solutions
Data Hub

The secure cloud store for all your client data regardless of record type.

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Modules

AI Mapping

Seamlessly map your client files into a standard chart of accounts with our AI tool.

Silverfin Assistant

Silverfin Assistant is an innovative in-platform tool that can be used alongside existing software.

Insights

Insights to drive advisory conversations.

Features

Collaboration

Accounts Production

Integrations
Compliance

Working papers

Prepare and close client files faster, with less manual work.

Accounts production

Paperless preparation and filing of statutory accounts.

Advisory

Insights

Portfolio-wide analysis that creates advisory conversations.

Talking Points

Turn your client data into structured, client-ready conversations.

AI & automation

AI mapping

Map any client file to a standard chart of accounts, automatically.

Silverfin Assistant

Continuous AI checks to catch errors and flag opportunities in every file.

Platform

Data hub

All your client data, secure and structured in one place.

Collaboration & review

In-context teamwork and structured review with full audit trails.

Integrations

Connects to 50+ bookkeeping and business systems.

Available modules vary by region.

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Diagnostic tool for firms

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August 12, 2026

Professional reviewing financial documents at a desk, illustrating the advantages of cloud-based accounting software for efficient business finance management

How cloud-based accounting software can improve your firm

Discover the benefits of cloud-based accounting software—improve accuracy, efficiency, and collaboration with real-time data and automation.

How cloud-based accounting software can improve your firm Read More »

Team collaborating with an accounting firm workflow software on a tablet to streamline financial processes, communication, and client management

5 Ways Accounting Workflow Software Can Help Your Firm

Blog /

Your accounting firm may use workflow software to onboard new clients and manage deadlines, but workflow software can do so much more for your accounting firm. For example, when you combine workflow

5 Ways Accounting Workflow Software Can Help Your Firm Read More »

August 12, 2026

How cloud-based accounting software can improve your firm

5 Ways Accounting Workflow Software Can Help Your Firm

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