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Management Reporting

Automate and improve the quality of your reporting. Create more regular contact and advisory conversations with your clients.

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Management Reporting

Effortless reporting across your full client base

Professional-looking branded and standardized reporting packs for your clients on a monthly, quarterly and annual basis.


Reports in just a few clicks

Develop and customize reports to create repeatable management accounts packs for the whole firm to use. Use our simple drag and drop tool to tailor packs for different client types. Add charts and graphs to bring client data to life.

Management Reports 1-1

Integrated and intelligent

Data auto-populates from your working papers and financial statements. Drill down into the data to explore further. Export as a pdf and share with your clients via Pulse the Silverfin portal.

Management Reports 2-1

Eye catching reports

Wow your clients with high-impact management accounts packs. Add your logo. Customize fonts, colors, headers, footers, table of contents and titles for that consistent look.

Management Reports 3-2

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Silverfin charting turns data into advisory conversations

“A picture paints a thousand words.” We hear this all the time don’t we. It is just as true in accounting and for data, particularly management reporting.


Unlock more advisory services revenue

Learn how real-time and historical data and powerful analytics tools give accountants insight into what’s happening behind the numbers.


Make it easy to give expert advice just when your clients need it

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


Speak to us today to learn how you can become a connected accountant.

book a demo