INTEGRATION
Silverfin
Connect your Silverfin firm so Dytto can navigate client files, period balances, reconciliations, and reporting workflows, making review and advisory prep easier.
Dytto reads straight from Silverfin, so balances, reconciliations, and reporting context are always the live ones, right where you’re working.
Balances & accounts
Read ledger accounts, per-period account values, and trial-balance balances for any client file.
Reconciliations
See reconciliation working papers, their status, and their results across a period.
Periods & year-end
Work across accounting periods and pull the year-end context behind a file.
Adjustments & dimensions
Read adjustments, analytical dimensions, and the open transactions feeding the numbers.
Workflows & templates
Track a file’s workflow progress and remarks, and see the templates the firm uses.
Documents & exports
Pull permanent documents, reports, and exports straight into the chat.
HOW IT WORKS
From a question to the right balance
Find the file
Dytto links the client to its Silverfin company so every query hits the right file.
Read the workpapers
It reads balances, reconciliations, adjustments, and reports directly from Silverfin.
Always the live file
Every answer comes from the current Silverfin file, so the balances, status, and context you see are never a stale copy.
GET CONNECTED
Connect Silverfin in a few minutes
Connect through Silverfin’s secure login, no keys or passwords to copy.
1
Open Settings, then Integrations
In Dytto, go to Settings, open Integrations, and choose Silverfin.
2
Authorize with Silverfin
Click Connect to open Silverfin’s own login, then approve access for Dytto. No keys or passwords to copy.
3
Link your clients to their file
The first time you ask about a client, Dytto matches it to its Silverfin company, you confirm once and the link is remembered.
Bring Silverfin into your workflows
Connect your Silverfin firm once, then ask Dytto about any balance, reconciliation, or workflow.