Silverfin is a cloud file for accounting firms. Client bookkeeping syncs into one data hub and is mapped to a standard chart of accounts. Staff prepare working papers against that live data. Accounts production and corporation tax then use the same numbers. Silverfin says those accounts and tax computations arrive around 80% pre-filled. Review notes, sign-off, and an audit trail sit on the file. A late change can reopen the work it affects. Pulse is the client portal for reports and progress.

It does not replace the ledger. Xero, QuickBooks, Sage, Exact, Twinfield, Yuki, and others are the bookkeeping systems it syncs from. Two official pages disagree on regions. The technology-partners page limits Xero to the UK and Ireland and QuickBooks to the UK and the US. The feature integrations page says both are available in all regions. Neither page says QuickBooks Online versus QuickBooks Desktop. They call QuickBooks an online accounting package. Double is the US bookkeeping close tool on QuickBooks Online or Xero. FloQast is the close checklist for an in-house team. Silverfin's documented compliance output is statutory accounts and corporation tax, plus optional Mercia checklists, not a US 1040 organizer.

Firms stick when every office was building accounts from a different spreadsheet and refreshing a trial balance by export. Templates and AI mapping keep the chart of accounts consistent, and Silverfin Assistant flags issues on the file with a reason. The client still sees reports through Pulse. You file from the compliance module the firm turned on, and the source bookkeeping system remains the ledger.

Client bookkeeping flows into a structured data hub instead of a fresh export. Named sources include Xero, QuickBooks, Sage, Exact, Twinfield, and Yuki, plus an open API. AI mapping standardizes the chart of accounts. Silverfin says that mapping is 95% or better and improves as it learns the firm's conventions.

Bookkeeping synced into one file

Working paper templates reconcile the file to the synced bookkeeping. Notes and structured sign-off stay on the file, with an audit trail. If a late change breaks finished work, Silverfin reopens the pieces it affects. Standard reports named on the pricing FAQ are profit and loss, balance sheet, and key financial metrics, and they can be branded.

Working papers on current numbers

Accounts production and corporation tax are optional modules charged per file, on top of the hub. Statutory accounts are built from the working papers, and tax computations can be filed from the same data. Mercia checklists and management accounts are also named as per-file extras. Module prices are not published.

Accounts and corporation tax modules

The pitch is one chart of accounts and one set of templates so the file does not depend on which office picked it up. Silverfin Assistant runs checks and explains why an item was flagged. Insights is the portfolio view, with alerts. Talking Points turns review notes into a client conversation outline.

One method across offices

Pulse is the client portal for sharing reports and showing progress on the file. It is not a US tax organizer. Staff collaboration stays in the file: comments, sign-off, and the audit trail.

Pulse for the client

Silverfin syncs client bookkeeping into working papers and accounts. UK examples from £60 to £100 per file per year. No US price card.

Silverfin Review: Working Papers for Accounting Firms

Silverfin

UK example, 125 files

UK example, 2,000 files

Hub, other volumes

Optional modules

Glasscubes is a client-request workspace for accounting firms, built and priced in the UK. Staff send a structured ask for personal tax, VAT, payroll, or audit backup. The client answers through a link, files land in one place, and reminders go out on a schedule. Glasscubes says its AI flags missing items and sorts replies. The firm's ledger stays wherever it already lives.

That is a different job from QuickBooks Online, Xero, Kick, or Digits, which keep the books. FloQast runs a close checklist on a ledger you already have. Bench is a bookkeeping service. Glasscubes does not post journals, send invoices, calculate payroll, or file US 1099s. Making Tax Digital assist is on every plan, which points the product at UK compliance work rather than a US chart of accounts.

Firms stick when client backup is stuck in email. The request, the reply, and the reminder sit in one workspace, and staff can see who has not answered. Forms, task lists, file approval, and e-sign start on Professional. The named client portal, document storage, white-label branding, custom URL, and single sign-on are checked only on Advantage. Essential still collects information and runs reminders.

Staff set up a client request for the records they need. Automated reminders, scheduled and recurring requests, real-time request reporting, and information export are checked on Essential, Professional, and Advantage. The client works from a link. Glasscubes describes the AI as flagging missing data and organizing replies.

Send a request and track who replied

The homepage splits work into personal tax, audit and accounts (PBC requests and evidence), payroll data gathering and approvals, and a client portal. MTD Assist is checked on every plan. This is request tracking for those jobs. Glasscubes does not calculate pay or file a return.

Tax, VAT, audit, and payroll requests

The pricing table leaves Digital file approval, online forms and workflow, secure file sharing, task management, two-factor authentication, and eSignatures blank on Essential. Those rows are checked on Professional and Advantage. A firm that needs signatures in the request should not plan on Essential.

Forms, e-sign, and tasks from Professional

Client portal, document storage and exchange, white labelling, custom URL, single sign-on, and IP location lockdown are checked only on Advantage. Branding, encryption, ISO 27001, and GDPR are checked on every plan. The homepage also describes a simple upload link with no password, which is separate from the Advantage portal row.

Portal and white label on Advantage

Open API is checked on Essential, Professional, and Advantage. The pricing page and homepage do not name QuickBooks Online, QuickBooks Desktop, or Xero as connectors. Treat the API as available, and treat any accounting sync as unconfirmed until Glasscubes shows the connector.

Open API, with no named ledger connectors

Glasscubes collects client tax and audit files for UK firms. From £96/mo plus a per-user fee, ex VAT. Not a US ledger or 1099 tool.

Glasscubes Review: UK Firm Portal, Not a US Ledger

Glasscubes

Essential

Professional

Advantage

Routable is a platform designed for mass payouts, vendor management, and accounts payable automation. It enables businesses to effortlessly onboard, pay, and manage a high volume of payees with flexibility and speed. The platform supports payments to over 220 countries and territories in more than 140 currencies, allowing for efficient international transactions with reduced foreign exchange rates.

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Mass Payouts

Custom-branded onboarding for vendors with automated tax form collection.

Vendor Onboarding

Mitigate fraud with vendor compliance checks before payments.

Compliance Checks

Automate bill coding and reduce manual data entry.

AI-Powered OCR

Make payments to 220+ countries with up to 50% savings on FX rates.

International Payments

Routable

Growth

Scale

Enterprise

BILL is an AI-powered financial operations platform that helps businesses automate their accounts payable, accounts receivable, and expense management processes. With BILL, users can streamline their financial operations, manage budgets, and access credit lines ranging from $1,000 to $5 million. The platform integrates seamlessly with leading accounting software, making it easier for businesses to manage their financial tasks efficiently.

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Credit Access

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Bookkeeping and accounting software

Silverfin

Glasscubes

Routable

BILL