In the first of a series of webinars, Mark and Hannah focus on working papers and its advantages over traditional accounting methods. They highlight how Silverfin integrates multiple functions into one platform, enhancing efficiency and collaboration while reducing errors. The platform’s open API allows for seamless data flow and interaction with clients, while templates streamline data entry and reconciliation processes. Participants are encouraged to engage with questions, and the session promises future webinars covering various aspects of Silverfin’s offerings.
Thanks all for joining us today, to go through this Silverfin deep dive. This is the first of a little series of webinars we’re doing where we just kinda hone in on a particular element of the system. This one today’s working papers, but the other ones will kind of go into accounts, production, tax, and then a few of the reporting bits and bobs down the line. So without further ado, we’ll crack on. Couple of quick intros. My name is Mark. I’m a senior account executive at Silverfin. Coming up to about three years here. Before Silverfin, I was working with Xero doing a very similar kind of role where, we or I I specifically was helping firms who had a real strategic plan to adopt Xero, pick up that platform. And I do the same here at Silverfin as well. I’m not an accountant by background. That’s why I’ve got lovely Athena here today. Hannah, do you wanna give a bit of an intro to to yourself and what you do here and your background too? Hi. Yes. So I’m Hannah, and I’m a customer success manager at Silverfin. I’ve worked here for almost four years now. My background is, as Mark said, I’m an accountant. I was an accountant who worked in practice for about sixteen years, but where me and Mark first started our journey was at Xero. So I also moved across to Xero from practice, working as a partner consultant. So, working with accountants on their, strategic projects around cloud adoption, and then similar to what I’m doing now in terms of rolling out those big expansion projects that we see across multiple offices, multiple firms, and instilling really good change management when we’re doing that. Lovely. Thank you. Just to let you know, we’re recording today. So if you’ve got a drop off at any point, don’t be too worried. We’ll get the recording across to you. Q and a should be open. So if you’ve got any questions, feel free to type them in that, section, and we’ll an hopefully, have some time at the end to answer those. At the end of things too, we’ll have a little poll, just to get a little bit of feedback from you and how you want to kinda take things forward. But with that said, I’m gonna start off with a bit of a, well, a couple of slides and a and a slightly grand statement, just to paint the picture about what we think Silverfin helps and changes in terms of challenges you guys face within your firms. And one big belief we have around that is the current technology you use around your compliance, workflows and processes is that it’s limiting your firm’s potential. And the reason we sort of believe that is that that process that you that you, go through, your work in papers process, is largely based or or tends to be based on a bit of software that’s coming up or actually already is indeed forty years old, and that’s Excel. You know, we don’t think these days that that’s a, a best in breed approach of taking sure it’s got its it’s it’s got its places to be used, and it it does have its, does have its merits and benefits. But we believe that, you know, Silverfin being structured and and and kinda tabulated and and and, a templated tool is is where you guys need to be today. And businesses can’t really work in that old way anymore. You know, these days, we are spread out across offices, where you’re perhaps working from home. There’s a lot of, outsourcing now being done within the industry and these businesses that that offer that service they’re based, you know, a lot of the time overseas as well. So we can’t really work in a way, or work on a bit of software. We’re gonna call Excel that that’s that’s that’s close to four four decades old these days. And coupled with that, lots of firms have, what we call, like, a a modern firm in inverted commas these days, have lots of different bits of software working in different ways. These tend to be working in isolation. They don’t talk to each other. There’s perhaps a mixture of, softwares that are cloud based, some that are, non cloud. They’re they’re they’re one service. They’re they’re on, virtual service. They’re in situ. Some places still using some manual ways of keeping data as well. And even firms that have started to use cloud, it’s still largely disconnected. So you might have a very shiny, up to date, WYSI practice management tool that doesn’t talk to your esigning tool or your accounts tool or your tax tool. These might not talk to HMRC in the right way. Your general ledger data coming from your computer systems, that might not not quite talk to systems in the way they want them to as well. So, yes, we’re beginning to move to, these more, cloud enabled softwares, but we’re not having those joined up and talking to each other in in the most efficient and streamlined way. And that’s how we step in. So we are beginning to group, at Silverfin and and have been doing for quite some time now. A lot of these functions in one place. So we’re really centered around, as I mentioned, the working papers piece, account production, tax and reporting, and a few other bits and bobs. And then we have a very open and accessible API to talk to the other solutions out there that can pick up your esigning, your tax management pieces, that general ledger data, and off to the governing bodies like HMRC and company’s house to begin to build a connected tech stack of best in breed solutions rather than perhaps using a bit of software that’s either old and outdated or, a jack of all trades rather than master of none. That’s the kind of the the grand picture and and an idea behind, the silicon solution. What does it look like? Well, a very high level. This image just shows us a little bit about, how a client file can flow through the platform. I’ll spend about a minute or two going through that, and then Hannah, later on today, is gonna give us a bit of an actual live demonstration about what that looks like. But, But, essentially, we’re powered by bookkeeping data. We’ve got some favorites here in terms of, you know, maybe some of the more prevalent cloud solutions that we, we all know and love and use within practice. But we’re completely agnostic, so don’t worry if you don’t see if you have a client that’s on a booking platform that you don’t see here. As long as we can get hold of a, trial balance set of data either through a sync or through a a direct, BSP or or Excel input, we can work with that data and get you on the Silver platform going forward. One of the nice things that we do with the cloud solution is we have live syncs with those. That really takes any need for you to worry about putting that data in, you know, off your mind. And the first thing we do with that data and pull it into what we call the data hub is convert it to a standard chart of accounts. So no matter what’s going on here in terms of, chart of accounts used, a standard one of silver bin is then applied, and that means a couple of things, can can then be allowed going forward from a kind of working perspective. First of all, we can treat all our clients in the same way, and that means we can use the same workflows to manage them. Secondly, we create a a database of client data all in the same language, all in the same format, which means you can query it, reference it, search it, find trends, find benchmarks, and analyze it all in the same way. So we create a very clean way of working and a database of client data that can be searched, you know, across the board. The sort of main jobs we replace are highlighted here in these three circles. Sometimes we include management accounts as as a fourth one. But, essentially, these are the areas that we’re we’re kinda replacing. And these all take place a bit still within. And if you think back to that slide I showed a minute ago where we had that messy sort of server infrastructure, different bits and bobs talking to each other, we do these three three jobs in one place. They all talk to each other. That’s why these these symbols overlap. They kinda signify how data flows between one place seamlessly. There is no need to kind of download your work and papers data, reformat it, and push it into your tax products or your accounts products. It all talks to it in a Silverfin system, and that creates a much more streamlined and efficient way of working. Erisks the need to move data about. E risks and and and and stops the need to have to reformat it and creates a much more streamlined connected way of working. Around this, we’ve got a couple of sort of sub tools. So AI, very much the the kind of buzzwords, of the last two years. Any conference you go to, I think every single talk has an AI centered piece around it. I cringe a little bit sometimes because it it it does feel overused, but we’re quite lucky it still has been in the sense that we bought, an AI company about seven years ago. They’re now fully, part of our business. They don’t exist separate anymore. They they are part of our our Silverfin business, and they really, act as our r and d and a research team when it comes to pushing the boundaries of AI. Also means that AI is really woven into the platform and it has been for a long time. It’s not this little shiny tool we’ve turned on in the last eighteen months or so, to sort of, you know, jump on that that bandwagon, so to speak. So it helps with the mapping of client data from from one chart of accounts to the next. It helps with the push and pull of data between the different workflows. It’ll make suggestions that if you’re perhaps working in a certain way here and there’s a corresponding disclosure note or note on the accounts to be made here that you’re doing so, and it does sense check the quality of the data as it flows through from the systems into Silverfin and ways of better facts against against anomalies. The whole idea behind it is to save time and teach people where to kind of look to, pick up bits of data that might cause problems down the line. One of our favorite pieces is the review process, and this really helps firms build a very structured and controlled and risk free way of reviewing the work that’s been completed. And then last of all, this sort of flows into the whole collaboration theme as well. So no matter where you’re working, whether you’re in the office, at home, picking up something remotely, you could pick up a client file and still within at any given time and see exactly what’s going on with that client file, all the contacts, get it status, all that kind of information at your fingertips to make sure you know what’s happening at any given time, across that that client job. Mentioned before, we’ve got our open API. Of course, you can submit your accounts and tax off to companies house and HMRC from this. And this API can also talk to your systems like Carbon, FYI, to help with that tax management piece, Clint you know, any third party system, basically, you know, we can we can talk into and tap into. And then last but not least, we have the customer pulse also. If you want to share documentation through similar to your clients, interact with their clients, ask questions of them, take out questions of you, we have got that option as well. One last little bit before I move on. Everything we’ve talked about here is modular. So if you have a work of papers need as as it is your kind of priority piece right now, that’s fine. You only use the work of this module. If that graduates a tax, then we turn on the tax module when you need it. The same for accounts, the same for pulse, all that sort of stuff. So you can go a real pick and choose, and kinda pick and mix approach to how you can adopt and work with Silverfin and perhaps you get a phased rollout with with the platform, across your practice. Similarly, we’re very good at doing large scale rollouts across larger firms or more complete pieces of migrations from your current system. You can look at taking some of them, in its entirety as well. Last couple of slides before I hand over to Hannah and and and, hopefully, haven’t killed you all off by a PowerPoint deck. What does this all mean? Some nice stats here, on the page from a couple of our customers, about the ROI or the ROI, you know, return on objective that we deliver. EKL really boast about saving close to half, if not more than half sometimes across some of the jobs that we work from them with. First, we’re able to increase their their revenue across the practice by implementing Silverfin by about two hundred k figure that you see there. And one of the PQF firms were able to increase the number of reviews, across the work they were doing in the platform and really ensuring a quality of work going out there. So these might resonate to different firms in different ways, but, essentially, what we deliver back is capacity. It it’s more time, save us so we’ve been more time that you can then go use across the rest of the firm, whether it be acquire more clients, acquire a practice, see that client in person. It’s sort of about increasing the capacity that we that you have at your disposal within the practice. And last but not least, just a few examples of firms that we work with. And it’s not up just about big firms at Silverfin. We have firms that are aspirational, kinda looking to be the next up and coming firms and move into that kind of top one hundred or top two hundred kind of firm space. We’ve got firms that work with a or work in, like, a very acquiring environment, so they’re buying firms here and there. So it’s a great tool to help standardize the process they have across the systems, and and the firms that they acquire. Pioneering firms, again, these guys are are at the edge of using new tech, kinda working smarter rather than harder. And then, again, on the right hand side, a couple of top hundred firms that use Silverfin to perhaps refine and streamline their processes and work smart and agile across the different locations that they they’re active in. Last but not least, we, we we’re not just kind of flashing the pan bit of software. We’re now helping, over a thousand firms. I think we ticked over a thousand firms a couple of weeks ago. That’s globally. Within the UK, we have a lovely chunk of the top one hundred, and it’s nice to post about that. But like I said before, you know, we’re a great solution for all sorts of sized firms. Close to working with four hundred thousand different clients, within those firms as well. So, a great breadth of knowledge and experience across those those different clients that are out there. And we do operate outside the UK as well. So our core markets are the UK, Belgium, Netherlands, and Luxembourg. But beyond that, we’re working, in six different countries. So I think every continent we touch on now. So, yeah, you can take silicone and use it in in much more, far flung areas of the world as to if that’s needed. I believe that’s over to you, Fernet. Thanks, Mark. So, yeah, as Mark mentioned earlier, we are taking a bit of a focus in each of these different sessions. So is my screen sharing, Mark, just to make sure? I’m gonna stop sharing mine. There we go. So Yeah. Yeah. You can share if I wasn’t doing. Sorry. Perfect. So yeah. So today, I’m gonna take more of a deep dive looking at working papers. Each of the different sessions, we will try and pick up different areas of soft the software so that you can take a different look in in those each different areas. So just quickly on our working papers, as Mark mentioned before, the data that is driven, within the software itself comes from either direct syncs with your bookkeeping system, so the live data that exists. And as you can see in this company that I’m using today, we sync that every night automatically. So you don’t necessarily need to be in the software syncing the data yourself. That is working within real time pulling the data. And a bit later on, I’ll show you what that data looks like within the template and how you can start to use that data, to drive the working papers. Also, we work within our different workflows. So as you’ll see, I’m gonna focus on our working papers today. But, actually, we can start to split those up, and divide those in a specific way of working. So it might be that you’re doing management accounts for a particular client, and, actually, the work that you do there isn’t the work that you’ll do necessarily at year end. There might be more in-depth schedules and templates and checklists that you need for that. Therefore, you can start to divide these workflows up, to suit the work that you’re doing. Now within each of our workflows, we also have what’s called our workflow progress bar. So worth a mention that when you’re working within each of these different workflows, as we said before, they’re all talking to each other. So you might see that as I’m working through this session today, my progress for my working pay papers will be constantly increasing as I’m working through these files. But, actually, you’ll notice that also my UK corporation tax will also be increasing and my account production as well, because all of those templates are interlinked, meaning that really you’re only doing the work once in one place. So that’s why we see quite a lot of the efficiencies and drivers around saving time is because, actually, you’re not then having to duplicate that work by putting it into a separate system. It reduces errors in that way, so there’s less likely to be, any data sat within different systems that is incorrect, and you’re saving time having to duplicate that. So they all speak to each other, and it all sits within one nice place. Within the workflows themselves, they all look pretty similar in the way you have them laid out. We do take a balance sheet approach. So you’ll notice that anytime you’re working through working papers, a lot of our balance sheet templates will be automatically highlighted for you to complete. And then with the p and l, unstad, we call it, so we we go through this unstad approach. So that will set unstad, waiting for you to include any schedules that you want. So each of these workflows are set at a firm level, allowing you on a client level to then decide which of the templates and schedules you require by starring and on starring them. So they are customizable in a way that you can manipulate some of the layout of where you want these schedules to set. You can include and not include some of these as well. But, generally, you’ll be using our filtering system and our searches to easily navigate and work through your file. So once you’re happy with the schedules that you’re gonna include, you can then filter to to, have a more condensed view within there. If we wanna gamify the process, you’ll see that there’s loads of different colored symbols that we use in terms of, agreeing our files and getting to that workflow progress. So you’ll see what what we’re aiming to do is try and turn our red triangles where the data that we see coming through from the bookkeeping system or from that uploaded trial balance or general ledger doesn’t actually agree yet to the schedules, the working papers that we have on file. So anywhere where you have these, red triangles, we wanna aim to turn those into our green circles. And that’s how you’ll know the work is complete, and no further action needs to take place on those templates. Now the one other really big saving that we see with our working papers and accounts is the ability to roll forward. So the majority of you previously may have been using Excel where you know that it’ll probably take quite a lot of time in that in the start of the job rolling forward all of your working paper schedules, getting the data right, ready to even start the work. So with our ability to copy forward our data, in actions, we have the ability to copy your template data in bulk. This just allows you to roll that data forward year on year or period on period, however you wanna do it, and do that in bulk. So you just go through and you select the workflows or the templates that you want to roll forward in the click at the click of a button. So you’ll see anywhere where we already have workings, it will also, make that of, available to see. So you can just pick and choose which of these templates you do want to roll forward. So we always recommend that you do that in bulk at the start of a job so that you can have that data ready for when you start. A couple of the working papers that I did just wanna run through and show you how they work in more detail. Firstly, you’ll see I’ve got my tangible assets, which is made up of multiple reconciliations and template data. So your template data where you’ll see these nominal codes, which are my zero nominal codes coming through, you’ll see that they are unreconciled, and the data here is, linked to that financial data. Now if I wanted to reconcile these templates, I want to be doing the work in my main reconciliation. So my fixed asset register, it’s almost like a lead schedule to all those account templates, pulling in the data and agreeing it back to the trial balance. So you’ll see in this particular template, I’ve already started off by rolling forward my data for the previous year, meaning that, actually, all I need to do for this particular asset is just post my, depreciation journal. You’ll see that the difference here is represented by my depreciation for the year, or for the period to date. And, actually, Silverfin is suggesting the adjustment for us. So it’s taken away a lot of the work that you need to do manually, or calculate through a spreadsheet. The system is working that out based on our method of depreciation and what we’ve put in as, our useful life and calculating that information itself and presenting the adjustments required for that. So for this particular item, all I need to do is post my adjustment. It’s giving me the description. It’s telling me the balances, and all I need to do is add that journal in to then reconcile that particular item. So really easy, and slick in the way that it presents that information for us. Now you might have instances where this could be our first year. We’ve previously been working on, say, Excel. All of our templates offer the ability to import data into them. So if you have that data from your client or it’s an existing, working paper that you’ve had in previous years, don’t be afraid of importing that data and using the template still. So because all of our data speaks to each other, if you import that into this template, then not only will it exist within the working papers ready to roll forward year on year. So you’ve got that calculation running constantly. You’ve also then populated your fixed asset notes in the accounts. So that’ll all be populated and ready to go with your financial statements. And then if you’re using our corporation tax, then it also sits within your capital allowance calculations, and the tax treatments will be applied there. So as I mentioned before, we’re doing the work in one place, and that’s then filtering through to all the over work working papers, saving you loads of time when you get to that part of the job. So if we did wanna use, import a file here, you can either use a template, and one of these will exist on every single template that exists within Silverfin, or you can just use a template that you already have set up, from your previous working papers. And all you need to do is just guide where you want that data to sit by mapping it into the different columns. So if I just pull this data in for my, office equipment and we jump down to that section, then we’ll see that that’s now brought in my acquisitions. And because we’ve told it the, depreciation method, it’s gone away and calculate depreciation for us for the current year, and it’s presented the journal for us to post on here as well. So don’t be afraid if your client is providing that data. There may still be benefits to you still importing that data if you need to, within there. So if we post the adjustment, then that will, leave our, office equipment reconciled. So then if we go back into the main working screen for our working papers, we’ll see that where we had multiple unreconciled items before, everything is now reconciled and ties in to the trial balance figures, with our own adjustments on there. So really great way to get the data in, and use the roll forward capabilities, to save time, on preparing that data. Now another template that we, have where we use the pre bill template in the background. Now we do have loads of different templates for all different areas. So things like your age debtors, age creditors, bad debt calculations. And I am only gonna touch on a few today. Prepayments is one, again, where we can use the data from the prior period to roll forward into the template and start to use that data for our current period. Now you’ll also see in each of our templates, we have what’s called our communication panel. This is where Mark mentioned before that we we choose to collaborate within our files. Now each of them has an assistant tool. So the Silverfin assistant element is that AI built into the platform that’s gonna check all of our data for any anywhere where it thinks, data should be, checked or any anomalies. So say, for instance, you’ve got eleven months rent, we should have twelve. It will serve that up to us, within the assistant, area, which we’ll take a look at later. But but within each of the templates themselves for you to then as you’re preparing the file, be able to bring that data in and work with it within those templates. So it’s already presented to me that I haven’t yet copied the data forward. So if I wanted to use that tool, I could just copy that data forward within here. With the communications as well, you’ve got the option to raise communications anywhere within the file. So as a preparer is, preparing the file for the review, they might be making notes, which are just general pieces of information, or they might be creating to do. So this could be something, that we want to flag to the client or to flag to our managers and partners. And these each of these to do’s will, be forming part of the completion progress as we’re going along. So always be aware that to do’s needs to be completed. Now as we start to, write messages within this, communication tool, you can start to tag people within there. So if there’s a particular user that you want to flag this communication to, you can, and start to add data in there that’s relevant for them. But then we also have what’s called our communication tags. So if this was a particular question for a client or a manager review point or a point for manager, then we can tag it in that way so that we can use that later on when looking at our communications as a whole and when the reviewer is doing their review to really hone in to what each of those communications really represent. Within our, data as well, there’s the ability to attach any information, that sits within your documents area or from anywhere within the file as well. And as mentioned before, we have the ability to present that journal for you. So it already knows based on the movement between this year and last year and the current calculations. So what what when I’ve rolled forward this, particular item, it’s already now worked out for me that there are only two months left of this three months, prepayment. It’s already served that up for me. It’s calculated it for me within this template already, and it’s serving up the adjustment that I need to make, which I can then just include as part of that adjustment. Another really great way, to navigate around the system. So although you can jump back into your main working papers, a lot of the time, especially when you you might be reviewing or checking different bits of data, you wouldn’t probably take a methodical approach. You might wanna jump different sections. So you can use this navigation pane while you’re in prepare mode to jump through those different sections. So it might be that you start to search within this area to jump to those different sections. Just meaning that you can navigate across the file really quickly, really easily. Anyone who likes their quick links can also use our control j to also jump into different, parts of the file as well. Now another really great template that I absolutely love is our higher purchase template. So we do have an element of AI that supports this particular template as we do across quite a few of the other more manually input templates where we see a lot of time spent keyed in that data. Now there is the option to just upload a PDF, which will instantly then bring that data in for you. But just to show you how the template works from a manual perspective, is that all you need to do really is just key in the data as per your HP agreement. So per things like your purchase price, your purchase date, if you have any deposits on there that you need to enter. If you know what your, finance cost is, then you can key in that data. But, really, the the only data that is needed for these templates will be represented by these red boxes to to to prompt you as to where you need to enter that information. Now once I enter my payments, and all of the other data, is already in there for me, then that will throw out a full, HP agreement calculation. So over the life of that entire higher purchase so previously, you probably would have been using an Excel spreadsheet, which had loads of formulas in the background, which probably really hard to keep up to date or check if they’re even running correctly. Now all you need to do is just enter the data in, and that will throw out, based on the interest spreading, charge that we’ve selected as well. So here, I’ve select the sum of digits. We don’t necessarily need to choose that, but that seems to be the most popular. That will then throw out the calculation for you for them to use, manipulate in any way if you need to. So if you need to add adjustments in, you can. If you need to change the payments, you can. That will all be updated within the set schedule as well. So definitely a really good template to use, really easy and straightforward, especially if you do start to use the AI tool here where all you need to do is upload a PDF document, and it’ll all see all that information into the template itself. And, again, we’re serving up that adjustment for you. So like the majority of these templates, we have the ability to pull the information to tell you, well, actually, you’ve got sixty nine pounds worth of interest that needs to be posted, because the information, the client details didn’t include that. And it’s a case of posting that adjustment. It will also include anything in terms of your disclosures. So anything beyond a year that needs to be split in that way can also be included in that adjustment itself. So a really good template where we do use the AI, and I can show you how that works in more detail, is across our, reconciliations. So for our VAT, we’ve got the option of using multiple templates to do our calculation. And this particular VAT template is a more condensed view where we key in just the relevant information that’s required. There are more robust, but templates that you can use within the system, completely up to you. A lot of what you do and the templates that you work will be driven by the client, and the level of detail that you need to work through to get the results that you need for your supporting schedules. So although we have the templates embedded, there are instances where all the templates might work better. So for this particular template, this is our VAT reconciliation, and I am just gonna upload my two VAT returns I want it to analyze. Now I am gonna pick these up from my document section because my client through the pulse area has already provided those, to me. But if I just jump into our VAT return and select multiple documents at once, So you can do all four if you want to in one go. And I’m just gonna pull those in and allow the Silverfin assistant to to analyze that data for me. So what it’s gonna do, it’s gonna look at that PDF. It will pick out the relevant information that exists within that PDF document, and then it will take that data and it will populate the template for you. So, again, we have this live within our VAT templates, our higher purchase templates. It also works within our bank loans, and we’re making further improvements that to that across other templates. And a lot of this comes from our customer feedback that we really value and take on board, in any of our product development around the templates that you see and reconciliations that we have. So you’ll see that it’s extracted the data from each of these, VAT returns. You’ll see both of them, and it’s attached them all in there for you as well. So you’ve got copies of them, within the template. But anywhere that is showing as a purple box, it’s showing that that data is being extracted straight from that PDF. So whether cash accounting should have been applied, it will automatically set select that. So we’ve got the additional boxes here then to fill in around found debtors and creditors, what the frequency is. So was it monthly? Is it quarterly? And how many quarters, we need? And it will also then pick out those figures on that VAT return. And if you click on each of these figures, it will highlight exactly where that information is coming from, so you can easily see if it’s pick ups picked up the correct information. Once you’re happy with that, you’re happy with the information that’s being pulled in. You can accept those changes, and that will then save within the template itself. So a really good way of getting that data in without having to manually enter any of that data. Back within our prepayments, I’ll also show you how when we’ve got those live syncs connected to the data, within each of the templates, we have that information sat in the background. So straight away, without having to navigate back to the data, you can see exactly what exists, exactly how that information was made up on the bookkeeping system. And if you do have attachments, they will will also exist within Silverfin for you to use. So you can use this data within your templates to do the workings, if you if you wish as well. Quickly just gonna show you from a reviewer’s perspective then. So once the the file has been prepared, you you can then jump into this review mode, as a reviewer and review each of these schedules either top to bottom by scrolling or using our filters as we did before. So looking at anything that I’ve not yet reviewed and working through that in a methodical basis. Or like me, when I was a manager, I would always jump to a particular section. So that might be my bank account first. So first, I wanna know if that’s completely reconciled before I even move on to any other template. And as you do, you’ll work through and mark this as reviewed. Now there can be then a secondary, third, fourth, however many many you want lines of review. It’s just the next person will come in, and they’ll also see the mark as reviewed. You’ve also got the option to compare prior periods. So if, for instance, we wanted to compare our fixed assets this year compared to last year, we can also view that by switching on and toggling on our period comparisons to see exactly side by side what changes have been made year on year. So really easy for the reviewer to see that. In the same way that the, preparer will be communicating on a file, you as a manager will also be adding in anything, that you you need to for the preparer and flag those as review points, so that they can build up, a good list of what’s needed to be done on that file ready for completion. Within here as well, you are also able to filter on those tags. So if this is second, third review, there might be tags in there. They’re completely customizable to your firm, so it might be that you add more in there that are more relevant for you, but they can start to be filtered on as well. They all then sit within our communication hub. So once all of the collaboration has happened, you can just jump into this communication area. And this is, the view will be by user. So any that I have unread will sit as unread, for me, and I’ll be able to either jump into the different sections and see what needs to be done. I can also jump straight into the template if I need to by clicking on the link to see exactly what’s going on within that communication. But you’ve got loads of different filters that you can use. So filtering on those tags, for instance, to see exactly what you need to see as, a user. All of our assistant, communications also sit nicely within our assistant tab. So not only do they sit on a template rep level, as the preparer is working for a file, the reviewer can then come in and have a look at all of the different checks that may have been, served up to the user, at a high level. So loads of different areas around. So here, for instance, it’s more looking at where the data might be missing, or there might be specific checks relating to accruals and prepayments that may have needed to have been, checked. So, yeah, as I mentioned, the great features around time savings, being able to bulk roll forward, and having that data all within one place. But, yeah, any questions that anyone has? Yeah. I’ve not seen any flow through, but we’ll give some the the guys thirty seconds or so just in case. I think we delivered on the promise that I was definitely with a deep dive. Thanks, Hannah. Loads of details there. But, yeah, if any more questions, have arisen from that, you know, I’ll give you thirty seconds or so to to pop those in. I will I’ll be answering that all. Just open up a quick call, and that’ll be whether to, for us to reach out to you after this, webinar straight away with more information, more of a chat, more demos if that’s needed, anything along those lines. Or if you’re here just for a bit of a passing passing glance of what we do, we can leave you alone and and not not follow-up afterwards. So, yeah, another ten seconds or so pop any questions in the chat that you might have. If not, I shall open up that poll, and that’ll be the the closing part of the webinar for us today. Right. Q and a is still open, but I’ll open the the poll as well. As I say, let us know if you’d like us to reach out after this webinar with more information, or if not, that’s fine. We’ll leave you alone. Other than I think we’ll share the recording with you at the very least. You’ve got that to, to look into and share with colleagues or watch again if you loved it so much. Leave it open for another ten seconds or so. Right. Fantastic. Gonna give that a close now, but thanks very much for responding if you did. And that concludes today. So thanks so much for sticking with us. Hope you found that insightful. The next webinar will be following on in a matter of a month or so’s time, and I’m pretty confident that we’ll be focusing in and honing in on, the accounts production side of things. So, yeah, hopefully we see you there. Thanks very much. Take care.