Ecovis Wingrave Yeats is a leading UK accountancy firm, recognised among the top 100 and celebrated as one of the fastest-growing independent practices in the country. Renowned for their strategic advisory expertise and deep understanding of various industries, they cater to mid-market clients who seek more than basic compliance. Their clients value insightful, flexible, and forward-thinking financial solutions tailored to scale alongside their ambitious goals.
The challenge of outgrowing legacy software
By 2015, cloud accounting was transforming the financial services industry. Ecovis recognised the shift and knew it was time to update their technology. At the time, their entire outsourcing portfolio relied on Sage 50. While dependable, it no longer aligned with their forward-looking goals.
The rise of cloud-based tools like Xero presented new opportunities, but these solutions were primarily designed for small businesses. Ecovis needed a more robust platform to meet the needs of clients that exceeded the capabilities of entry-level solutions. To meet this need, they decided to adopt scalable cloud solutions early on. After extensive testing with pilot clients, Twinfield emerged as the ideal choice.
This marked the start of a full migration from Sage 50 to a modern, cloud-based platform that could support the firm’s vision for outsourced accounting and advisory services.
Why Ecovis chose Twinfield:
- Real-Time transparency: Both clients and advisors gained instant access to financial data, enabling quicker decision-making and improved collaboration.
- Unlimited transactions: Unlike many SME-focused solutions, Twinfield accommodated high transaction volumes and complex financial needs
- Advisory-ready infrastructure: The platform included advanced tools for reporting, analysis, and collaboration to drive meaningful insights.
Evolving to market needs with a broader cloud ecosystem
When Ecovis transitioned to the cloud, the app ecosystem was just beginning to develop. The range of tools for automation, OCR, payroll, and analytics were limited. As the platform evolved, Ecovis worked closely with us to adjust their systems and boost functionality in these areas.
As tools like Xero grew and new app partners entered the market, it became clear that no single solution could meet every client’s needs. This realisation led Ecovis to adopt a flexible technology strategy, tailoring solutions to each client’s specific requirements.
We collaborated with Ecovis to design and implement a broader ecosystem that included:
- Twinfield and complementary tools to serve high-volume and complex clients
- Xero and its app partners for businesses with simpler workflows and needs
- A secure, white-labelled environment offering unique user access and permissions
- A technology support desk to assist both Ecovis teams and their clients
This flexible, client-focused approach enabled Ecovis to provide a best-in-class experience by moving beyond a one-size-fits-all model.
A continuous journey of growth and implementation
The transition to the cloud for Ecovis has been an ongoing evolution rather than a one-time project. Starting with migrating outsourcing clients to Twinfield and has since expanded into a broader program of development. This includes onboarding new clients, enhancing integrations, and fine-tuning reporting and forecasting processes.
Our team has been closely involved every step of the way, supporting fresh implementations, customising system configurations, and helping Ecovis stay ahead by integrating new software solutions to adapt to market shifts.
Empowering knowledge and driving adoption
Introducing new technology is just the beginning. Recognising this, Ecovis committed to equipping both its team and clients with a sophisticated training programme ensuring they had the skills and confidence to fully utilise their systems’ potential.
Together, we delivered workshops and ongoing training sessions that covered not only the technical aspects of platforms like Twinfield and Xero but also how to modernise traditional accounting workflows for a cloud-based approach. Tasks like real-time reporting, budgeting, forecasting, and document handling became easier and more efficient, transforming Ecovis into a stronger advisory-focused firm in the process.
Powering growth with a scalable cloud accounting platform
Ecovis Wingrave Yeats has revolutionised its outsourced finance services by adopting a cloud-first strategy, creating one of the UK’s most advanced and adaptable platforms. This forward-thinking approach has delivered measurable improvements across operations, client service, and strategic advice.
By focusing on tailored solutions rather than a generic one-size-fits-all model, Ecovis supports a diverse range of mid-market clients with a customised technology ecosystem. Their commitment to flexibility and scalability ensures agility in an evolving business environment, allowing them to consistently deliver outstanding results.
Support Team Performance
The team has successfully resolved over 1,000 support cases to date.
These metrics represent much more than just operational achievements; they highlight the results of a strategic investment in cloud technology, process innovation, and client-centric experiences.
Through continuous improvement, optimising systems, and prioritising outcomes for their clients, Ecovis has created a secure, advisory-ready environment that is future-proof. This cloud platform empowers their internal teams and clients to collaborate seamlessly in real time, gain deeper insights, and make faster, data-driven decisions.
“Moving to a cloud-based ecosystem has allowed us to work more efficiently and collaboratively, both internally and with our clients. It’s given us the flexibility to adapt to different business needs and has strengthened our ability to deliver high-quality advisory services at scale”
Ben Smith, Ecovis Wingrave Yeats
Jamie Allen, CEO, 4point Zero adds “Their success demonstrates how accounting firms can lead digital transformation—not just internally, but for their clients as well. This approach enhances service delivery, strengthens advisory services, and drives sustainable growth. We’re excited to continue partnering with Ecovis Wingrave Yeats as they further refine and expand their platform”.
Ecovis’s transformation showcases the impact of combining a clear strategic vision with advanced technology and specialised support. From transitioning away from Sage 50 to building a customised, multi-solution cloud ecosystem, we’ve been honoured to support their evolution. Our role encompassed system design, implementation, training, platform maintenance, and ongoing development to ensure they remain ahead of industry demands.
