Think of how you currently manage all your clients' accounts.
Now imagine you had all these benefits of Silverfin to add to your service offering……
Centralise how you work with data from various sources. Eliminate bottlenecks and seamlessly integrate data sets from accounting, crm and cms software packages.
Give clients, shareholders and stakeholders instantaneous access to accurate, up to date and customised reporting tools and documentation, branded in your individual and bespoke visual identity.
When data changes at source, see how the impact is recalculated in a heartbeat. No more manual copy-paste across accountancy software and Excel, Word, Powerpoint etc.
The user-friendly platform employs simple drag & drop and commenting principles. Workflows, reports, styles... everything is fully customisable to reflect your unique way of working.
Enjoy project-based communication. Add comments and documentation links everywhere in the platform, and directly notify the relevant party to review and respond.
There are 3 audiences who will significantly benefit from Silverfin’s platform.