Story
Fiserv
SumUpSumUp Extends Payments Across Planning and Forecasting
SumUp, a financials organization in the United Kingdom, uses Payments from Fiserv to support planning and forecasting for FP&A.
Value results
| Category | Value result |
|---|---|
| Capability | Planning and forecasting stays visible to adjacent teams through Payments |
| Capability | FP&A work from the same Payments record for financial planning |
| Capability | Financial planning can be reviewed without waiting on a personal export |
Story
Inside SumUp, 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.
SumUp uses Payments from Fiserv as the working layer for financial planning. Fiserv provides financial services technology for banks, credit unions, and merchants, including processing, digital banking, and Clover. 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 SumUp gets from Fiserv 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.
