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Foresight: Learn how to use technology and financial data to unlock valuable advisory services.

1-Click Management Reporting

Real-time cloud-based reporting across all of your client’s data has never been easier.


Create reports in no time at all

Frequently creating and adjusting management reports that are tailored to your clients’ needs can be very time-consuming. Silverfin provides you with out-of-the-box comprehensive reporting templates. Maintain templates centrally as a firm, but for those with very specific needs, our easy to use drag and drop interface allows you to fully configure reports to your clients’ requirements.


Always up-to-date

Silverfin’s live-link with both cloud and desktop bookkeeping systems means you'll never need to worry about missing a number. Reports will always contain the latest financial data straight from all client bookkeeping software.


Advanced reporting features

Create forecasts and budgets based on historic data in the file with ease. You can also opt for analytical reports (cost centre reporting) and consolidated reports.


Collaborate & share

Now you can effortlessly share branded reporting with your clients on a quarterly or even monthly basis with PDF exports or go fully paperless with a digital report shared through our client portal. Communicate internally and externally directly on the reports.