Silverfin Assistant continuously analyses your client files to find things you might have missed: unusual balances, missing transactions and outliers. Save hours of manual work, improve your data quality and serve your clients better.
Let the assistant show newer members of the team what to look out for when analysing a client file. Clear and detailed explanations on the checks it has carried out are the perfect way to bridge knowledge gaps and boost confidence.
The assistant puts you in control. It comes with a comprehensive and ever-expanding set of AI-powered checks and rules, and is fully integrated into your Silverfin workflows. All you need to do is review any suggestions and then dismiss, or create todos to follow up.
Is it worth your sole trader client converting to a limited company? Loan accounts subject to a section 455 tax charge? Instantly spot opportunities in the data so you can offer proactive advice to your clients.
Accounts Production
