Create professional, branded management reports automatically using data from your working papers. Monthly, quarterly or annual packs are generated with minimal manual effort, helping firms keep clients engaged and open up advisory conversations.
With Silverfin’s cloud accounting platform, reports are created once and reused across your client base. Packs can be customised for different client types using a simple drag-and-drop builder, while data is populated automatically from financial working papers and accounts production. Formatting is handled through automation, so teams can focus on analysis rather than layout.
Add charts and visualisations to highlight key figures, then drill into the data to explore performance in more detail. Show clients how results compare over time, where money is being spent and which trends matter most. Reports can be exported as PDFs and shared securely through the Pulse portal — ready to support meaningful advisory discussions.
Data flows automatically from working papers and financial statements into reports. Teams can drill into figures to explore further, then export reports as PDFs and share them securely with clients through the Pulse portal.
Apply your firm’s branding across every report. Fonts, colours, headers and logos can be customised to create consistent, professional packs that match the quality of your advice. Standardised templates, automated data from working papers and more frequent client reporting all come together — without increasing manual workload.
“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
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Designed for teams that rely on accurate, consistent data, Silverfin offers a broad set of tools to support every stage of client account preparation — from cloud-based automation and file standardisation to financial data analysis.
With the Management Accounts module connected to live client data and Silverfin working papers, firms can produce monthly, quarterly or annual reporting packs with ease. Pre-built reports can be adapted to suit individual client needs, with branding and styling applied to deliver polished, professional outputs.
Deliver polished, high-impact reporting packs regardless of the bookkeeping software your clients use. Combine standard templates with selected reports from bookkeeping systems to create repeatable, firm-wide reporting packs. Apply your branding with logos, fonts, headers, contents pages and titles to maintain a consistent, professional look.
Regardless of the bookkeeping software your clients use, Silverfin helps firms deliver consistent, professional client outputs using standardised reporting templates. Open APIs and a wide range of existing integrations ensure live data flows smoothly into working papers. Firms can also extend advisory services with branded reporting packs delivered monthly, quarterly or annually.
Live data is populated automatically from working papers, giving teams an up-to-date view they can explore in more detail. Drill into the figures as needed, or export reports as PDFs and share them securely with clients through the Pulse portal.
Customise a library of reports into reusable reporting packs for the firm. Using a simple drag-and-drop builder, packs can be tailored for different client types, with charts and visualisations added to make data easier to understand and discuss.
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