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This article explains how to integrate Securex with Silverfin, enabling you to automatically receive social balance data in Silverfin as soon as Securex compiles it.
Table of contents
- Benefits of the Securex–Silverfin Integration
- How to set up integration between Silverfin and Securex?
- Using the Integration with Securex in Silverfin
Benefits of the Securex–Silverfin Integration
- Direct access to key financial data: No need for manual data entry, reducing errors and saving valuable time.
- Seamless integration: Data flows automatically from Securex to Silverfin, allowing you to focus on more valuable tasks.
- Increased efficiency: With instant access to financial data, Silverfin’s AI Assistant can further support the optimisation of the closing process.
How to set up integration between Silverfin and Securex?
- Go to Silverfin Marketplace.
- Search for Securex and click on 'Read more'.
- Log in in MySecurex via https://www.securex.be/en/login.
- Set up the the integration in the 'Documents from my clients' section.
- It takes up to 24 hours after setup before you can import data from Securex into Silverfin.
- This integration is managed by Securex. For support or feature requests, please contact Securex directly at partner.support@securex.be
Using the Integration with Securex in Silverfin
Once the connection with Securex is set up, you can effortlessly use the integration to retrieve data from Acerta in the Social Balance Sheet template.
- Go to Annual Accounts workflow.
- Open the Social Balance Sheet template.
- Click Actions > Import Data from Securex.
