New and improved Silverfin Insights

New and improved Silverfin Insights
3min Read

We gathered some great customer feedback recently on how we could improve our Insights module.  Now it’s time to reveal the results!

But first, a reminder on what Insights is all about

It’s a powerful tool that lets you analyse data across your whole client portfolio.   

There’s no need to manually interrogate an individual client’s Xero or Quickbooks instance, or any other system for that moment. Because all your data is centralised and standardised in Silverfin, it’s available to you in just a few clicks. 

And with Insights you can set up automated triggers to notify the portfolio owner when certain KPIs, thresholds or other triggers have been met.  Say, when a client has gone over the VAT registration threshold, or the director’s loan account has gone overdrawn.

So how did we enhance it?

In a nutshell, we wanted to make it simpler and faster to query the data. 

First we introduced ‘recently used’ queries,  so now users can instantly access their most relevant queries.  (Oh, and also we renamed Segments to Queries because that just sounded better). 

We added Recommended queries too, to give you a helping hand and some inspiration. It’s often helpful to see commonly used queries for firms like yours. 

The date selection feature is now more intuitive so you can quickly query specific periods or financial years. 

Finally, we gave it a speed boost too. So if you run a complex query, it’ll process in the background, allowing you to continue to work in Silverfin, and just return to get the results whenever you want. 

How Insights can help you?  

It’s a sophisticated tool with so many possibilities, but here’s a flavour of how some of our customers are getting value from it:

  1. Identifying clients that may be affected by changes to rules and regulations.
  2. Monitoring key tasks across their portfolio so they can plan work more effectively.
  3. Checking if any employees are struggling to meet deadlines and whether assistance is needed.
  4. Spotting and following up on non-compliant files
  5. Find examples of how colleagues have dealt with certain scenarios and learn how to effectively handle them in your own files.
  6. Checking that the firm is meeting quality standards. 
  7. Identifying any client files with issues that could warrant a coordinated advisory campaign.
  8. Tracking KPIs across clients and setting alerts for specific situations so they can communicate this in a timely, proactive manner.  

There are more improvements planned, so watch this space!

More Posts

The limitations of Excel for accounting: why it’s no longer the go-to choice for Working Papers 

Excel for accounting firms has long been a staple. Its flexibility and accessibility make it an easy-to-use and essential tool for financial management.  However, as ...
Read More

5 Ways Accounting Workflow Software Can Help Your Firm

Your accounting firm may use workflow software to onboard new clients and manage deadlines, but workflow software can do so much more for your accounting ...
Read More

How Gravita is pioneering the AI evolution in accounting

Discover how UK accounting firm, Gravita is leveraging AI to automate manual processes and free up time to focus on value-added services.
Read More

How AI technologies are revolutionising accounting firms in the UK

AI is transforming accounting firms in the UK by automating tasks, enhancing data accuracy and boosting productivity. Here's how.
Read More

How to create an AI policy for your accounting firm

In this exclusive AccountancyAge article, Silverfin’s CEO Lisa Miles-Heal delves into why AI guardrails are necessary for accounting firms to maximise the benefits the technology ...
Read More
silverfin

5 ways cloud platforms improve accounting firm team collaboration

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

The Future of AI in Accounting: Where are we headed?

Four views from our Digital Accountancy Show panel discussion… Recently, I was invited to host a panel discussion on the second day of the Digital ...
Read More

AI accounting: 5 benefits of using embedded intelligence in your firm

Does your accounting firm struggle with increasing demands for accuracy and efficiency? Maintaining quality service in the face of growing client expectations and market competition ...
Read More

Silverfin launches guide to using AI to solve the accountancy sector’s ‘capacity crunch’

Written in collaboration with senior leaders at accounting firms flinder, Moore, and BKL, the whitepaper explains why AI and accounting automation software is the key ...
Read More

EP 7 – How AI is transforming bookkeeping: insights from Nicolai Thomson, Jenesys AI

Nicolai Thomson, CEO of Jenesys AI, discusses how AI is transforming accounting by automating compliance work and freeing up time.
Read More

AI vs Traditional Accounting: Which is More Efficient?

AI accounting automation software helps to enhance and optimise financial processes and tasks. The technology can help streamline operations and increase accuracy, doing much of ...
Read More

How to get started with AI in accounting: insights from Billie McLoughlin, 20:20 Innovation

Should accountants fear AI? 20:20 Innovation's Billie McLoughlin breaks down AI myths, practical use cases and how firms can adopt AI safely.
Read More

Let’s Chat

Scroll to Top