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Data Hub
The secure cloud store for all your client data regardless of record type.
Modules
AI mapping
Seamlessly map your client files into a standard chart of accounts with our AI tool.
Silverfin Assistant
Silverfin Assistant is an innovative in-platform tool that can be used alongside existing software.
Insights
Insights to drive advisory conversations.
Corporation Tax
Automatically populate CT600s with live client data and submit your iXBRL-tagged return to HMRC.
Features
Compliance
Working papers
Prepare and close client files faster, with less manual work.
Accounts production
MTD-compliant iXBRL filing, pre-populated from working papers.
Corporation tax
CT600s auto-populated with live client data.
Advisory
Spot trends, flag risks and uncover opportunities across your portfolio.
Talking Points
Turn your client data into structured, client-ready conversations.
AI & automation
Automatically standardise any client file to a consistent chart of accounts.
Continuous AI checks to catch errors and flag opportunities in every file.
Platform
Data hub
A single, secure cloud store for all your client data.
Collaboration & review
Structured review workflows with complete, auditable trails.
Integrations
Connects to 50+ bookkeeping and business systems.
Available modules vary by region.
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Technology Partners
Work with us to support the digital transformation of financial advisory firms.
Developers
Join our developer community of technical Silverfin enthusiasts.
Developer Toolkit
Learn how to make your own Silverfin templates with our developer toolkit.
API Documentation
Check out our documentation to learn how to use our API.
Marketplace
Explore the range of additional templates and capabilities Silverfin and our partners have developed.
All resources
Silverfin
The operating model gap: why advisory demand outpaces delivery across five European markets
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