Enabling a Future-Ready Data Foundation for a Leading Accounting Firm

The customer is a UK-based business advisory firm that manages high-volume client records and delivers tailored financial solutions to businesses, charities, and social enterprises.

Partnering with Brimit, the company launched a digital transformation rooted in master data management. Starting with seven core systems, we helped the firm:

• Create a single source of truth for all client and counterparty data
• Integrate trusted external sources like GOV.UK to ensure real-time accuracy
• Deploy a data cleansing app that resolves mismatches automatically or via guided manager review
• Use Power BI dashboards to provide full visibility into data operations and trends

The system used an event-driven architecture, ensuring real-time sync across all platforms with the flexibility to scale to 20+ apps as the firm grows.

• 100% of accounting data mismatches resolved. 90% auto, 10% manual review
• 7 key systems integrated ensuring smooth data transmission and cleansing  
• Manual effort optimization freeing up employees for higher-value work
• Real-time visibility into data health, operations, and trends
• Scalable foundation to support tax automation, M&A, and future services