Accounting Workflow Automation Software
Silverfin's accounting workflow automation software standardizes firm-wide practices by automating checks and steps for preparing and reviewing financial documents, integrates real-time client data from bookkeeping systems to eliminate data silos, enables dynamic data flow across workflows to reduce errors and save time, and offers customizable templates and real-time progress tracking to enhance efficiency and compliance in accounting processes.
Core accounting made easier, faster and better
Ensure one way of working for everyone. Standardise and automate the checks, steps and actions needed to prepare and review working papers, statutory accounts and more.
Standardise working practices across the firm
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.
Real-Time Data for Efficient Accounting Workflows
Say goodbye to data silos and transferring data from one system to another. Silverfin takes live client data from bookkeeping and financial systems, and automatically populates it in workflow templates. All your data then flows dynamically between different workflows so you only touch data once. You know you’re always working with accurate data.
Oversee client file progress in real time
Get started quickly using our best practice templates, and tailor them to meet your specific requirements. You can even create custom workflows for any unique internal processes your firm uses.
“Technology helps our compliance offering become even more efficient, enabling us to deliver more value-added services to clients.”
Pete Dearing, Partner at Smailes Goldie