Cloud Post-Accounting and Compliance for Accounting Firms
Silverfin is a cloud accountancy platform that centralizes and standardizes client financial data from multiple systems into a secure hub, automates compliance workflows like working papers, accounts production, and tax returns through AI-driven templates, integrates seamlessly with existing tools, reduces manual tasks by up to 50%, and enables accounting firms to shift from reactive compliance to proactive advisory, thereby increasing efficiency, collaboration, and growth potential across firms of all sizes.
Silverfin is the cloud accountancy platform designed to make accountants more successful. It stores both historical and live client data, automates compliance and other common accounting workflows, and facilitates collaboration within the firm and with clients. Silverfin takes financial data directly from client systems and hosts it securely in a single structured data hub, eliminating data silos and manual downloading. The platform standardizes this data and uses it in best practice templates to automate workflows such as working papers, accounts production, tax, and more, making compliance and reporting easy, fast, and accurate.
Integrate with Silverfin
Silverfin works seamlessly with your existing tech stack, ensuring smooth integration with other tools and platforms you already use.
The Connected Platform for Accounting Firms
Move from reactive compliance to proactive advisory with Silverfin. Here’s how:
Standardisation
- Create one workflow that works across all clients.
- AI mapping standardises every chart of accounts automatically, so you build templates once and use them everywhere.
- No more recreating processes for each client.
Automation
- Data flows automatically from working papers through to accounts and tax returns.
- Your team does the work once and it serves multiple purposes.
- Cut year-end time by up to 50% by eliminating manual re-entry.
Transformation
- Free your team from administrative tasks.
- With compliance handled efficiently, you create capacity for high-impact client work that differentiates your firm and drives growth.
Connect Your Entire Workflow
With your data centralised in Silverfin, it’s easy to build digital workflows that standardise your processes and streamline compliance work with automation. From working papers through to final accounts, everything connects in one platform.
The Platform That Scales With Your Ambitions
From boutique practices to global networks, firms use Silverfin to automate compliance, standardise workflows, and unlock growth opportunities.
- Data Hub
- Working Papers
- Accounts Production
- Corporation Tax
- Insights
Centralise All Your Client Data in One Secure Cloud Platform
- Connect to any bookkeeping system your clients use
- Zero manual imports—data flows automatically into your workflows
- Create once, use everywhere—one template works across all clients
- Secure cloud access for your entire team from anywhere
Close the Books Faster With Digital Working Papers
- Accelerate preparation with smart templates pre-filled with integrated client data
- Eliminate errors and track real-time progress with guided, automated workflows
- Standardise your process for firm-wide consistency and clear manager oversight
Automate Accounts Production From Working Papers to Final Filing
- Data flows automatically from working papers into statutory accounts—no manual re-entry required
- Cut accounts production time by up to 50% and create capacity for advisory work
- Intuitive schedules, guided navigation, and automated reconciliations streamline processes and increase productivity
Tax Returns Completed and Filed in Half the Time
- Live data from working papers populates tax returns automatically
- Intuitive schedules, guided navigation, and automated reconciliations streamline the entire process
- File directly—everything you need in one platform
Insights: Portfolio-Level Visibility That Drives Better Decisions
- Real-time insights into work in progress across your entire practice, flagging risks and opportunities automatically
- Automated alerts when clients hit key benchmarks or compliance requirements
- Turn compliance data into advisory conversations with powerful charting and reporting tools
Trusted by the World's Leading Firms
Firms across 18 countries trust Silverfin, handling thousands of client files annually and achieving significant time savings on client file preparation and accelerated firm growth.
“Using AI tools in our outsourcing environment means we’re one step ahead in our digitalisation process, keeping us adapted to current market requirements.”
— Matúš Jenčík, Lead consultant BDO Slovakia
See Silverfin in Action
Book a personalised product demo and see how our cloud accounting software helps you standardise workflows and drive growth for your firm and clients.
Built for Firms That Want to Work Smarter
Silverfin helps accounting firms worldwide transform how they work—connecting data, automating compliance, and creating capacity for the advisory services that matter most.
AI Mapping
- Standardise every chart of accounts automatically
- AI learns from your decisions and maps client data as it arrives with 95%+ accuracy that improves continuously
- Learns at two levels: bulk training across your region, then fine-tuning for your firm's specific conventions
- Small files save 15 minutes, large files save 50+ minutes
- Firms report capacity increases of 50-200% using this tool alone
Silverfin Assistant
- Runs over 100 automated checks on every client file, spotting unusual balances, missing transactions, and compliance risks
- Explains why issues were flagged and recommends how to resolve them—training your team while improving quality
- 79% of customers find it effective for both training and quality assurance
Collaboration
- Complete digital audit trails of all client file communication—see exactly what happened, when, and why
- Tag colleagues on specific accounts and leave notes right where the numbers are
- Give clients secure access via Pulse portal to collaborate directly on working papers and reports
- Real-time visibility into who's doing what with complete activity logs across your team
Review
- Every decision is documented automatically with complete audit trails
- Smart warnings ensure managers only review files that are truly ready, preventing duplicate work
- Review anytime, anywhere without blocking the rest of your team
- In-context notes and sign-off keep everything connected to the actual work
Ready to Transform How Your Firm Works?
Get started with Silverfin and discover how you can connect your data, automate compliance, and focus on the client work that matters most.