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This article introduces the Silverfin Assistant, your digital colleague designed to automatically review client files and identify key issues. The Assistant helps streamline your accounting processes by finding missing entries, spotting significant changes, and more. In this guide, you’ll learn how to activate, use, and maximise the benefits of the Silverfin Assistant.

Table of contents

Key information

  • the Silverfin Assistant works best with a standardised chart of accounts across your files. Make sure you have activated the marketplace mapping list in your environment and mapped the file where you want the Silverfin Assistant to run.
  • all checks are performed automatically.
  • you can generate To Do's  based on the checks to streamline closing process.
  • if you don't see Silverfin Assistant in your file, please contact your Customer Service Manager or Silverfin Support team. 

What are the benefits of Silverfin assistant?

  • document exceptional entries: keep track of and explain unusual transactions.
  • tag colleagues for review: ensure nothing is overlooked by tagging colleagues for a second opinion.
  • request client information: Simplify advisory conversations by requesting necessary information from clients.
  • prepare for advisory meetings: Get ready for client meetings with organised documentation.

What can the Silverfin Assistant do for you?

  • find missing entries: quickly identify any entries that are missing from your files.
  • alert you to unusual balances: get notified if there are unexpected high or low balances.
  • spot significant changes: detect important changes in financial ratios.
  • check general ledger updates: find missing updates in your general ledger accounts.
  • list missing data requests: see which pieces of information are still needed.
  • suggest advisory conversation points: Get ideas for starting discussions with clients.

When to use the Silverfin assistant?

  • during closing preparation: create to-dos to ensure a smooth closing process and reduce errors or missing data.
  • during closing review: utilise documented preparations and additional checks (e.g., margins, financial ratios, changes) to confirm accuracy.
  • for interim results or advisory: manage central documentation (e.g., depreciation, other periodic costs and revenues), prepare for interim reviews, and identify opportunities for advisory conversations.

How to proceed with Silverfin Asistant?

Assistant overview screen

The Assistant is embedded directly in the file overview. In the Assistant tab, you’ll find an overview of all checks in the file.

Unread checks view

  • You can easily see all unread checks, ensuring you don’t miss anything that requires your attention.

  • Silverfin checks are user-specific—if you read a check, it will still appear as unread for your colleagues working on the same file.

Checks are grouped into two sections:  

  • General
  • Working papers

All checks are also available in the All checks section.

Check messages in the Assistant follow the settings defined in the default workflow:

  • If the default workflow is set to show mapped or mapped and original accounts, mapped accounts will be displayed.
  • If it’s set to show original accounts, original accounts will be shown instead.

Checks grouped under the Working Papers section give you the option to see the check in context—applied directly to the relevant account:

Checks in communication sidebar

Assistant checks appear in the communication sidebar.

Check actions

Where possible, the Assistant also offers direct actions. For example, you can:

  • Copy data
  • Update the account template
Check actions are visible only in the communication sidebar. 


We’re continuing to expand this functionality to help you complete tasks more efficiently.

Upcoming changes

  • In the coming weeks, the old Assistant overview screen and the related Assistant reconciliation will be removed from your client files.
  • Any communication linked to those checks will be moved to the client overview page.
If you have any questions or need further explanation, contact your Customer Success Manager.