This week we sat down with the team at Wilson Partners to learn more about their usage of Brixx – looking specifically at two unique case studies from their clients.
Wilson Partners is a forward-thinking accounting and advisory firm dedicated to empowering businesses, investors, and private clients with expert financial solutions. Founded in 2008 by brothers Allan and Chris in Maidenhead, Berkshire, the firm has grown with a strong focus on team culture and client success.
With offices across the UK and South Africa, Wilson Partners delivers integrated accounting, tax, and corporate finance services that help clients make better decisions and achieve their goals. Their passionate team is committed to building meaningful relationships, making a positive impact, and driving success for their clients and communities.
The Brixx team sat down with Wilson Partners to discuss the challenges businesses face with financial forecasting and how Brixx has helped them and their clients take a more structured, proactive approach to planning for the future.
“We always encourage our clients to map out their financial future, but many find it challenging,” explains a Wilson Partners representative. “For a long time, we struggled to find a solution that made the process easier – not just for us, but for our clients too. We needed something that allowed for regular, collaborative forecasting without adding complexity.”
“We’d already heard great things about Brixx from a number of clients, so we thought – let’s put it to the test!
“Since introducing Brixx, our clients have gained access to a comprehensive forecasting tool that completely transforms how they plan for the future. It provides real structure, supports smarter decision-making, and ultimately helps businesses become more proactive and profitable.”
“The improved clarity and insights regularly highlight the businesses’ path toward sustained growth. We see it reflected in meetings all the time – clients are more engaged in their financial strategy and better prepared for the road ahead.”
“Brixx – that’s what future-focused finance looks like!”
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A fast-growing SaaS company struggled with financial planning, relying on static spreadsheets that limited their ability to create accurate forecasts. Without a clear 12-month roadmap, they found it difficult to anticipate financial trends or make data-driven decisions without significant time investment.
By implementing Brixx, the management team gained real-time visibility into their financial performance, seamlessly integrating with their accounting software to model different scenarios. This allowed them to:
With Brixx, the business moved toward a structured, data-driven approach to financial planning. The leadership team now focuses on revenue growth, strategic decision-making, and long-term success with confidence in their financial projections.
This client had no structured budgets or financial roadmap. They faced unpredictable revenues, wanted to expand their team, and had ambitions to support their sister charity – but lacked the financial clarity to make informed decisions.
With Brixx, they were able to:
Now, the client reviews their forecast every quarter, tracking actuals vs. projections and adjusting their outlook for the next 12 months. With Brixx, they feel in control, make more confident decisions, and are growing their business while giving back to their community.
