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Management Accounts

Easily prepare monthly, quarterly or annual management reporting packs to deliver enhanced value to your clients with our off-the-shelf templates and custom branding.

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Management Reporting

Polished and consistent reporting across your full client base

Produce polished and consistent client deliverables, every time with Silverfin standardised report templates. Add your own brand to client reporting packs that impress  on a monthly, quarterly and annual basis.

Quick and Customisable Management Reports

Customise our range of reports to create reporting bundles for the whole firm to use. Use our simple drag and drop tool to tailor packs for different client types. Add charts and graphs to bring client data to life.

Reports

Integrated and intelligent

Live data auto-populates from your working papers. Explore further as you drill down into the data or export as a pdf and share with your clients via our Pulse Portal.

Integrated and intelligent

Create Visually Impactful Management Reports

Wow your clients with high-impact report bundles, no matter what bookkeeping software they use. Add your logo, customise fonts, headers, table of contents and titles for a consistent and on-brand appearance.

Eye catching reports
Blick Rothenberg

“We want to maintain a personal service, offering high-quality services to our clients and allowing technology to enable that.”

Jim Brown, Managing Partner at Blick Rothenberg

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Frequently Asked Questions

With its Management Accounts module linked to live client data and Silverfin working papers it’s easy to prepare monthly, quarterly or annual management reporting packs. Our off-the-shelf reports can be tailored to your client's needs, adding custom branding and styling to deliver polished reporting packs to your clients.
Wow your clients with high-impact report bundles, no matter what bookkeeping software they use. Bring together any of our template reports, even add specific reports from your bookkeeping package and combine into a repeatable, standardised reporting pack. Add your logo, customise fonts, headers, table of contents and titles for a consistent and on-brand appearance.

No matter what bookkeeping software your clients use, with Silverfin you can produce polished and consistent client deliverables, every time with standardised report templates. Our open APIs and existing integrations with Xero, Quickbooks, Sage and many more ensure real time data flows smoothly into your working papers files. Plus, expand advisory services with branded client reporting packs that impress on a monthly, quarterly and annual basis.

Live data auto-populates from your working papers. Explore further as you drill down into the data or export as a pdf and share with your clients via our Pulse Portal.

 

Customise our range of reports to create reporting bundles for the whole firm to use. Use our simple drag and drop tool to tailor packs for different client types. Add charts and graphs to bring client data to life.

Speak to us today to learn how you can become a connected accountant.

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