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Silverfin

Cloud-based accounting platform with automated workflows & tax tools

Silverfin: Streamline Accounting with a Cloud-Based Platform

Silverfin is a leading cloud-based financial reporting and compliance platform designed specifically for accounting firms. It empowers firms to enhance accuracy, increase capacity, and unlock new opportunities by automating core accounting tasks and streamlining workflows. Built by accountants, for accountants, Silverfin offers a customizable solution that transforms how firms operate, leading to greater efficiency and profitability.

Key Features

  • Automated Workflows: Build and customize digital workflows to automate repetitive tasks, reducing manual effort and minimizing errors.
  • Financial Statement Preparation: Create error-free, paperless financial statements with flexible, client-specific templates and easy e-filing integration.
  • Tax Computations: Accelerate tax return completion through digital workflows, automated reconciliations, and direct use of connected client data.
  • Management Reporting: Generate standardized monthly, quarterly, and annual reports with custom branding, charts, and graphs for clients from a single system.
  • Cloud Data Hub: A secure, central repository for all client data, syncing live with leading bookkeeping and financial systems via open APIs.
  • Integrated Collaboration Tools: Facilitate efficient communication and project management with features like messaging, to-dos, client portals, and audit trails.
  • Actionable Insights: Leverage data monitoring, automated alerts, and analytics for benchmarking and trend analysis to drive advisory conversations.
  • Customizable Templates: Adapt best-practice templates or create your own within the platform, auto-populating with financial data.
  • Extensive Integrations: Connect seamlessly with over 50 leading financial software providers, including Xero, QuickBooks, Sage, and SAP.

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