasting for FP&A.
A QuickBooks rollout at Amazon took planning and forecasting out of inboxes and into a named queue.
“Consumer Discretionary work at Amazon spans more than one site, even when headquarters sits in the United States.”
“FP&A asked for a shared way to run planning and forecasting without freezing local judgment.”
Independent write-up. Figures come from public sources or are illustrative.
Value results
| Category | Value result |
|---|---|
| Capability | FP&A work from the same QuickBooks 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
Consumer Discretionary work at Amazon spans more than one site, even when headquarters sits in the United States. Financial planning was splitting across regional habits. FP&A asked for a shared way to run planning and forecasting without freezing local judgment.
Intuit (QuickBooks) is what they standardized on. Intuit builds financial software for consumers and small and midsize businesses, including QuickBooks, TurboTax, Mailchimp, and Credit Karma. Amazon uses it as the system of record for financial planning, with FP&A as the primary operators and other groups coming in through the same queue.
Leaders get a picture they can actually walk. Teams get fewer mystery statuses. The story is about operating change, not an unpublished percentage.
