Move beyond instinct-led management. Live client data provides visibility across work in progress, highlights risks and opportunities at portfolio level, and supports continuous process improvement based on reliable information rather than assumptions.
Manually reviewing hundreds of client files to spot trends and opportunities isn’t practical. Silverfin’s cloud accounting platform analyses data across your portfolio, allowing teams to filter by client, period, financial year and more to surface the insights that matter.
With built-in analytics, automated alerts and reporting tools, key insight is easier to find. This frees up time for client conversations and value-added work, turning compliance data into informed advisory discussions.
Set up automated alerts that notify your team when clients reach key milestones, encounter potential risks or meet compliance thresholds. Whether revenue is increasing quickly, margins are tightening or tax limits are approaching, continuous monitoring across your client portfolio helps teams respond as events occur.
Stay ahead: Automate portfolio monitoring through connected accounting, so important changes are identified early.
Never miss an update: Alerts highlight what’s happened and indicate where action may be needed.
Act with confidence: Use real-time data and insight from Silverfin Assistant, supported by charting and reporting tools, to start proactive advisory conversations.
Insights works with data already flowing through Silverfin from more than 50 bookkeeping systems. There’s no need for additional integrations, duplicate data entry or manual consolidation.
Silverfin’s cloud accounting platform connects smoothly with existing financial systems, supporting simpler day-to-day workflows while enabling value-added advisory services. With per-client pricing, an intuitive interface and a straightforward rollout, firms can realise value quickly.
Give teams access to live data, streamlined processes and automation that reduces errors and frees up capacity for higher-value work.
As the impact of artificial intelligence begins to be felt in industries everywhere, the accounting profession is no exception. So often the narrative around AI tends towards the negative, with headlines warning
For today’s accountants, growth means adding more value to their offering, not growing team headcount. Firms are under pressure to scale sustainably, deliver advisory value, and remain competitive in a market shaped
Trust is the currency of accounting. From compliance filings to AI-assisted recommendations, clients want more than answers, they want assurance that your processes are accurate, auditable and secure. In our recent Strategic
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 analytics, alerts and reporting tools built into the platform, Silverfin makes it easier to surface meaningful insight from client data — giving teams more time to focus on client conversations and value-added work.
With live client data stored centrally in the Silverfin Hub, teams always have access to the most up-to-date information. Working from a shared data source reduces duplicated effort, while automation helps minimise errors and free up capacity across core accounting work.
Teams can also set up system alerts to be notified when clients reach key benchmarks, encounter risk indicators or meet compliance thresholds. When limits are reached, alerts are triggered automatically so action can be taken at the right time.
With timely, reliable information available, teams are better prepared to start advisory conversations with clients. These insights can then be used to produce clear reports and develop digital advisory services that support stronger communication and improved client satisfaction.
Run automated data queries to spot trends or issues which need to be flagged and investigated. Are debtor days increasing? Should the client be claiming for R&D tax credits? With Silverfin Insights you can help your clients run their business more effectively.
Explore client data across your full portfolio to uncover trends, build performance benchmarks and surface insight to share with clients. Data can be viewed and filtered by client, period, financial year, staff member or other relevant attributes, with the ability to apply consistent queries across the entire portfolio.
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