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1-Click Management Reporting

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

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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.

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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.

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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.

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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.

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