Data Hub
The secure cloud store for all your client data regardless of record type.
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
Compliance
Working papers
Prepare and close client files faster, with less manual work.
Accounts production
Paperless preparation and filing of statutory accounts.
Advisory
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.
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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Silverfin
Diagnostic tool for firms
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