Financial Modelling Tool for Accountants

Providing accurate and up to date financial forecasts for your clients can be the key to their success. Brixx gives you the tools to deliver the information they need exactly when they need it.

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10000+ users

Who can use this Brixx template?

Accounting firms
Bookkeepers & admin staff
Account managers

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What are the benefits to accountancy firms?

Accountancy Template
The template accurately mirrors a current business model, encompassing all aspects of sales and services
Charts & Graphs
Simple and user-friendly, featuring clear and easy-to-read results and graphs
Impact Analysis
See the how additional income streams effect objects like loans
Scenario Planning
Instant feedback exploring different financial scenarios, e.g. special sales campaigns

Financial projection software for accountants

Your clients are experts in their businesses, but when it comes to making the right financial decisions to take their business forward they look to you to provide the expert opinion they need. With Brixx, you have access to a powerful set of financial modelling tools designed to generate clear, accurate forecasts efficiently and effectively.

With over 20 years of expertise in business planning and modeling, Brixx delivers reliable results that you can trust. This allows you to offer clear, confident advice supported by solid data. Additionally, your clients will feel assured that they are charting the right course for their business’s future.

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How to use the accounting template

The components of your accountancy firm
Every component that your accountancy firm might need has been included in the Brixx template. This includes from sales, costs, and the assets of the business. Every part of your business can be modelled in Brixx and you are able to add or modify the structure with ease, reflecting the true reality of your business.
Components
Adding data to your forecast
For each component, you will input a forecast covering the next three years. Sales forecasts will detail unit prices and quantities, while the costs of sales and OTR costs will be automatically calculated based on your projections.
Adding
Explore comprehensive reports in Brixx
Brixx models automate double-entry accounting, allowing you to focus on understanding your business. Brixx generates comprehensive 3-way reports (cash flow, profit & loss, and balance sheet) and a financial dashboard based on your model. You can drill down into each report to explore the source of your financial data.
Explore
Comparing your firm's actuals against your forecast
Track how your business is doing each month by comparing your forecast with actuals for each type of sale and cost. You’ll quickly see where you’re performing well, and which areas of the business need attention. Use this information to inform your forecasts, increasing the accuracy of your planning.
Comparing

Thinking big!

Comprehending the impact of sales on overall profit
Demonstrating potential earnings to secure additional funding, such as bank loans
Preparing in advance for lean periods, like the winter season
Planning resources for overhead costs, including new hires
Budgeting for new businesses or locations

Explore different industry frameworks you can build in Brixx for your business

Social Housing Provider
Managing social housing requires careful planning to balance affordability, compliance, and sustainability.
Lawyer
As a lawyer or owner of a law firm, understanding how your cash flow fluctuates throughout the year and knowing.
Investment Consultant
As an investment consultant, having a clear, forward-looking view of your client's financial trajectory is crucial.
Insurance Firm
Running an insurance business means managing complex financial inflows, claim liabilities, and premium cycles – all while staying ahead of.