Working Papers
Close the books faster with intelligent working papers software
Bring compliance into a connected, end-to-end workflow. Replace disconnected spreadsheets with digital working papers that automate checks, standardise quality and give teams more time to focus on clients rather than administration.
Reduce manual administration through automation
Silverfin connects with your bookkeeping software to bring data directly into automated working papers. Standardised templates remove manual data entry, while roll-forwards and adjustments are handled automatically. This allows teams to focus on review and client work rather than routine admin.
Collaborate clearly, without disruption
Multiple team members can work in the same set of digital working papers at the same time. Track changes, leave review notes and assign tasks directly within the file. Even when teams are based in different locations, cloud-based working papers keep collaboration straightforward and connected.
Standardise processes to reduce risk
Silverfin embeds your firm’s best practice into a single, consistent approach. Working paper templates help limit errors, while a built-in audit trail records who made each change and when. This makes it easier to evidence compliance and manage risk with confidence.
The cost of manual compliance
Spreadsheets and disconnected files often create bottlenecks that slow teams down. Version issues, delayed reviews and time spent searching for supporting documents all reduce capacity. Manual working paper processes divert focus away from client work and absorb valuable billable time.
A connected workflow for faster year-end work
Silverfin brings working papers into a single, unified platform. Data is pulled directly from client systems to create a reliable source of truth. Digital working papers and automation take care of routine checks, enabling teams to collaborate in real time and complete work without last-minute pressure.
Automation and connected workflows simplify year-end accounts
Silverfin brings working papers together in a single platform, with data flowing directly from accounting systems to create a trusted source of truth. Standardised templates reduce manual entry and keep files consistent, while automation removes repetitive tasks. Teams can collaborate in real time, review work in context and track progress through to completion, without last-minute pressure.
Trusted by leading accounting firms
Silverfin’s financial AI supports greater accuracy and deeper insight, helping firms reduce the time spent on year-end and tax work by up to 50%. Straightforward pricing and a simple setup make it easy to get started.
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“If you can’t provide your clients with the relevant information and analysis they need to conduct their business operations, they’ll simply go elsewhere.”
Brian Murphy
Partner at Deloitte.
Smart features for busy accounting teams
All the tools needed to standardise financial accounting working papers, automate compliance and analyse data without manual effort.
The foundation for digital transformation
Build your firm’s digital future on a single, reliable source of truth. Silverfin connects with more than 50 bookkeeping systems, acting as the central data engine for your working papers software.
- Universal connectivity: Centralise client data from any source into one secure cloud platform, breaking down data silos across your practice.
- No manual imports: Data flows directly into working papers automatically, saving time on file preparation and reducing version control issues.
- Create once, use across all clients: Because data is standardised as it arrives, the same templates can be applied consistently, regardless of the underlying bookkeeping system.
Instant file mapping with AI
AI-driven mapping handles standardisation automatically. The system learns from review decisions and applies them across future files, helping workflows become more efficient over time.
- 95%+ accuracy: Natural language processing matches client account codes to reporting categories with accuracy that continues to improve as more data is processed.
- Multiply your capacity: Firms report saving significant time on both small and large files, with measurable gains in overall team capacity.
- Immediate analysis: Standardisation happens as soon as data is received, allowing teams to review, analyse and flag queries without delay.
Review work in context, not confusion
Silverfin brings live data, documentation and communication into a single review environment. Managers can assess quality quickly without switching between systems.
- Complete audit trails: All decisions are recorded automatically, showing who made changes, who approved them and when - supporting future audit and compliance requirements.
- Avoid unnecessary rework: Smart warnings and readiness indicators help ensure only files that are ready are reviewed, reducing repeated corrections.
- Review from anywhere: Managers can open files, leave feedback and sign off from any location without interrupting the rest of the team.
Collaboration built into the work
Communication stays connected to the data itself. Tasks, messages and client queries sit directly within digital working papers, removing the need for disconnected tools.
- In-context communication: Tag colleagues on specific accounts and leave notes alongside the figures they relate to.
- Client collaboration through Pulse: Clients can securely access the Pulse portal to respond to queries and view progress, keeping work moving without unnecessary follow-ups.
- Real-time visibility: Activity logs show who is working on what at any moment, helping teams stay aligned without constant status meetings.
Pricing designed to scale with your firm
Every firm works differently. Silverfin uses a per-file pricing model that adjusts as your volume changes, with unlimited users included. Start with what you need and benefit from lower per-file costs as your client base grows.
Essence
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- 125 client files
- Working Papers
- Silverfin Hub
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£100
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Growth
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- 2000 client files
- Working Papers
- Silverfin Hub
- Outsourcing lorem
£60
per file per alumn
Advisory
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- Unlimited client files
- Custom integrations
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Request quote
FAQ
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.
What sets Silverfin apart as a choice for cloud accounting software for ambitious accounting firms?
Silverfin delivers enhanced accounting for ambitious firms through cloud software with live client files, connected working papers and AI teams can rely on. Built by accountants, the platform supports more than 340,000 client files each year for firms operating at scale.
How does Silverfin ensure data accuracy and real time access for accountants?
With live client data held in the Silverfin Hub, teams can always work with the most up-to-date information and simplify day-to-day accounting work. A single source of current data helps avoid duplicated effort, while automation reduces errors and frees up capacity.
What are the time-saving benefits of using Silverfin for year-end preparations and corporation tax submissions?
Prepare and review client accounts efficiently with paperless working paper templates linked directly to live client data. This connected approach supports greater accuracy while freeing up capacity across the team.
By applying automation, roll-forward updates, AI-based data checks and in-context communication, firms can reduce the time spent on year-end preparation and corporation tax submissions by up to 50%.
Can Silverfin help accounting firms enhance their client service and advisory capabilities?
Silverfin helps firms deliver more consistent, higher-quality work. Using smart templates, teams can prepare and file MTD-compliant statutory accounts more efficiently, with relevant notes and disclosures included. Accounts production files are automatically populated with data from Working Papers, reducing manual handling.
Beyond compliance, firms can strengthen advisory services through portfolio- and practice-wide automated data analysis. This supports better oversight of client delivery and enables deeper client relationships through insight led by real data.
What pricing model does Silverfin offer and how does it benefit accounting firms?
Silverfin can improve the quality and consistency of your firm’s work. For example, prepare and submit MTD-compliant statutory accounts in a fraction of the time with our smart templates, including relevant notes and disclosures. Whether is accounts production or corporation tax, with Silverfin these files are all automatically pre-populated with data from your Working Papers.
Then improve your advisory services and delight clients with portfolio and practice-wide automated data analysis that helps you manage client service delivery, and enable deeper client relationships through data-driven insights.
Let’s have a chat
For busy teams working with accurate and consistent data, Silverfin includes a broad set of features to support client account work.
