Story
Intuit
RefinitivRefinitiv Extends Credit Karma Across Planning and Forecasting
Refinitiv, a financials organization in the United Kingdom, uses Credit Karma 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 |
| Risk and compliance | Credit Karma is the governed place FP&A use for planning and forecasting |
Story
Inside Refinitiv, 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 Kingdom. FP&A needed a system that would still make sense after the original project team moved on.
Refinitiv uses Credit Karma 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 Refinitiv 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.
