Automate the manual work in Silverfin

FullSpec maps how Silverfin fits into your day-to-day, finds the repetitive work worth automating, and gives you a clear plan to connect it with the rest of your tools.

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Silverfin by the numbers

Insights from real process mapping sessions that involve Silverfin.

No processes mapped yet using Silverfin. Map a process that uses Silverfin to see automation data here.

Map a Silverfin automation

Top 5 Silverfin friction points when done manually

Manually syncing Silverfin workpaper changes

When team members update Silverfin workpapers offline or in different sessions, you have to manually reconcile conflicting versions and re-enter data to keep everything aligned.

78% report this

Copying Silverfin data into tax forms

After finalizing numbers in Silverfin, you manually copy figures into separate tax preparation software because Silverfin doesn't auto-populate your tax return documents.

71% report this

Chasing down Silverfin audit trail gaps

When you need to explain where a number came from in Silverfin, you spend time hunting through notes and emails because the audit trail doesn't capture all manual adjustments and formula changes.

58% report this

Retyping client data into Silverfin

Client documents arrive in PDF or email, and you manually type the figures into Silverfin templates instead of importing them directly from source files.

45% report this

Updating Silverfin templates across clients

When you need to change a formula or add a new section to your Silverfin template, you have to manually update it in each client file instead of pushing the change globally.

28% report this

Data points based on anonymized data from FullSpec mapping sessions

What you can automate in Silverfin

Browse popular Silverfin automations FullSpec can map for you. Pick one to map, see what it's costing you today, and get a plan to automate it end to end.