Data Panda brings your Silverfin data together with the data from the rest of your firm's stack. From one place, we turn it into dashboards, automations, AI workflows and custom apps your office uses every day.
Silverfin was founded in Belgium and now sits inside the Visma group. It is aimed squarely at accountancy firms, not at SME bookkeepers: working papers, accounts production, corporation tax, review workflows and a data hub that sits on top of the bookkeeping system the client already uses. Firms across more than fifteen countries run on it, from boutique offices to the international networks.
The point of pulling Silverfin into a warehouse is that Silverfin is built for the file, and firm leadership needs a view across the files. Deadlines at risk, recurring review comments, partner-level utilisation and revenue per client all live across hundreds of client environments. In a warehouse, the firm-wide picture becomes a dashboard instead of a portfolio manager's memory.
Deadlines, review quality and partner load across every client file, not one at a time.
Let the firm stack react to what a Silverfin file already knows.
Use Silverfin history to score risk, classify comments and predict deadline slip.
Internal tools for partners and office managers that Silverfin does not ship.
A list of concrete reports, automations and AI features we have built on Silverfin data. Pick the one that matches your situation.
Which files are drifting toward a missed deadline?
Files with a filing date inside ninety days, the stage they are stuck in, the hours booked this quarter and whether a partner has signed off. Ranks by revenue and by risk so the managing partner knows which ten files to walk into.
Where is the same review comment being repeated across the firm?
Recurring comments grouped by template and by reviewer, across every client file. Exposes the firm-wide training or template issue that nobody noticed, because each reviewer was only seeing it on their own portfolio.
Which clients are a retention risk?
Clients whose balances drift unexpectedly between periods, whose engagement was reassigned recently or whose hours delivered exceed the recurring fee. Sits next to the renewal date so the relationship conversation happens before the client is already shopping.
Revenue per client, per partner and per office against hours delivered, with recurring-fee realisation over time. Fee-setting conversations move from spreadsheet to a view that already knows where the profit is draining.
Pipeline of new engagements, proposal-to-signed conversion and cross-sell to existing clients, per partner. The growth conversation at the monthly partner meeting stops leaning on who remembers which proposal is out.
Deadline-slip risk, reviewer coverage and recurring-comment clusters in one board. Resourcing decisions and template updates happen against data, not against the loudest portfolio manager in the room.
Exact Online client balances push into the Silverfin mapping with account codes reconciled and period locks respected. The firm stops re-importing trial balances every month and starts working against live numbers that already match the bookkeeping.
Yuki administrations for every client in the portfolio push their ledger into Silverfin with VAT codes, cost centres and period state intact. Firms serving Dutch SMEs stop running two tools side by side and start using Silverfin as the review layer on top.
SME clients that live in Teamleader Focus for their sales and services side have their invoice and expense data flow into Silverfin for year-end work. The firm reviews on the same dataset the client closes on, without a separate quarterly extraction.
Clients running Odoo as their ERP push the relevant journal, AR and AP data into Silverfin on the firm's schedule, with multi-company consolidation handled. Review workflows in Silverfin cover the whole group instead of a single Odoo company.
These are the 2 tables we currently pull from Silverfin into your warehouse. Query them directly in SQL, join them to the rest of your stack, or build reports on top.
Missing a table you need? We can extend the sync. Tell us what is missing and we will build it for you.
You keep the reporting tool you already have. We connect it to the warehouse where your Silverfin data lives.
OAuth authentication. Read-only by default. We sign a DPA and your admin keeps the keys.
Data flows into your warehouse on your schedule. Near real time or nightly, your call. You own the data.
We build the first dashboard, workflow or AI feature with you, then hand over the keys. Or we stay on for ongoing delivery.
We set up the foundation. Your team builds on top.
Best fit Teams that already have a BI analyst or data engineer and want to own the build.
We build the whole thing, end to end.
Best fit Teams without in-house BI or dev capacity. You tell us what you need and we deliver it.
You do. It lands in your warehouse, on your cloud account. We don't resell or aggregate it. If you stop working with us, the warehouse stays yours and keeps running.
Near real time for most operational systems. For heavier sources we schedule hourly or nightly. You pick based on what the reports need.
No. If you don't have one, we help you pick one and set it up as part of the first delivery. Common starting points are Snowflake, Microsoft Fabric, or a small Postgres start.
Yes. Each client environment lands in its own schema so file-level reports stay honest and detailed, while firm-wide dashboards roll up across schemas with anonymisation where needed. Offices, networks and individual partners all get a view scoped to what they are allowed to see.
Template versions and mapping changes are kept historically so prior-year comparatives still line up after a template update. Review-comment clusters and deadline reports follow the current template but remember the old structure, which is usually the difference between a clean comparison and a confusing one.
We review your Silverfin setup and the systems around it. Together we pick the first thing worth building.