Data Hub
The secure cloud store for all your client data regardless of record type.
Modules
Working Papers
Streamline the preparation and management of your working papers.
Financial Statements
Fast and paperless preparation and review of financial statements.
Management Reports
Automate and improve the quality of your reporting.
Tax Computations
Speed up tax computations with automation.
Features
Working papers
Prepare and close client files faster, with less manual work.
Financial statements
Fast, paperless preparation and review of financial statements.
Tax computations
Speed up tax compliance with automated workflows.
Available modules vary by region.
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Advisory services
Use live client data to deliver proactive advice at scale.
Insights
Spot trends, flag risks and uncover opportunities across your portfolio.
Talking Points
Turn your client data into structured, client-ready conversations.
Management reporting
Branded reports built from live data, without the manual work.
AI mapping
Automatically standardise any client file to a consistent chart of accounts.
Silverfin Assistant
Continuous AI checks that catch errors and flag opportunities in every file.
Data hub
A single, secure cloud store for all your client data.
Collaboration & review
Structured review workflows with complete, auditable trails.
Workflows
Standardised workflows that bring consistency across your firm.
Integrations
Connects to 50+ bookkeeping and business systems.
Compliance
Advisory
AI & Automation
Platform
Tech Programme
Tech programme
Build, own, and scale your own compliance programme.
All resources
Silverfin
Grow without the chaos
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