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

Docyt keeps the books for a hotel, restaurant group, retailer, or franchise operator. Each night it reads the property-management or point-of-sale reports, posts revenue, tax, and deposits to a USALI chart, and matches card batches and payouts to the bank. Bills, corporate cards, and owner reports sit on those same books. If you keep another statutory ledger, Docyt can sync summarized or detailed entries to QuickBooks Online, Xero, Sage Intacct, or NetSuite.

QuickBooks Online, Xero, and Kick are general ledgers. They do not read an Opera night audit or map a portfolio onto one hotel chart. Dext, Hubdoc, and Veryfi capture receipts and bills into those ledgers. Nanonets and DocuClipper extract invoices or PDF statements. Docyt's work is the property books: night audit, merchant deposits, intercompany, and a morning flash. Bill pay, corporate cards, and 1099 filing are a separate payments suite.

Operators who stay have many properties, brand systems, and a close that should be a review of exceptions. A person still owns the exceptions. Portfolio plans include a migration off M3, Sage Intacct, Inn-Flow, Nimble, Aptech, NetSuite, or QuickBooks. The books can live in Docyt, with QuickBooks Online or Xero as an optional sync rather than the only file.

Docyt reads night-audit reports from the PMS pages it lists, including Oracle OPERA Cloud through OHIP or OPERA 5 end-of-day exports. It posts rooms and other revenue, taxes, guest and city ledger movements, and deposits. Every property maps to the same USALI chart. Restaurant and retail plans use the POS in place of a PMS. The pricing page says nightly PMS and POS posting is on the Accounting Suite.

Post the night audit to a USALI chart

After the night audit, Docyt waits for card settlements, cash deposits, and OTA payouts, then flags short deposits, chargebacks, and commission differences. Bank and card reconciliation is on the Accounting Suite. You still review the flags. The site does not publish a list of every card processor by name on the pages used here.

Match deposits and leave the exceptions

The Opera page says Docyt posts to its own ledger and can sync summarized or detailed entries to QuickBooks Online, Sage Intacct, NetSuite, or Xero if you keep one of those as the statutory general ledger. The same page says most customers replace the old ledger. Intercompany and multi-entity reporting are on the Accounting Suite.

Keep Docyt's ledger or sync a statutory file

The Payments Suite covers invoice capture and coding, approval routing, ACH, check, and card payments, corporate cards tied to budgets, receivables, vendor records, W-9 collection, and 1099 filing. Corporate cards have no monthly fee. Check and ACH fees are transaction-based and disclosed on the order form, not on the pricing page. The Payments Suite price itself is not published.

Pay bills, issue cards, and file 1099s

Daily Flash is on the Business Intelligence Suite and is also sold standalone. The Opera page describes a morning flash from reconciled actuals. Budgeting, forecasting, and scenario planning are on that suite. Labor cost is reported from payroll data. Docyt does not describe itself as the system that runs payroll.

Read a daily flash from reconciled numbers

Catch-up accounting is $200 per month caught up: historical bank, card, PMS, and POS import, then categorization and reconciliation. Portfolio migration is included on portfolio plans and described as live within 24 hours of receiving exports. Standard onboarding is included. Hotel plans are annual, billed monthly, with unlimited users and no exit penalties.

Catch up old months at a separate rate

Docyt posts night audits to its own ledger, from $299 per property a month. It can sync to QuickBooks Online or Xero. Payments pricing is unpublished.

Docyt Review: Hotel Books from $299 per Property

Docyt

Accounting Suite

Daily Flash

Payments Suite

Enterprise Suite

Catch-Up Accounting

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Organize your close and get ahead of month-end.

Close Management

Eliminate hours of manual work by automating 90% of cash matching.

Cash Matching

Automatically create and post journal entries for unmatched transactions.

JE Automation

Create flux reports and build reports without a PhD in your ERP.

Analytics Suite

Detect anomalies in your GL data and ensure compliance.

Transaction Monitoring

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Essentials

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Finaloop offers real-time ecommerce accounting software and bookkeeping services tailored for DTC, multichannel, and wholesale sellers on platforms like Shopify, Amazon, and Etsy. Their services include full-service bookkeeping, tax preparation, and fractional CFO services, all delivered through a user-friendly interface. With a dedicated team of accountants, Finaloop ensures 100% accuracy and real-time financial insights for businesses.

Bookkeeping and accounting software

Silverfin

Docyt

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