How BKL Maximises Efficiency and Profit With Client Automation Software for Accounting Firms

6min Read

Is your firm struggling with human errors, duplication of work, and a lack of available resources?

Client automation software for accounting firms is the solution.

Through automation, you can streamline and improve the preparation and management of your working papers as well as the quality of your reporting.

With your data in the cloud, you’ll have access to deeper analytics, which you can monetise and use as a competitive advantage.

BKL’s (a UK top 100 London accountancy firm) experience with client automation software mirrors the above.

Below, we’re breaking down their journey to finding a solution and digging into the transformative impact of client automation software on their accounting practices, 

What is Client Automation Software?

Client automation software for accounting firms automates and centralises tasks like data entry, making it possible to avoid duplication and human errors.

Having a single source of truth to manage and organise your client information, documents, and communications speeds up your firm’s efficiency, accuracy and service quality.

With less time spent on mundane tasks and automation handling large volumes of data to ensure compliance, you have more resources available to focus on strategic advisory roles and client relationships.

RELATED: Achieving New Revenue Heights With Post Accounting Software

The Challenge: Data Duplication and Lack of Standardisation

To see how data automation for accounting firms can transform your business, let’s look at BKL, a leading firm of accountants, tax specialists and auditors based in London with 230 staff members. 

Before finding a solution, BKL grappled with time-consuming manual processes and a lack of standardisation. With no clear system for “this is how we work”, the firm often had to deal with human errors, data duplication, and inefficient workflows.

“We needed a new solution for our accounting compliance function,” explains Jason Appel, BKL partner. “We wanted to free up time to free up time for our staff, enabling us to engage with clients more frequently and with better data.”

RELATED: The 3 Best AI Tools for Accounting

The Silverfin Advantage: BKL’s Transformation

Silverfin emerged as the solution for BKL, offering standardisation of working practices across the firm, automation, and real-time accurate client data.

Here’s how data automation for accounting firms helped to improve BKL’s efficiency and profitability.

Increased Efficiency

With Silverfin’s automation, BKL streamlined its processes, ensuring all client files were produced in a consistent, high-quality format. 

“On accounts where we have management information, management accounts, and bookkeeping, all flowing into the final year-end accounts,” says Jason. “It’s been one of the key benefits we’ve seen since implementing Silverfin over the last year.”

With standardised procedures in place, it has improved the firm’s operational efficiency, increasing capacity for more work without reducing the quality of work or increasing operating costs.

Time Savings

The adoption of client automation software at BKL marked a significant reduction in the time required for accounting tasks. 

“One particularly notable time-saving occurred with a set of accounts that previously took around 25 hours in 2021”, explains Jason. “However, in 2022, the same task only took 12 and a half hours! This substantial time-saving is solely attributable to the use of Silverfin schedules.”

With more time, BKL has the capacity to shift resources towards developing additional income streams, increasing profitability for the firm.

Client Satisfaction

By leveraging Silverfin, BKL drastically reduced the turnaround time for preparing management accounts. 

“Previously, preparing a set of management accounts was a manual process that could take up to two weeks”, explains Holly Moore, a manager at BKL. 

“With Silverfin, I can access the data instantly. The process is now significantly shorter, allowing clients to receive their management accounts by the 3rd or 4th of the month, rather than waiting until the 14th or 15th.”

That’s not all.

With the Insights module, BKL can improve their client relationships. The tool lets you interrogate data at a client or portfolio level and turn your analytics into talking points to drive advisory conversations.

The powerful charting and reporting tools make spotting and communicating trends in data easy, and you can compare clients’ data to identify any trends across your portfolio.

Using automatic alerts for when a client hits key benchmarks, risk factors or compliance requirements, you’ll never miss an opportunity. Your team will have the information to act proactively, which makes all the difference in delivering powerful advice that leads to better, longer relationships.

Collaboration 

Remote work is an unavoidable obstacle for modern accounting firms. Many are choosing hybrid or fully remote work modules, which adds a layer of complexity when it comes to workplace collaboration.

How can two team members efficiently work on the same client file and avoid geographical barriers impeding your firm’s workflow?

The answer is a cloud-based platform like Silverfin.

“We operate a hybrid office, with most employees working from home a few days a week, explains Holly. “Additionally, we have colleagues in India and South Africa who can access the files just as if they were in the office,” says Hollie.

That’s not the only benefit of switching to a cloud-based platform. It also reduces the burden on your IT team.

“Maintenance and software updates are installed automatically, so there’s nothing for the IT team to worry about,” explains Tom Li, Cloud Accounting Lead at BKL.

RELATED: Simplifying Tax Seasons: How To Automate Tax Workpaper Preparation

Embracing the Future of Client Automation Software with Silverfin

BKL’s journey from manual processes to automated efficiency with Silverfin underscores a broader narrative in the accounting industry. 

Client automation software for accounting firms is more than a tool. It’s a strategic asset that empowers firms to excel in a competitive market. 

The more efficient your firm is, the more time you have to focus on value-adds like advisory services and increase your profits. When your firm can deliver efficient service and strategic advice, it improves client satisfaction, mitigating the risk of churn and sets your firm up to become an indispensable part of each client’s business.

Book a demo with Silverfin today and start your journey towards operational excellence and sustained growth.

More Posts

silverfin

Using cloud accounts production software to enhance efficiency in your firm

Learn how to simplify accounting workflows with Cloud Accounts Production Software. Improve accuracy, automate tasks, streamline compliance.
Read More

iXBRL Tagging Tool: Ensuring Compliance and Precision in Reporting 

iXBRL, or Interactive eXtensible Business Reporting Language, ensures that financial reports are precise and compliant.  However, the process can be intricate and time-consuming.  Unless you ...
Read More
silverfin

How UK firms can overcome the challenges of cloud accounting adoption

Discover how to boost accounting firm team collaboration with cloud platforms like Silverfin, streamlining communication and tasks, and improving efficiency.
Read More

Product news: Streamlining workflows with improved navigation and review

Preparing and reviewing a set of accounts can be a juggling act.  Hunting for the data, document or email you know the client sent you, ...
Read More

EP 4 – AI: the good, the bad and the ugly | Dan Boyles, First AI

Ahead of 2025’s Digital Accountancy Show, we recorded a special episode with Dan Boyles, Head of AI Technologies at First AI, who will be joining ...
Read More
silverfin

Enhancing client relationships with digital accounting solutions

Discover how digital accounting solutions enhance client relationships in UK accounting firms through faster data sharing and responsiveness.
Read More

AI for accounting firms – insights from Silverfin & Gravita

Silverfin recently hosted a webinar to discuss the AI topics covered in our whitepaper, Beyond The Hype: The Real Benefits of AI for Your Accounting ...
Read More
cloud accounting solutions

Enhancing client relationships with digital solutions

Learn how cloud accounting solutions and digital tools help accounting firms build stronger client relationships and improve collaboration.
Read More
MYOB Partnership

Silverfin announces partnership with MYOB to deliver cloud-first solution to accounting firms in new markets

Silverfin has announced a partnership with MYOB to deliver its cloud-first solution to ANZ accounting firms. Find out more here.
Read More
DAS AI panel discussion

Making AI Humanly Possible: A People-First Conversation on AI at DAS 2025

At this year’s Digital Accountancy Show, Silverfin had the privilege of hosting a panel that tackled one of the most important—and often overlooked—aspects of AI ...
Read More
accounting compliance software

Choosing the right accounting compliance software for your firm

Struggling to keep up with UK accounting compliance? The right software can automate tasks, improve accuracy, and reduce regulatory risk. Discover key features to look ...
Read More
EP 8 – How AI is shaping the future of Silverfin: insights from Martin Nielson and Nick Meerlaean, Silverfin

EP 8 – How AI is shaping the future of Silverfin: insights from Martin Nielson and Nick Meerlaean, Silverfin

AI is playing a pivotal role in the evolution of Silverfin’s products, as outlined by both Nick Meerlaen, Product Manager, and Martin Lysholt, VP of ...
Read More

Let’s Chat

Scroll to Top