Insights
The redesigned Insights: what’s changing and what’s coming next
Insights has a new look, a new query overview page, more room for your data, and filters that apply in one go. Here’s what’s new, and what’s coming next. What we set
Collaboration where the work happens
Messaging, tasks and review are built directly into working papers and statutory accounts preparation. Every conversation is recorded with a complete audit trail, keeping communication tied to the work itself. No switching screens or losing context.
“The communication tool in Silverfin is excellent. It really makes life a lot easier as it ensures everything stays within the platform.”
Henry Micks, Accounting Team Principal – Accountant Online
Complete audit trails for every decision
When questions arise later – why an adjustment was made, who approved it, or what a client confirmed – answers are easy to find. Silverfin records all activity and communication against each client file, showing changes, approvals and discussions throughout preparation. Every decision is documented and every conversation logged.
Communicate without switching screens
Comment directly within working papers, tag colleagues on specific accounts and flag items for review – all in context. Communication stays connected to the numbers, not scattered across emails or separate tools. This keeps collaboration clear, reduces errors and avoids duplicated effort.
Client collaboration through Pulse
Provide clients with secure access to collaborate on working papers and financial statements through the Pulse portal. Clients can see progress clearly and share input without lengthy email exchanges, supporting more regular touchpoints while compliance work continues efficiently.
Everything in one place
Work together on the same client file at the same time. Assign tasks, track ownership and see progress in real time with full activity logs. Silverfin brings data, communication, tasks and review into a single cloud environment, giving teams clear visibility across every file.
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