Automate and improve the quality of your reporting. Create more regular contact and advisory conversations with your clients.
Professional-looking branded and standardised reporting packs for your clients on a monthly, quarterly and annual basis.
Customise our range of out-the-box reports to create reporting bundles 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.
Data auto-populates from your working papers and accounts production templates. Drill down into the data to explore further. Export as a pdf and share with your clients via Pulse, the Silverfin portal.
Wow your clients with high-impact report bundles, no matter what bookkeeping software they use. Add your logo. Customise fonts, colours, headers, footers, table of contents and titles for that consistent look.
“We want to maintain a personal service, offering high-quality services to our clients and allowing technology to enable that.”
Jim Brown, Managing Partner at Blick Rothenberg
Corporation Tax
