User RolesAdminStaff contributor✗ External Contributor✗ Pulse user

This article explains how to connect Silverfin file with Yuki to synchronise bookkeeping data. Once the connection is established, any changes made in Yuki will sync with Silverfin.

To link existing synchronisation with the client file, please perform the following steps:

  1. Go to the file and click on the 'Edit client' button.
  2. Click on the 'Sync' tab.
  3. Click 'Set up Sync'.
  4. Choose one of the provided synchronisation scenarios. If you choose the first scenario, you will be promoted to set up sync transfer date.
  5. Choose Yuki from the list of available synchronisations and choose a sync reference. 

Good to know

  • Figures are updated automatically every night with the latest data in Silverfin. To retrieve updated figures during the day, use the synchronisation arrows next to the client file name.
  • Yuki provides 1000 free API calls for each domain/file as standard. We recommend setting up synchronisation early. The first sync tries to download all available documents, which can quickly reach the limit.
  • If you've already posted results in Yuki but still see an amount on the Income Statement in Silverfin:
    • Go to the Trial Balance page in Yuki, this refreshes the data shared via the API.
    • Then return to Silverfin and click the sync arrows to update.
  • More information between the 2 platforms can be found here in Dutch and French: Yuki and Silverfin