Putting powerful data analytics for advisory services, alerts and reporting tools at your fingertips, Silverfin makes finding key insights in data easy. So, you can spend your time connecting with clients and adding value.

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 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.creates capacity.

Armed with timely information you are ready to have more advisory conversations with clients. Then use these insights to create reports and new digital advisory services with improved communication and client satisfaction.

Run automated data queries to spot trends or issues which need to be flagged and investigated. Are debtor days increasing? Should the client be claiming for R&D tax credits? With Silverfin Insights you can help your clients run their business more effectively.

Dig into client data across your entire portfolio to identify trends, create performance benchmarks and identify insights to share. You can easily view data by client, period, book year, staff member or any other key attribute. Or create common queries across your client portfolio, using any of the data available.