Story
Intuit
Palantir TechnologiesPalantir Technologies Uses TurboTax for Financial Planning
Palantir Technologies, an information technology 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 Palantir Technologies, planning and forecasting used to depend on whoever still had the latest file. That pattern is common in information technology groups working out of the United States. FP&A needed a system that would still make sense after the original project team moved on.
Palantir Technologies 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 Palantir Technologies 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.
