foresight

New advisory services.

Expand your services.

Create new revenue streams from value-added client advisory services developed on our platform and using our data, alerts, collaboration, analytics and reporting capabilities.

Compliance as standard
Go beyond the core numbers
Set your client goals
Hold interactive meetings
Branded data and reports

Become a fully-fledged business consultant

Silverfin gives you the data, platform and tools to offer value-added advice.

Compliance as standard

By offering a range of one-click reporting templates and automated workflows, Silverfin manages many of the core accounting tasks on your behalf. So you’ve got more time to work with clients, using their financial data to identify potential gains.

Go beyond the core numbers

In addition to the core accountancy functions, you can access a suite of analytics tools to explore your clients’ performance in more detail — and share the key findings with them.

Set your client goals

Using Silverfin, you can create a series of ‘to-do lists’ for your clients, helping them work towards key regulatory and compliance milestones and improve their overall financial management.

Hold interactive meetings

Tap into a series of visualisation tools to illustrate your clients’ data and conduct interactive consultancy meetings. You can even create your own graphs and KPIs using Silverfin’s intuitive graphics package.

Branded data and reports

Take advantage of Silverfin’s data, collaboration, reporting and monitoring capabilities to provide client’s with your own branded view of their file.