Story
Intuit
DotzIntuit at Dotz: Financial Planning
Dotz, an information technology organization in the United States, uses Intuit Assist from Intuit to support planning and forecasting for FP&A.
Value results
| Category | Value result |
|---|---|
| Productivity | Fewer stalled items because financial planning has a clear owner |
| Productivity | Handoffs in planning and forecasting sit in a shared queue instead of a mailbox trail |
| Capability | New joiners can see how planning and forecasting actually runs |
Story
Dotz did not need another dashboard that nobody opened. It needed planning and forecasting to move. In the United States, FP&A already knew where financial planning went wrong: too many copies, too little ownership, and a close process that waited on the loudest inbox.
Intuit Assist from Intuit is now in that path. Intuit builds financial software for consumers and small and midsize businesses, including QuickBooks, TurboTax, Mailchimp, and Credit Karma. The company treats it as production tooling for planning and forecasting, which is why FP&A live in it rather than exporting from it once a quarter.
Dotz can show how financial planning is handled today. That is the value: a repeatable way to run planning and forecasting on software the rest of the industry already recognizes.
