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Meet the

Your AI-powered copilot gives you data you can trust and insights you can monetise. 

Not enough hours in the day? No problem!

Silverfin Assistant continuously analyses your client files to find things you might have missed: unusual balances, missing transactions and outliers. Save hours of manual work, improve your data quality and serve your clients better.

Always-on training for junior staff

Let the assistant show newer members of the team what to look out for when analysing a client file.  Clear and detailed explanations on the checks it has carried out are the perfect way to bridge knowledge gaps and boost confidence.


Out-the-box AI

The assistant puts you in control. It comes with a comprehensive and ever-expanding set of AI-powered checks and rules, and is fully integrated into your Silverfin workflows. All you need to do is review any suggestions and then dismiss, or create todos to follow up. 


Better client conversations

Is it worth your sole trader client converting to a limited company? Loan accounts subject to a section 455 tax charge? Instantly spot  opportunities in the data so you can offer proactive advice to your clients.

Take our interactive product tour

Click through our Silverfin Assistant product tour to see for yourself.

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Want to find out how Silverfin Assistant can help your firm?

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