Silverfin charting: turn data into advisory conversations

“A picture paints a thousand words.” This saying is especially true in accounting and data, particularly in management reporting.

Turning data into engaging charts can significantly increase the impact of the message or advice you give to a client. Charts make it easy to see the implications or actions in the data. Strong, well-designed charts bring insights and client reports to life.

Silverfin accountants have been using the cloud platform to store client data and automate accounting workflows such as working papers, accounts production, and corporation tax. They have also been publishing management reports and developing their own branded management packs and advisory reports on the platform. To support this, Silverfin offers an easy way to turn client performance data into compelling charts that can be shared directly or included in reports with just a few clicks—all without leaving Silverfin or using another application.

With Silverfin, it's easy to design the charts you want and brand them to reflect your client or firm’s look and feel. After using the charting tool, you can create and share new charts with your client in just a few clicks. The final chart template remains in Silverfin, ready to use again and again.

You can also share templated reports and charts with the whole firm on Silverfin, making them available to everyone at the click of a button. Silverfin will automatically pull the required client data and insert it into the chart. This eliminates the need for each team to reinvent the wheel, saving time on finding data, designing charts, or reformatting old ones, and allowing more time to discuss the insights with clients.

Silverfin’s enhanced charting makes it easy to turn client data into engaging charts that can be adapted to specific requirements. It's also easier to brand and share charts with clients within Silverfin or as PDF exports.

Effective and engaging reporting is an important part of advisory conversations with clients. Good reports highlight points for discussion, provide opportunities to introduce advice, and explain the value of new services. At the heart of a good report is well-presented data. Clients don’t want to sift through raw data or learn new tools just to see your advisory point. Including great charts in advisory reports or sharing them in a dashboard format within Silverfin makes this process seamless.

Making reporting easier brings other significant benefits. It allows you to increase the frequency of sharing reports with clients. If it only takes a few clicks, you can share insights into their performance quarterly or even monthly, rather than just annually. This means clients receive better service and timely access to critical insights and data, enabling them to make informed decisions. With data presented in an easy-to-understand way, clients will have a better grasp of their business and come to rely on these reports. Regular reporting also creates more opportunities for advisory conversations, improving client relationships and unlocking new service revenue.

Upgrade your advisory services, reporting, and management packs—not just in appearance, but in the impact they have on your clients. Silverfin’s charting features are available to all customers as a free update.