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Streamline Accounting with Automated Workflows

Streamline Accounting with Automated Workflows

Speed through your compliance and financial reporting with our best practice templates that help you standardise and automate key accounting processes.
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Core accounting made easier, faster and better

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.

Standardise working practices across the firm

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.
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Real-Time Data for Efficient Accounting Workflows

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.
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Use our off-the-shelf templates

Oversee client file progress in real time

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.
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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.

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Analyse client data to drive business growth

See and analyze everything

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.

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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.

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Create new revenue streams with digital advisory services

Develop new data and digital advisory services

Streamline Accounting with Automated Workflows

Speed through your compliance and financial reporting with our best practice templates that help you standardise and automate key accounting processes.
book a demo
Automate your workflows

Core accounting made easier, faster and better

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.

Standardise working practices across the firm

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.

Real-Time Data for Efficient Accounting Workflows

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.
Real-time data

Accelerate client work with ready-to-use templates

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.
Use our off-the-shelf templates

Oversee client file progress in real time

Manage resources and client service with workflow progress tracking. See the current status of any client file, the tasks still outstanding, and what needs to be reconciled. Even get a portfolio or firm-wide view of all your workflows to see where service levels might be at risk.

Financial statements

Create client files and then review and collaborate in one platform

Collaborate where the work happens. One platform to create the file and raise questions, notes or tasks with your client or team. Anyone can pick up a client file and see instantly the full audit trail and history so you never lose context or knowledge, even when staff members change.

Smailes Goldie
“Technology helps our compliance offering become even more efficient, enabling us to deliver more value-added services to clients.”

Pete Dearing, Partner at Smailes Goldie

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Speak to us today to discover the power of enhanced accounting.

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