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
Data Hub
Connect to more than 50 bookkeeping systems, automatically standardise client data, and give teams secure cloud access wherever they’re working.
The foundation for automated workflows
Bring client data together from Xero, QuickBooks, Sage, Excel and other bookkeeping platforms in a single cloud accounting environment. AI mapping automatically standardises different charts of accounts, allowing you to use one template across all clients. With connected data in place, workflows, reconciliations and reporting can be automated, saving time across the firm.
One platform, zero manual imports
Work in one platform regardless of where the data originates. Eliminate manual imports and exports, reduce version control issues, and avoid duplicated effort. Silverfin’s cloud accounting software gives teams secure access to client data from anywhere, supporting collaboration with colleagues and clients across locations.
Connected data across the practice
Use Silverfin’s APIs to connect the Data Hub to your wider technology landscape and enable data to move freely across the firm. Pull client information from CRM or ERP systems and share it with BI and reporting tools. Removing data silos is a key step in modernising accounting operations.
The foundation of successful automation
Compliance work like working papers, accounts production and tax calculations all depend on reliable data. The Silverfin Data Hub prepares this data for use and feeds it directly into automated workflows. Information flows between modules automatically, so work completed once supports multiple processes. Consistent, well-structured data underpins successful accounting automation.
“Data is the lifeblood of all professional services firms and we needed to ensure we could access and analyze our clients’ data… quickly, easily and at scale.”
Brian Murphy, Partner, Deloitte Ireland
Related content
ai in accounting software
3 things that have to be true before we let an AI agent near your work
An accountant’s name goes on the work. Not the software’s or the model’s. That single fact shaped every decision we’ve made about letting AI agents near a client file. We’ve been building
UI
How we redesigned Silverfin
From research to redesign In part one, we explained why we decided to redesign Silverfin, and the research we undertook to understand where we could improve. We looked at how quantitative and
