Automate and improve the quality of your reporting. Create more regular contact and advisory conversations with your clients.
Professional-looking branded and standardized reporting packs for your clients on a monthly, quarterly and annual basis.
Develop and customize reports to create repeatable management accounts packs for the whole firm to use. Use our simple drag and drop tool to tailor packs for different client types. Add charts and graphs to bring client data to life.
Data auto-populates from your working papers and financial statements. Drill down into the data to explore further. Export as a pdf and share with your clients via Pulse the Silverfin portal.
Wow your clients with high-impact management accounts packs. Add your logo. Customize fonts, colors, headers, footers, table of contents and titles for that consistent look.
Built by accountants for accountants, our cloud software has been helping accounting firms improve accuracy, automation and access for over ten years. In November 2023, we were delighted to announce the company’s
Silverfin has announced a partnership with MYOB to deliver its cloud-first solution to ANZ accounting firms. Find out more here.
PKF Global, a network of accountancy and advisory firms with members in 150 countries worldwide, has signed a three-year strategic partnership with Silverfin, providers of the cloud-based reporting and compliance platform, effective
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