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Modern accountancy firms handle huge volumes of financial data every day. Managing this data efficiently, staying compliant, and ensuring systems work seamlessly together can be challenging — especially when every firm uses a different tech stack. That’s where APIs come in.

With the Silverfin API, you can connect your existing tools, automate repetitive workflows, and unlock deeper insights from your data  - all while keeping your team efficient and compliant.

Table of contents 

What is an API?

  • An API enables software applications to communicate effortlessly. It automates the exchange, management and storage of financial information.
  • It provides a standardised way for applications to interact, helping eliminate the need for manual data entry, reduce errors and ensure that financial records are consistent and up-to-date.

What Silverfin’s API Can Do

The Silverfin API supports a wide range of automation and integration projects. Whether you’re looking for standard automations or more advanced API flows, Silverfin provides the flexibility and documentation you need to get started.

Standard Automation

Use our API to streamline everyday workflows and save time across your firm:

  • User Management: Manage user data directly through API functionality.
  • Client File Management:  Enhance how you manage and update client files.
  • Document Management: Automate document -related tasks for increased efficiency.
  • Reporting and Exporting:  use API-based reporting and exporting for streamlined data analysis.

Complex API Flows

For firms with more advanced needs, Silverfin’s API also supports complex data flows and deeper system integrations:

  • Automated Archive Flows: archive data automatically.
  • Liquid Template Building (Outside Standard User Interface): Build custom templates beyond Silverfin’s standard interface.
  • Automated XBRL Checking and Deposit: Automate compliance workflows with XBRL submissions.
  • Transaction Updates (Sync): Update transactions through synchronisation within specific periods.
  • Reconciliation Updates: Keep reconciliations current with automated updates.

With these capabilities, your firm can connect, automate, and customise processes in a way that fits your unique setup.

Frequently Asked Questions

Do I need developers to use the Silverfin API?

Not always. If your vendor provides clear documentation, setup can be straightforward. Silverfin offers detailed guides and pre-built connectors to simplify integration.

What are the main challenges with API integrations?

Some projects require technical expertise or maintenance. Silverfin’s open API and ready-made syncs are designed to reduce complexity and make implementation easier.

Access Silverfin API Documentation

To get started with the Silverfin API, explore our comprehensive developer documentation. It includes step-by-step guides, detailed endpoint descriptions, and examples to help you connect your systems, and make the most of your data. You can access the documentation here: Silverfin API Documentation.

Integrations Available in Silverfin

At Silverfin, we understand the importance of seamless connectivity in your accounting tech stack. Our platform integrates effortlessly with the tools you already use — enhancing accuracy, productivity, and the insights you gain from your data.

In addition to our open APIs, you can explore a wide range of ready-made integrations available in the Silverfin Marketplace.