Case Study: Brookson delivers automated, personalized tax advice at scale with Alteryx

Brookson Delivers Automated, Personalized Tax Advice With Analytic Process Automation

Brookson, a European financial services firm, needed to automate the financial and tax advice its accountants deliver so they could provide real-time, scalable guidance beyond traditional accounting approaches. The Business Intelligence team aimed to increase touchpoints with clients and reduce time spent on routine bookkeeping while serving thousands of customers more frequently.

By adopting Alteryx analytic workflows and apps, Brookson empowered experienced accountants to build and run advanced analytics, shifting the team toward advisory work. The change resulted in an 80% focus on customer advisory (20% on bookkeeping), supports 15,000 customers, saved tens of thousands of pounds, and set the company on a path to full end-to-end automation across internal systems.

Brookson

Brian Millrine

Strategy Director