The accounting profession is at an inflection point. Firm consolidations are accelerating. AI is reshaping what’s possible and clients are demanding more than compliance – they want strategic advice that drives real business outcomes.
We’re seeing these shifts play out across all 18 countries where Silverfin operates. Accountants who can scale their advisory work alongside compliance are thriving and those who can’t are struggling to keep up.
Our VP of Product, Martin Lysholt Nielsen, recently outlined how we’re responding to these market dynamics: invest heavily in technology that reduces time spent on compliance while helping firms deliver more advisory services. Not because advisory is new territory for accountants – you’re already having these conversations with clients – but because you need better tools to do it consistently across every client file as your firm grows.
2026 market trends driving our product roadmap
1. Firm consolidations aren’t slowing down
Your technology stack has become a critical factor in M&A. Acquiring firms need platforms that accelerate integration. Firms preparing for sale need modern systems that demonstrate operational maturity. We’re building for both scenarios.
2. AI works best when accountants stay in control
The last two years have transformed what’s technically possible. But here’s what we’ve learned from deploying AI across thousands of accounting firms: the technology works best when it augments human expertise rather than replacing it. That’s why we’re focused on ‘with AI’ solutions – tools that make you faster and more confident, not systems that try to do your job for you.
3. Compliance alone won’t differentiate your firm
Compliance is rapidly becoming table stakes. Your clients expect you to handle their statutory obligations efficiently – and then they expect more. Cash flow advice. Help understanding where their money actually goes. Strategic input on growth decisions. Firms that can’t deliver this level of service are losing clients to those who can.
4. User experience is a competitive advantage
We’ve always prioritised user experience, but we’re doubling down because great UX isn’t just about aesthetics. It’s about getting new hires productive faster in a tight labour market. It’s about reducing errors. It’s about making complex work feel manageable.
5 core product investments
1. Closing the gaps in our compliance offering
Different markets have different regulatory requirements, and those requirements constantly evolve. We’re committed to staying ahead – expanding our support for corporate tax filings, statutory accounts, and compliance templates across all regions. This is foundational work that never stops.
2. Dramatically reducing time to compliance
Compliance is becoming commoditised while governments demand more information and documentation from businesses. We’re resolving that tension by making compliance work radically faster through automated data flows, efficient workflows, smarter templates, and Agentic AI that handles the tedious parts of review work.
The Silverfin Assistant is evolving into a significantly more powerful co-pilot. The goal isn’t to eliminate accountant involvement – it’s to free you from repetitive tasks so you can focus on judgment calls and client conversations.
3. Portfolio intelligence that scales with your firm
Managing hundreds of client files shouldn’t mean hundreds of individual decisions. When legislative changes hit, you need instant visibility across your entire portfolio. When patterns emerge – margin compression, cash flow strain, tax optimisation opportunities – you need to spot them once and act on them everywhere.
We’re building portfolio-level intelligence that works at firm scale. Proactive alerts surface issues before they become problems. Pattern recognition identifies opportunities across similar clients automatically. And managers can cascade insights, actions and discussion topics across entire client segments with a single decision. This is how you maintain quality advisory at scale without burning out your senior team.
4. Company advisory and data visualisation
Advisory isn’t one thing – it’s a spectrum. The challenge isn’t just delivering these services, it’s doing it consistently across every client file, regardless of which team member owns that relationship.
We’re building the complete platform for client conversations – from preparation through execution to follow-up. Everything you need lives in one place.
That’s why we’ve launched Talking Points – a significant step forward in how Silverfin supports advisory work. It solves a real problem: in growing firms, managers and partners can’t personally oversee every client conversation, but they need confidence that key topics get discussed.
Talking Points surfaces relevant discussion points directly from your review work and notes inside Silverfin. Before a client meeting, you see exactly what needs addressing – all the issues flagged during review, contextualised with the data to back it up. During the conversation, you can navigate seamlessly from talking points into specific accounts and supporting documents. After the meeting, it tracks follow-up actions automatically.
The real power comes from portfolio-level management. If, for example, margins are compressed across 20 client files, managers can flag that topic for discussion across all 20. The next time each relationship manager opens their file, they’ll see that prompt. This is how you scale quality advisory across an entire practice.
We’re also fundamentally improving how you visualise and present data to clients. Our reporting capabilities have always been strong – they’ve been used 4.5 million times over the past year. Now we’re rethinking how we present financial information, moving away from static charts towards narrative-driven visualisations that answer the question every business owner actually cares about: where did my money go?
From compliance data to client meeting to follow-up tracking – it’s the full circle of advisory work, all in one platform.
5. Enabling assurance services
In several markets, accountants offer light assurance services – compilation reviews, extended reviews, and similar work that sits below full audit. We’re building tools to support the documentation process for this work, recognising that requirements vary significantly by region.
The foundation supporting these investments
Two critical capabilities underpin everything we’re building:
- Extended quality data and integrations: Better advisory depends on better data. We’re expanding our integrations and improving data quality across the platform so you have the complete, accurate information you need for meaningful client conversations.
- Next-generation content production: About 80% of your time in Silverfin involves working with templates – working papers, compliance documents, review procedures. We’re investing in tools that dramatically accelerate template development. Our ambition? Reach the point where you can describe what you need in plain language and AI builds the template automatically.
What this means for our Global customers
These five core investments form the foundation of where Silverfin is heading over the next three years. But the specific features, timing, and priorities vary by market – shaped by local regulations, market maturity, and what you’ve told us matters most.
For our Platform global customers, here’s what our product investments translate into:
Currently in development
- Enhanced consolidation features to better support multi-entity company structures
- Better visibility across your client portfolio with improved period filtering
- Our latest AI-powered feature, Talking Points, helps you prepare for client meetings, supports seamless navigation during conversations and tracks follow-up actions afterwards. Managers can also flag discussion topics across multiple client files at once – if margins are compressed across 20 clients, that topic gets flagged for all 20 automatically.
Coming in 2026 and beyond
- Better tools for managing your entire client portfolio more efficiently
- AI-powered reconciliation that generates proposals for your review, keeping you in control while automating tedious tasks
- Simpler navigation to reduce context switching and help everyone work more efficiently
- Improved reporting and data visualisation capabilities
- Enhanced user management functionality
- Next-generation content production tools that let you build and maintain customised templates faster and more efficiently, preserving Silverfin’s unique ability to deliver agile, market-specific solutions at pace
Everything on this roadmap comes directly from your feedback and our product strategy. We’re committed to making Silverfin the platform you can rely on for the long term.
