Bring your budgets and forecasts to life with branded templates, automated data updates and tailored charts.
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.
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.
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.
“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
Right now, almost every software vendor in our industry is claiming AI leadership. Look closely and most of what’s sold are products that have been built because it’s become easier to build
Accounting firm leaders understand the need to modernise operational workflows, but many hesitate to act because they worry about the impact on day-to-day delivery. The potential for implementation to interrupt busy periods
Every file review surfaces insights that clients need to hear. Unusual cost movements. Approaching tax thresholds. Year-on-year trends that signal risk or opportunity. Your team spots these things as a natural part
For busy teams looking for accurate and consistent data, Silverfin includes a wide range of features to support every aspect of client account preparation, including cloud automation, client file standardization, and financial data analysis
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.
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