The Brixx chat support feature allows you to communicate live with support during work hours (currently GMT, 8.30am-5pm), providing immediate assistance and resolving issues quickly.
This support ensures that you can get help when you need it, minimizing downtime and keeping your workflow uninterrupted. With real-time support, you can address questions and problems efficiently with the help of an experienced team.
Contact Brixx support at any time through the email support feature, providing the flexibility to seek assistance whenever you need it.
Emailing Brixx ensures that you can get help with any issues or questions, regardless of your time zone or schedule. With reliable email support, you can expect timely and thorough responses, enhancing your overall experience and ensuring continuous, effective use of the software.
Build your forecast using Brixx components instead of spreadsheets, simplifying and streamlining the forecasting process.
Using drag-and-drop components eliminates the complexity and potential errors associated with manual spreadsheet calculations, making it easier to create, modify, and understand your financial plans. By using the Brixx components, you can focus on strategic planning and analysis, enhancing the accuracy and effectiveness of your forecasts.
Organisations allow you to add multiple users to your account under one licence. These teams of users consist of an Organisation owner and several Organisation members.
This structure helps you easily control access, coordinate efforts, and maintain clarity across multiple projects or departments. By grouping plans and users, you can foster more effective teamwork within your business.
Enable third parties to edit your plans and work together in real time. This feature allows for multiple users, whether team members or external consultants, to contribute to the planning process simultaneously.
Planning becomes a dynamic, interactive process that harnesses the full potential of your team’s collective talents.
Use Brixx and sort plans into groups for better organization. This helps you manage multiple plans more efficiently by categorizing them based on projects, departments, or clients.
This enhanced organization makes it easier to locate, review, and update plans, ensuring that your planning process is streamlined and your workflow remains smooth and effective.
You can use Brixx and allow third parties to view your plans, simply by sharing to a valid email address.
This feature enhances communication, ensuring everyone is aligned with the business strategy and financial goals. By sharing plans easily, you can gather valuable feedback, build trust with stakeholders, and make more informed decisions to drive business growth and success.
Improve your communications by assigning users to specific user groups.
By categorizing users based on roles or projects, you can ensure that everyone has access to the right information and tools needed to contribute effectively. This feature supports better coordination among team members, and facilitates smoother workflow management within your organization.
Brixx has comprehensive version history that allows you to see all changes made to a plan and recover older versions when needed.
This capability provides peace of mind by ensuring that you can review the evolution of your plans, track modifications, and revert to previous versions if necessary – especially when sharing plans to multiple users.
Version history works as an excellent safeguard against accidental changes or errors, ensuring the integrity of your planning process.
No matter your industry, our pre-designed templates are tailored to you. Save time on set-up and ensure your forecasts and plans are subject to the best practices of your industry. Key components are pre-filled and applicable to your business, and not to another industry.
The templates available are key in streamlining your planning process and improving the quality of your plans. Achieve your objectives more efficiently!
Exports & Integration
Exporting your plans to Excel is essential for any SaaS app.
While you can analyze in Brixx, sometimes you want to further investigate or customize your data within Excel. Or, perhaps your stakeholders prefer Excel for their workflows. Regardless, with the functionality to export, your plans will be more accessible and adaptable.
Brixx allows your to export your plan to a PDF format, ensuring that your documents are easily shareable and consistently formatted across different devices and platforms.
Having this feature enhances the professionalism and accessibility of your plans, making it simpler to present and distribute them to stakeholders without worrying about compatibility issues or alterations in appearance.
Brixx allows you to export your plan to a PNG format, providing a high-quality, easy-to-share image of your financial plans and reports.
This format is ideal for embedding visuals into presentations, reports, and other documents, ensuring that your data is visually appealing and accessible without needing specialized software to view it.
Setting up with Xero automatically configures your Brixx model based on your Xero data, streamlining the initial setup process.
This integration ensures that your financial model is accurate and reflects your existing financial information, saving you time and reducing the potential for errors. By leveraging your Xero data, you can quickly and effortlessly transition to using Brixx, allowing you to focus on planning and analysis rather than data entry. Say goodbye to manual spreadsheet entry!
The Xero sync feature in Brixx keeps your actuals up to date by syncing with Xero.
This seamless integration ensures that your financial data is always current, eliminating the need for manual updates and reducing the risk of errors. By having real-time access to accurate financial information, you can make better-informed decisions, maintain precise records, and streamline your accounting processes.
Financial Management
When it comes to financial forecasting, there will be a stage in which you want to compare your forecasted figures to the realised figures, known as actuals.
Inputting your actual numbers allows you to analyze and manage your business more effectively, providing a clear picture of your financial performance. This feature helps you compare your actual results against your projections and make informed decisions to optimize your operations and financial strategy.
By regularly updating your actuals, you can stay agile, quickly responding to changes and ensuring your business stays on track to meet its goals.
Forecasting the sale or write-off of assets allows you to anticipate the financial impact of these actions on your business.
This feature helps you plan for future cash flow, optimize your asset management, and make more informed decisions about asset utilization.
By understanding the implications of asset sales or write-offs, you can improve your financial planning, reduce risks, and ensure that your business maintains a healthy financial position.
Forecasting your employee’s National Insurance, pensions, and other contribution costs enables you to accurately predict and manage employee-related expenses.
This feature helps you budget more effectively, ensuring that you allocate sufficient resources to cover these obligations. By understanding and anticipating benefit costs, you can make informed decisions about staffing, compensation, and financial planning, ultimately supporting the sustainability and growth of your business.
Forecasting and managing your cash flow ensures you always have a clear view of your financial health, allowing you to anticipate and address potential shortfalls before they become issues.
Tracking cash flow helps you to manage your business’ liquidity, inform you of your spending decisions, and plan for future investments or expenses.
By staying on top of your cash flow, you can avoid financial stress, seize opportunities, and keep your business running smoothly.
Users can ensure accurate accounting for receiving cash in Brixx, enhancing their financial planning by providing a clear picture of cash flow.
This feature helps prevent discrepancies, making it easier to manage and forecast finances, and ultimately supports better decision-making for the business.
Brixx allows users to accurately model the corporation tax that affects their business, ensuring comprehensive financial planning and compliance.
By incorporating corporate tax into financial models, users gain a precise understanding of their tax liabilities, which aids in more accurate forecasting, budgeting, and strategic decision-making, ultimately enhancing overall financial management.
Having a breakdown of your business costs is essential when managing cash flow. Being able to see what you’re spending money on and making actions on it allows you to identify areas to reduce costs and improve financial efficiency.
This feature helps you understand your expenses in detail, enabling you to make informed decisions about budgeting and resource allocation.
By having a clear cost breakdown, you can optimize spending, enhance profitability, and ensure that your financial resources are being used effectively to support your business goals.
Having a record of your delivery terms is essential in accounting and finance. Properly accounting for service delivery ensures that your financial records accurately reflect the revenue and costs associated with those services.
This feature helps you track performance, manage contracts, and ensure timely billing to maintain cash flow. By accurately accounting for service delivery, you can improve financial transparency and customer satisfaction, and optimize your business’ efficiency.
Brixx enables users to forecast dividend distributions, providing a clear view of future cash outflows.
This enhances financial planning by allowing businesses to anticipate and manage their liquidity needs effectively, ensuring they can meet shareholder expectations while maintaining financial stability.
Accounting for employee costs provides a clear understanding of your total labour expenses, allowing you to optimise your budgeting and financial planning.
This feature helps you manage salaries and other employee-related expenses, ensuring you allocate resources effectively. By accurately predicting these costs, you can make informed hiring decisions, control your payroll budget, and maintain the financial health of your business.
Forecasting your business’ investment rounds allows you to plan and strategize your equity financing, ensuring you secure the necessary funds for growth while maintaining control over your business.
This feature helps you anticipate the timing and impact of raising capital, optimizing your financial planning. By accurately forecasting equity investments, you can attract new investors, manage existing shareholder expectations, and support your long-term business goals.
Forecasting the introduction or withdrawal of capital helps you manage your funding needs and cash flow effectively.
This feature enables you to plan for significant financial changes, ensuring you have sufficient resources for growth or understand the impact of capital withdrawal.
By accurately predicting these movements, you can make informed strategic decisions, maintain financial stability, and optimize your capital structure for long-term success.
Accounting for investment-related costs provides a clear understanding of the expenses associated with your investments.
This feature helps you accurately track fees, optimize your investment strategy, and ensure that your returns are not diminished by unforeseen costs.
By managing these expenses effectively, you can improve your financial planning, enhance investment performance, and make more informed decisions about future investments.
Forecasting business investments allows you to plan and allocate resources effectively, ensuring that your investments align with your strategic goals.
This feature helps you evaluate the potential returns and risks and optimize capital deployment. By accurately forecasting investments, you can drive growth, improve financial stability, and achieve long-term business success.
Forecasting your investment revenue provides a clear projection of the returns you can expect from your investments.
This feature helps you plan for future income, assess the performance of your investment portfolio, and make informed decisions about where to allocate resources. By accurately predicting investment payouts, you can enhance financial planning, optimize returns, and support your business’s long-term financial health.
Forecasting loan repayments in different ways allows you to plan your debt management strategy effectively.
This feature helps you understand the impact of various repayment options on your cash flow and overall financial health. By evaluating different scenarios, you can choose the most advantageous repayment plan, ensuring you manage your liabilities efficiently while maintaining financial stability.
Forecasting for required funding helps you anticipate your loan needs and plan accordingly. This feature allows you to identify when and how much funding is necessary to support your business operations and growth initiatives.
By accurately forecasting loan requirements, you can secure financing in a timely manner, optimize your capital structure, and ensure your business remains financially stable and prepared for future opportunities.
Correctly modeling your starting position with an opening balance ensures that your financial projections and analyses are based on accurate initial data.
This feature allows you to establish a solid foundation for financial planning and reporting, enabling more precise forecasts and decision-making. By accurately reflecting your starting position, you can track progress effectively, identify trends early, and make informed adjustments to achieve your business objectives.
Forecasting and accounting for operational expenses allows businesses to anticipate and manage their day-to-day costs effectively.
This feature provides a clear view of ongoing expenses, such as rent, utilities, and salaries, enabling accurate budgeting and financial planning.
By understanding and forecasting these expenses, businesses can optimize resource allocation, control overheads, and maintain profitability. It also helps in identifying opportunities for cost savings and ensuring that financial resources are used efficiently to support sustainable growth and operational stability.
Modeling your account overdraft rate accurately helps you forecast and manage your cash flow more effectively.
This feature enables you to anticipate potential overdraft situations and their associated costs, allowing you to plan for short-term financing needs and avoid unnecessary fees.
By understanding and forecasting your overdraft rate, you can optimize liquidity management, mitigate financial risks, and maintain financial stability. It ensures that you have the necessary funds available when needed, supporting smoother operations and better overall financial health for your business.
Properly accounting for payment terms helps businesses manage their cash flow by accurately predicting when payments are expected and when funds will be received. This feature allows users to optimize their working capital, ensuring they have sufficient liquidity to meet financial obligations and operate smoothly.
By understanding payment timing, businesses can improve financial planning, negotiate better terms with suppliers and customers, and reduce the risk of cash flow disruptions. It also facilitates better decision-making regarding investments, expenses, and overall financial strategy, supporting sustainable growth and financial stability.
Modeling your account savings rate helps you forecast and achieve your savings goals effectively.
This feature enables you to plan for future savings contributions and track the growth of your savings over time. By understanding and forecasting your savings rate, you can set realistic financial targets, monitor progress towards those goals, and adjust your savings strategy as needed.
It also facilitates better financial decision-making, such as determining the optimal allocation of funds between savings and investments, ensuring that you build wealth and achieve financial security over the long term.
Setting tax rates allows businesses to accurately forecast their financial obligations and plan for tax liabilities effectively.
This feature helps users understand the impact of taxes on their financial statements and cash flow, ensuring compliance with tax laws and regulations.
By setting and adjusting tax rates as needed, businesses can optimize tax planning strategies, minimize tax liabilities, and maintain financial transparency. It also supports better budgeting, enabling businesses to allocate resources efficiently and manage their finances with greater precision.
Forecasting accurate timing for tax payments and refunds helps businesses plan their cash flow effectively around tax obligations.
This feature enables users to anticipate when taxes are due and when refunds may be received, ensuring they have sufficient funds available to meet payment deadlines and utilize refunds optimally.
By understanding tax timing, businesses can avoid late payment penalties, manage working capital efficiently, and maintain financial stability throughout the fiscal year. It also supports with essential proactive tax planning, allowing businesses to align their financial resources with tax liabilities and opportunities for tax savings.
Financial Planning and Forecasting
A 10-year forecast window allows users to project financial scenarios over an extended period, providing a comprehensive view of your long-term financial plans.
This capability helps businesses to better anticipate trends, plan for growth, and make strategic decisions with greater foresight and accuracy. Leave spreadsheets behind with this feature.
By extending the forecasting range, users can assess the long-term implications of current strategies, explore various scenarios, and adjust plans accordingly to optimize future outcomes. This feature promotes sustainable business growth by aligning short-term actions with long-term objectives effectively.
Brixx provides crucial financial insight by identifying the exact moment when your business covers all its costs and begins to generate profit – known as the break-even point. This information empowers you to make strategic decisions about pricing and cost management.
Understanding your break even point helps in setting realistic financial goals, managing cash flow effectively, and ensuring the sustainability of your business operations. It serves as a critical metric for assessing financial health and guiding future planning.
Brixx allows you to forecast and account for your business assets, providing a comprehensive view of your financial resources and investments.
This feature enables you to strategically plan for the acquisition, management, and utilization of assets, ensuring a maximum return on investment. By accurately forecasting asset performance and lifecycle costs, you can make informed decisions to support long-term financial stability. This feature fosters better financial management and strengthens overall business resilience.
Brixx allows you to adjust your timings on the fly, ensuring a flexible forecast.
The ability to adapt your plans dynamically helps you stay responsive to any unexpected developments, minimizing disruptions and keeping your projects on track. By providing a clear and visual representation of your timeline, this Brixx feature also enhances your ability to communicate changes and updates to your team effectively, ensuring everyone remains aligned and informed.
The flexible view within Brixx allows users to easily switch between different time intervals, providing much needed flexibility in analyzing and presenting financial data. Flexible views include monthly, quarterly, yearly, or annually.
This capability facilitates more informed decision-making and strategic planning based on the ability to see such varied timing intervals.
By offering a customizable perspective, the feature enhances user experience, supports detailed analysis, and ensures that users can effectively track progress and adjust strategies as needed across various timeframes.
An inflation feature is essential for forecasting. Brixx allows users to account for inflation in their financial forecasts, ensuring that future projections accurately reflect the impact of rising prices on expenses, revenues, and overall financial performance.
By incorporating inflation adjustments, users can make more realistic and reliable predictions. This supports decision-making and enhances the accuracy of financial planning by anticipating economic changes and their implications on business operations.
The inventory feature allows users to align inventory costs with their sales forecast, allowing for optimal inventory management and cost control.
When accurately forecasting inventory needs based on sales projections, businesses can minimize costs and optimize cash flow. This capability enhances operational efficiency and improves customer satisfaction by ensuring product availability.
By aligning inventory costs with sales forecasts, businesses can achieve better profitability and maintain a competitive edge in their industry.
With the ability to focus on individual plans, you can better monitor progress and make informed decisions, ultimately leading to more effective and successful outcomes.
Using separate plans for each client or forecast allows you to tailor your strategies to specific needs and contexts, improving upon precision and relevance. Multiple plans allow for simple management and analysis without the complexities of adjusting spreadsheets and formulas. The ease of organising these plans within the app helps to make each plan identifiable.
One of the key features of Brixx is the ability to create and focus on individual plans. You can purchase more plans on your monthly plan (and will be charged monthly), or on your annual plan (and will be charged annually).
Reforcasting is a key feature for those forecasting and planning their finances. Upon entering your actuals into Brixx, you might need to reforecast your projections to align your forecasts with real-world performance, enhancing your plan’s accuracy and reliability.
This feature enables you to adjust your plans in response to actual financial data, providing a clearer picture of future trends and potential outcomes. By incorporating your real-time insights, you can make more informed decisions, anticipate challenges, and seize opportunities promptly, ultimately leading to better strategic planning and improved business performance.
Brixx allows users to forecast revenue generated from their products, providing a clear view of all income streams.
By accurately predicting sales of products, businesses can set realistic financial goals and plan for further growth. This feature supports strategic decision-making, helping businesses optimize their product offerings, including pricing, allowing them to maximise revenue and profit.
Brixx allows users to forecast revenue generated from their services, providing valuable insight into future income streams.
By accurately predicting service-based revenue, businesses can set realistic financial targets and plan resource allocation for future services. Businesses will find that this feature is essential in optimising services and maximising profit over time.
Brixx allows users to forecast recurring revenue made from subscriptions, providing a clear picture of stable income streams.
This capability helps to plan for sustained growth and optimize future subscription streams. By accurately predicting subscription revenue, users can develop effective strategies for customer retention, pricing, and expansion, ensuring long-term business stability and profitability.
The what-if analysis feature in Brixx allows you to test different scenarios on the fly within an existing plan, helping you anticipate the impact of various decisions and external factors.
This feature empowers you to explore multiple possibilities and outcomes, enabling more strategic and informed decision-making. By visualizing potential risks and opportunities, you can better prepare for uncertainties, optimize your strategies, and enhance the overall resilience and adaptability of your plans.
Financial Reporting
Brixx’s 3-way report links P&L, balance sheet, and cash flow projections, providing a comprehensive financial overview of your business. This report ensures consistency and accuracy across all financial statements, offering a clear and holistic view of your financial health.
By understanding how different financial elements interact, you can make more informed decisions, identify potential issues early, and plan more effectively for the future. This cohesive reporting approach helps you manage your finances with greater confidence and control.
The actuals to date report allows you to view your actual realized finances to date, providing an accurate snapshot of your current financial status.
This helps in assessing how well your business is performing against projections and forecasts. You can identify trends and make informed adjustments to your financial plan based on the real figures.
By having up-to-date financial data, you can make timely decisions, improve budget management, and ensure better alignment with your business goals.
The actuals vs forecast report allows you to compare your realized income and expenditure against your forecasted figures, providing valuable insights into your financial performance.
This comparison helps you identify key differences, understand the reasons behind them, and assess the accuracy of your projections. By analyzing these discrepancies, you can improve future forecasts, make data-driven decisions, and ensure better alignment with your financial goals. This feature enhances your ability to track progress, manage budgets, and optimize overall financial planning.
The asset depreciation report allows you to account for depreciation in your forecast, providing a more accurate representation of your asset values and overall financial health.
By including depreciation, you can understand the true cost of asset ownership, and make informed decisions regarding asset management and replacement. This ensures your financial projections are realistic and aligned with accounting standards.
Brixx provides financial summaries of your business through auto-generated reports, saving you time and reducing manual effort.
These reports offer a quick and accurate snapshot of your financial health, allowing you to stay informed and make timely decisions. By utilising an automated reporting process, you ensure consistency and reliability, enabling you to focus on strategic planning and business growth rather than data compilation – as you would be required in spreadsheets. This feature enhances efficiency, accuracy, and insight into your business’s financial performance. Key automated reports include:
- Actuals vs forecast
- Balance sheet
- Budget report
- Cash flow report
- P&L report
- Tax report
Brixx allows you to easily view your balance report, providing a clear snapshot of your company’s financial position at any given time.
This report is essential in helping you to quickly assess your assets, liabilities, and equity, ensuring better financial decision-making and planning. By having easy access to your balance sheet, you can monitor your financial health and ensure accurate record-keeping over time. Additionally, your stakeholders will be able to see everything with transparency.
This report provides a comprehensive financial overview of your business, helping you understand your income, expenses, and overall financial performance.
The clarity of these reports allows for better financial planning, alongside better monitoring and control of your business. You can identify any potential issues early which can help with your internal decision making. Better optimize your business’ budget for improved health and growth.
The cash flow report is an essential part of your financial forecasting and reporting.
This report allows you to drill down into your cash flow, providing detailed insights into the movement of cash in and out of your business. By seeing this flow of cash, you can monitor just how liquid your business is and ensure that you continuously have sufficient cash to meet all obligations.
With this understanding, make better financial decisions to maintain your financial stability.
The Brixx dashboard is a one-stop overview of your financial plan and forecast. You can see a simple and concise visual summary of your financial data.
While Brixx offers individual key financial reports (balance sheet, cash flow, etc), the dashboard allows easy access to key metrics, helping you to track performance and identify trends from a glance. Make informed choices related to your finances without delving into detailed reports!
Brixx has an excellent report that provides a detailed overview of your inventory based on sales and purchases, helping you manage stock levels effectively.
This enables you to track the turnover of your inventory, alongside allowing you to properly optimize ordering – it’s time to reduce excess stock and over-purchasing! Make sure you have the right products available when you need them.
By maintaining accurate inventory data, you can improve cash flow, enhance customer satisfaction, and streamline your overall inventory management process.
This Brixx report highlights your business expenses (commonly known as your overheads), providing a clear view of your operational costs.
By viewing this report, identify and analyze where your money is going, helping you to manage and control expenses more effectively. With a greater understanding of your overheads, you can reduce costs, improve efficiency, and move your business towards greater profitability.
This Brixx report allows you to drill down into your profit and loss statement (also known as the income statement), providing detailed insights into your revenue, expenses, and overall profitability.
By assessing and keeping track of your P&L report, you can identify your profit trends over time and evaluate the success of your campaigns for further profitability.
Gain a greater understanding the components of your P&L so that you can optimize operations, manage costs, and drive sustainable growth.
See cash and revenue reports specific to each product in Brixx, offering a clear view of individual product performance.
This helps you analyze your business’ sales and the profitability of those sales. See the cash flow on a per-product basis, enabling better inventory management and improved pricing strategies.
By understanding the financial impact of each product, you can make informed decisions to maximize profitability and drive business growth.
Brixx provides tax report, showing an overview of your tax obligations and helping you understand and manage your tax liabilities.
This report lets you plan for tax payments, avoid penalties, and ensure compliance with tax regulations. By having a clear view of your tax responsibilities, you can continue to push your business towards success.
This Brixx report provides an automated and detailed analysis of units within your business operations.
It allows you to track and monitor unit-specific metrics, such as production volumes, sales performance, and costs incurred per unit. This level of granularity enables you to identify efficiencies and improve overall operational effectiveness.
By taking advantage of the Brixx unit-level insights, you can improve your operational efficiency across your business.
This feature is one that you’d be lost without. Brixx allows you to add branding to your reports, customizing the overall look to ensure professionalism and consistency in your financial presentations.
When using Brixx, add your company’s logo, colours, and style into your reports and documents to create a cohesive identity. Your brand image is essential, so ensuring your plans and reports reflect this is essential.
The graphic charts within Brixx provide visual representations of important insights, allowing you to quickly grasp complex data and trends at a glance.
This visual approach will improve your own understanding, alongside that of bettering communication of key information to stakeholders. Being able to see this data in charts and graphs helps to identify patterns, outliers, and correlations more effectively, enabling you to respond promptly to changes and opportunities.
This feature supports more informed strategic planning and operational decisions across the organization.
