Powerful features for enhanced accounting
Our cloud-based software is packed with modern features to help ambitious accountants improve accuracy and efficiency, with live client files and AI you can trust.
Learn more about
our smart features
Data Hub
Silverfin’s Data Hub connects to your clients’ bookkeeping systems and structures their data so that it’s ready for anyone in your firm to work on, from anywhere. Live data syncs mean you’re always dealing with the latest information that flows into digital working paper schedules, potentially halving the time it takes to prepare client files.
AI Mapping
Seamlessly map your client files into a standard chart of accounts with our AI tool and benefit from a single structured dataset across all your clients for better workflows, automation and portfolio-wide insights.
Our best-in-class AI mapping tool is trained on client data and enables teams to recognise and categorise accounts quickly and accurately. This drastically reduces the time needed to onboard new client files into Silverfin and helps deliver an improved customer experience.
Review
Bring live client data and file communications together in a centralised environment to streamline work and ensure accuracy with Silverfin’s Review feature. All client file communications and documentation is available at a glance and in context, which prevents duplicate reviews with smart warning pop-ups.
Plus, any member of the team can pick files up wherever and whenever, without losing progress, alongside fully recorded and auditable actions.
Collaboration
With digital audit trails, including all client file communication, collaboration is robust and complete. Plus, with the Silverfin Pulse portal you can extend this efficient collaboration approach to direct client engagements.
AI Mapping
Seamlessly map your client files into a standard chart of accounts with our AI tool and benefit from a single structured dataset across all your clients for better workflows, automation and portfolio-wide insights.
Our best-in-class AI mapping tool is trained on client data and enables teams to recognise and categorise accounts quickly and accurately. This drastically reduces the time needed to onboard new client files into Silverfin and helps deliver an improved customer experience.
Review
Bring live client data and file communications together in a centralised environment to streamline work and ensure accuracy with Silverfin’s Review feature. All client file communications and documentation is available at a glance and in context, which prevents duplicate reviews with smart warning pop-ups.
Plus, any member of the team can pick files up wherever and whenever, without losing progress, alongside fully recorded and auditable actions.
Collaboration
With digital audit trails, including all client file communication, collaboration is robust and complete. Plus, with the Silverfin Pulse portal you can extend this efficient collaboration approach to direct client engagements.
Data Hub
Silverfin’s Data Hub connects to your clients’ bookkeeping systems and structures their data so that it’s ready for anyone in your firm to work on, from anywhere. Live data syncs mean you’re always dealing with the latest information that flows into digital working paper schedules, potentially halving the time it takes to prepare client files.
Review
Bring live client data and file communications together in a centralised environment to streamline work and ensure accuracy with Silverfin’s Review feature. All client file communications and documentation is available at a glance and in context, which prevents duplicate reviews with smart warning pop-ups.
Plus, any member of the team can pick files up wherever and whenever, without losing progress, alongside fully recorded and auditable actions.
Collaboration
With digital audit trails, including all client file communication, collaboration is robust and complete. Plus, with the Silverfin Pulse portal you can extend this efficient collaboration approach to direct client engagements.
Data Hub
Silverfin’s Data Hub connects to your clients’ bookkeeping systems and structures their data so that it’s ready for anyone in your firm to work on, from anywhere. Live data syncs mean you’re always dealing with the latest information that flows into digital working paper schedules, potentially halving the time it takes to prepare client files.
AI Mapping
Seamlessly map your client files into a standard chart of accounts with our AI tool and benefit from a single structured dataset across all your clients for better workflows, automation and portfolio-wide insights.
Our best-in-class AI mapping tool is trained on client data and enables teams to recognise and categorise accounts quickly and accurately. This drastically reduces the time needed to onboard new client files into Silverfin and helps deliver an improved customer experience.
Collaboration
With digital audit trails, including all client file communication, collaboration is robust and complete. Plus, with the Silverfin Pulse portal you can extend this efficient collaboration approach to direct client engagements.
Data Hub
Silverfin’s Data Hub connects to your clients’ bookkeeping systems and structures their data so that it’s ready for anyone in your firm to work on, from anywhere. Live data syncs mean you’re always dealing with the latest information that flows into digital working paper schedules, potentially halving the time it takes to prepare client files.
AI Mapping
Seamlessly map your client files into a standard chart of accounts with our AI tool and benefit from a single structured dataset across all your clients for better workflows, automation and portfolio-wide insights.
Our best-in-class AI mapping tool is trained on client data and enables teams to recognise and categorise accounts quickly and accurately. This drastically reduces the time needed to onboard new client files into Silverfin and helps deliver an improved customer experience.
Review
Bring live client data and file communications together in a centralised environment to streamline work and ensure accuracy with Silverfin’s Review feature. All client file communications and documentation is available at a glance and in context, which prevents duplicate reviews with smart warning pop-ups.
Plus, any member of the team can pick files up wherever and whenever, without losing progress, alongside fully recorded and auditable actions.
Silverfin’s Data Hub connects to your clients’ bookkeeping systems and structures their data so that it’s ready for anyone in your firm to work on, from anywhere. Live data syncs mean you’re always dealing with the latest information that flows into digital working paper schedules, potentially halving the time it takes to prepare client files.
Data Hub
AI Mapping
Our best-in-class AI mapping tool is trained on client data and enables teams to recognise and categorise accounts quickly and accurately. This drastically reduces the time needed to onboard new client files into Silverfin and helps deliver an improved customer experience.
Plus, any member of the team can pick files up wherever and whenever, without losing progress, alongside fully recorded and auditable actions.
Review
Collaboration
With digital audit trails, including all client file communication, collaboration is robust and complete. Plus, with the Silverfin Pulse portal you can extend this efficient collaboration approach to direct client engagements.
Customer Stories
BKL improves consistency and ways of working across teams while reducing the time to produce client accounts by 50% with streamlined Accounts Production.
Silverfin enables Gascoynes to move away from legacy desktop software and work more efficiently, collaboratively, and consistently across its growing office network.
How Larking Gowen use Silverfin to streamline their accounts production and unlock new data insights
See Silverfin in Action
Book a tailored product demonstration with one of our experts today, and find out how Silverfin can help transform your accounting firm.
FAQs
How does Silverfin’s data analytics tool help in turning data into actionable insights for advisory service?
What are the capabilities of Silverfin’s alert system in managing client portfolios?
With your live client data stored in the Silverfin Hub, it’s easy for your entire team to access the latest information and streamline core accounting work. With everyone working on the latest client data you avoid wasted work while automation eliminates errors and creates capacity.
How can firms use Silverfin to enhance their client advisory services with data-driven insights?
Fast, accurate, paperless preparation and review of your client accounts with digital workpaper templates connected to your live client file improves accuracy and creates capacity.
Year-end preparations and corporation tax submissions can take 50% less time using automation, roll forward updates, AI data checking and in-context communications.
What types of client comparisions and segmentations can be conducted with Silverfin?
Silverfin can improve the quality and consistency of your firm’s work. For example, prepare and submit MTD-compliant statutory accounts in a fraction of the time with our smart templates, including relevant notes and disclosures. Whether is accounts production or corporation tax, with Silverfin these files are all automatically pre-populated with data from your Working Papers.
Then improve your advisory services and delight clients with portfolio and practice-wide automated data analysis that helps you manage client service delivery, and enable deeper client relationships through data-driven insights.
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