
The redesigned Insights: what’s changing and what’s coming next
Insights has a new look, a new query overview page, more room for your data, and filters that apply in one go. Here’s what’s new, and what’s coming next. What we set
Ensure one way of working for everyone. Standardise and automate the checks, steps and actions needed to prepare and review working papers, statutory accounts and more.
Agree how you want to work as a firm or follow industry best practice. Then use Silverfin to turn this into automated workflows so every team follows the same processes. Reduce errors, risk and the time wasted correcting mistakes.
Say goodbye to data silos and transferring data from one system to another. Silverfin takes live client data from bookkeeping and financial systems, and automatically populates it in workflow templates. All your data then flows dynamically between different workflows so you only touch data once. You know you’re always working with accurate data.
Get started quickly using our best practice templates, and tailor them to meet your specific requirements. You can even create custom workflows for any unique internal processes your firm uses.

Insights has a new look, a new query overview page, more room for your data, and filters that apply in one go. Here’s what’s new, and what’s coming next. What we set

GP practices don’t report like other unincorporated businesses. Income has to be split between NHS and non-NHS work. Enhanced services needs breaking down by category. And dispensing gross margin sits across two

An accountant’s name goes on the work. Not the software’s or the model’s. That single fact shaped every decision we’ve made about letting AI agents near a client file. We’ve been building