Accounting
The practical future of AI: Insights from Claus Dahl, Director of Machine Learning at Visma
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Data Hub
Data Hub
The secure cloud store for all your client data regardless of record type and bookkeeping or financial source. Everything you need in one place.
“Data is the lifeblood of all professional services firms and we needed to ensure we could access and analyze our clients’ data… quickly, easily and at scale.”
Brian Murphy • Partner, Deloitte Ireland
All the data you need ready for you to work with
Even if your clients use multiple financial systems, Silverfin will automatically collect and standardise this data, to enable automation to make your accounting work faster, easier and better.
Live syncs with leading data sources
Connect Silverfin with leading systems like Xero, Sage and Quickbooks Online, and ensure you’re always working with the latest data. No more wasted time manual importing or exporting files. No more version control issues, mistakes and repeat work. Use Silverfin as your single source of truth.
Automated mapping for standardised data
Standardise your client data using our AI mapping tool. No need to spend hours manually mapping your client files, Silverfin can do it for you. Now you can benefit from even more automation across your templates.
Data that is the foundation of successful automation
Common compliance work like working papers, accounts production and management reporting all need the right data. Our data hub has this ready to use and pulls what you need straight into our automated workflows. Good data is the foundation on which accounting automation is built.
Dig into client data across your entire portfolio to identify trends, create performance benchmarks and identify insights to share.
Filter data. View data by client, period, book year, staff member or any other key attribute.
Compare clients. Create common queries across your client portfolio, using any of the data available.
Spot trends. It’s easy to spot and communicate trends in data with powerful charting and reporting tools.
Analyse client data to drive business growth
Automated alerts power timely advisory actions
Set up system alerts when clients hit key benchmarks, risk factors or compliance requirements. When thresholds are met, your team is automatically alerted so they can take action at the right time to make a difference.
Stay one step ahead. Automate monitoring of your client portfolio, so nothing important goes unnoticed.
Don’t miss a thing. Automated alerts tell the team when and how to act on key events.
Take action. Start proactive advisory conversations with clients based on real-time data and insights.
Armed with timely information you are ready to have more advisory conversations with clients. Use these insights to create reports and new digital advisory services that also improve communication and clients’ satisfaction.
New revenue streams. Extend your client relationships using reports that lead to new advisory services.
Digital delights. It’s easy to create automated digital reports for all your clients and then use that capacity to add more advisory content.
Deepen relationships. Become a trusted business advisor to your clients and build long-term relationships that deliver value.
Create new revenue streams with digital advisory services
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Speak to us today to discover the power of enhanced accounting.
Data Hub
The secure cloud store for all your client data regardless of record type and bookkeeping or financial source. Everything you need in one place.
“Data is the lifeblood of all professional services firms and we needed to ensure we could access and analyze our clients’ data… quickly, easily and at scale.”
Brian Murphy, Partner, Deloitte Ireland
All the data you need ready for you to work with
Even if your clients use multiple financial systems, Silverfin will automatically collect and standardise this data, to enable automation to make your accounting work faster, easier and better.
Live syncs with leading data sources
Connect Silverfin with leading systems like Xero, Sage and Quickbooks Online, and ensure you’re always working with the latest data. No more wasted time manual importing or exporting files. No more version control issues, mistakes and repeat work. Use Silverfin as your single source of truth.
Automated mapping for standardised data
Standardise your client data using our AI mapping tool. No need to spend hours manually mapping your client files, Silverfin can do it for you. Now you can benefit from even more automation across your templates.
Data that is the foundation of successful automation
Common compliance work like working papers, accounts production and management reporting all need the right data. Our data hub has this ready to use and pulls what you need straight into our automated workflows. Good data is the foundation on which accounting automation is built.
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Is AI-powered accounting software better than Excel for modern firms?
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