Silverfin Talking Points
Silverfin has launched Talking Points, a new feature within its cloud-based accountancy platform that enables accounting firms to seamlessly capture, present, and follow up on client advisory insights derived from routine compliance work, demonstrated by early access data showing over 40,000 client discussions from 400 clients, addressing the common issue of lost or disconnected insights during file reviews and helping firms modernize operations without disrupting daily workflows.
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How accounting firms modernise operations without disruption
Accounting firm leaders understand the need to modernise operational workflows, but many hesitate to act because they worry about the impact on day-to-day delivery. The potential for implementation to interrupt busy periods.
From file review to client conversation, without leaving Silverfin
Every file review surfaces insights that clients need to hear. Unusual cost movements. Approaching tax thresholds. Year-on-year trends that signal risk or opportunity. Your team spots these things as a natural part of compliance work. The problem isn’t the insight. It’s what happens to it next. At some firms, these findings disappear into post-it notes, email threads and memory. At others, they do get captured, but in a separate tool that’s disconnected from the data. Either way, by the time the client meeting comes around, the link between what your team found and what the client hears is broken.
Silverfin launches Talking Points to turn routine compliance work into scalable client advisory
Early access data shows 40,000 client advisory discussions from 400 clients originated in routine compliance work. Ghent & London – 25 March 2026: Silverfin, the cloud-first accountancy SaaS platform, has launched Talking Points, a new capability designed to help accounting firms scale advisory by harnessing insights from routine compliance work. Talking Points gives accountants a structured way to capture discussion points during file review, present them to clients and follow up with clear action points, all from one platform. During an early access phase with selected firms, more than 40,000 client discussion points were captured from 400 clients. Of these, 85%...
Working papers automation limits: what should and shouldn’t be automated
Automation has become a major topic of discussion in accounting firms. As software becomes more capable, many teams are exploring how automation can improve efficiency in core workflows. At the same time...
Aleisha Hales appointed Head of UK & Ireland at Silverfin
We’re pleased to announce that Aleisha Hales has been appointed Head of UK&I at Silverfin, taking on responsibility for the growth and performance of our business across the UK and Ireland. Aleisha...
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From file review to client conversation, without leaving Silverfin
Every file review surfaces insights that clients need to hear. Unusual cost movements. Approaching tax thresholds. Year-on-year trends that signal risk or opportunity. Your team spots these things as a natural part of compliance work. The problem isn’t the insight. It’s what happens to it next. At some firms, these findings disappear into post-it notes, email threads and memory. At others, they do get captured, but in a separate tool that’s disconnected from the data. Either way, by the time the client meeting comes around, the link between what your team found and what the client hears is broken. And when [...]
Silverfin launches Talking Points to turn routine compliance work into scalable client advisory
Early access data shows 40,000 client advisory discussions from 400 clients originated in routine compliance work. Ghent & London – 25 March 2026: Silverfin, the cloud-first accountancy SaaS platform, has launched Talking Points, a new capability designed to help accounting firms scale advisory by harnessing insights from routine compliance work. Talking Points gives accountants a structured way to capture discussion points during file review, present them to clients and follow up with clear action points, all from one platform. During an early access phase with selected firms, more than 40,000 client discussion points were captured from 400 clients. Of these, 85% [...]