User RolesAdmin✗Staff contributor✗External Contributor✗Pulse user

This article provides a detailed, step-by-step guide on how to create new client file within your firm's system, exclusively for users with admin rights. Follow these instructions to streamline the process and effectively manage your firm's data.

Table of contents 

Key information 

  • To add new file , navigate to your firm’s homepage and select 'Add new client'. 


Step to step guide on how to add a new file

Step 1: Synchronisation 


  1. File type: Silverfin offers variety of files you can choose from. Note that analytical file comes with additional cost. 
  2.  Synchronisation Method: Select either automatic synchronisation or manual upload via an Excel file. Specify the end date of the first financial year. 
  3. Reporting Frequency: Set the reporting frequency (e.g., monthly, quarterly) ae.
  4. Currency: Specify the currency of client's file. Silverfin does not do currency conversion. 

Step 2: Administrative Sync Options

 Decide whether to fetch data from the administrative sync. This feature allows you to sync data such as:

  • Company name
  • Company address
  • Legal form
  • Directors' or secretaries' names, start dates, and resignation dates

Step 3: Client File Details

Provide  basic details about your company, such as its name, address, and company form. Only the company name is mandatory at this stage. You can add missing information later if needed.

Step 4: Client Type

Select the  client template for the file. This template, set at the office level, will automatically add a set of workflows and reports to the file, streamlining the setup process.

Step 5: Pulse Set Up

Select the Pulse template for the file. The Pulse template defines what external clients see upon logging in. Pulse template is created by users with admin rights on the office level.

Step 6: User access

Decide who will have access to the file and to what extent. There are three access levels to choose from:  internal staff, external Pulse users, and external contributors. Make sure to assign the appropriate access levels to ensure data security and proper collaboration.


Once all these steps are completed, you are ready to start working on the new file!