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Management Reporting

Automate and improve the quality of your reporting. Create more regular contact and advisory conversations with your clients.

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Management Reporting

Effortless reporting across your full client base

Professional-looking branded and standardized reporting packs for your clients on a monthly, quarterly and annual basis.

Reports in just a few clicks

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.

Reports

Integrated and intelligent

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.

Integrated and intelligent

Eye catching reports

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.

Eye catching reports

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Speak to us today to learn how you can become a connected accountant.

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