Automated template workflows give you fast, accurate and paperless preparation and review processes. One standardized way of working for everyone.
Agree how you want to work as a firm or follow industry best practice. Then use Silverfin to turn this into automated workflows so every team follows the same processes. Reduce errors, risk and the time wasted correcting mistakes.
Say goodbye to data silos and transferring data from one system to another. Silverfin takes live client data from bookkeeping and financial systems, and spreadsheets, and automatically populates it in workflow templates. All your data then flows dynamically between different workflows so you only touch it once. You know you’re always working with accurate data.
Adapt our pre-built templates for workflows in the platform or build your own with our easy-to-learn templating language. We’ll teach you how.
Manage resources and client service with workflow progress tracking. See the current status of any client file, the tasks still outstanding, and what needs to be reconciled. Even get a portfolio or firm-wide view of all your workflows to see where service levels might be at risk.
Collaborate where the work happens. One platform to create the file and raise questions, notes or tasks with your client or team. Anyone can pick up a client file and see instantly the full audit trail and history so you never lose context or knowledge, even when staff members change.
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