Professional reporting without the workload
Bring your budgets and forecasts to life with branded templates, automated data updates and tailored charts.
- Branded firm-level reports, customised by client
- Data and graphs update automatically
- Create compelling budgets and forecasts
- Combine with accounts, tax and external documents
- Start advisory conversations based on powerful presentations
Professional reporting without the workload
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.
Design reports according to your brand
Silverfin Management Reporting is linked to your live client data, making it easy to create powerful reports and deliver enhanced value to your clients using automated charts and graphs.
Prepare monthly, quarterly, and annual management reporting packs with your logo, customise fonts and titles for a consistent and on-brand appearance. Firm-level report templates are easy to customise at a file level to reflect client needs and preferences.
Prepare monthly, quarterly, and annual management reporting packs with your logo, customise fonts and titles for a consistent and on-brand appearance. Firm-level report templates are easy to customise at a file level to reflect client needs and preferences.
Streamline compliance with automated, integrated reporting
Effortlessly create and customize reporting bundles that serve your entire firm with ease. Our flexible, drag-and-drop tools allow you to tailor report packs to suit different client needs, making it simple to deliver relevant insights across your compliance suite.
With seamless integration of Accounts, Tax and external documents, you can compile polished management packs that showcase data in a clear, compelling format—providing clients with valuable insights in a way that’s both efficient and easy to understand.
With seamless integration of Accounts, Tax and external documents, you can compile polished management packs that showcase data in a clear, compelling format—providing clients with valuable insights in a way that’s both efficient and easy to understand.
A simple integration for unmatched value
Silverfin connects effortlessly with the leading financial software you already use, simplifying daily tasks while opening up new revenue streams through value-added advisory services. With per-client file pricing, an intuitive interface and quick implementation, Silverfin maximizes ROI from day one.
Empower your entire team with real-time access to the latest data, streamlining core accounting workflows with built-in automation that reduces errors and frees up time for higher-value work.
Empower your entire team with real-time access to the latest data, streamlining core accounting workflows with built-in automation that reduces errors and frees up time for higher-value work.
Design reports according to your brand
Silverfin Management Reporting is linked to your live client data, making it easy to create powerful reports and deliver enhanced value to your clients using automated charts and graphs.
Prepare monthly, quarterly, and annual management reporting packs with your logo, customise fonts and titles for a consistent and on-brand appearance. Firm-level report templates are easy to customise at a file level to reflect client needs and preferences.
Prepare monthly, quarterly, and annual management reporting packs with your logo, customise fonts and titles for a consistent and on-brand appearance. Firm-level report templates are easy to customise at a file level to reflect client needs and preferences.
Streamline compliance with automated, integrated reporting
Effortlessly create and customize reporting bundles that serve your entire firm with ease. Our flexible, drag-and-drop tools allow you to tailor report packs to suit different client needs, making it simple to deliver relevant insights across your compliance suite.
With seamless integration of Accounts, Tax and external documents, you can compile polished management packs that showcase data in a clear, compelling format—providing clients with valuable insights in a way that’s both efficient and easy to understand.
With seamless integration of Accounts, Tax and external documents, you can compile polished management packs that showcase data in a clear, compelling format—providing clients with valuable insights in a way that’s both efficient and easy to understand.
A simple integration for unmatched value
Silverfin connects effortlessly with the leading financial software you already use, simplifying daily tasks while opening up new revenue streams through value-added advisory services. With per-client file pricing, an intuitive interface and quick implementation, Silverfin maximizes ROI from day one.
Empower your entire team with real-time access to the latest data, streamlining core accounting workflows with built-in automation that reduces errors and frees up time for higher-value work.
Empower your entire team with real-time access to the latest data, streamlining core accounting workflows with built-in automation that reduces errors and frees up time for higher-value work.
“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
Speak to us today to discover the power of enhanced accounting.
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FAQs
What types of management reporting packs can Silverfin produce?
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.
How customisable are Silverfin’s management reporting templates?
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.
Can Silverfin integrate data from various bookkeeping systems into management reports?
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.
How does Silverfin ensure that management reports are both comprehensive and easy to understand for clients?
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.
