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Management Accounts

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

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Management Reporting-1

Effortless reporting across your full client base

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


Reports in just a few clicks

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.

Management Reports 1

Integrated and intelligent

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.

Management Reports 3

Eye catching reports

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.

Management Reports 2-3

“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

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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