Silverfin and Claritalk: Together toward smarter consulting for accountants

On May 15, at their annual event, Silverfin announced an important step in supporting accountants: preparing advisory conversations via structured talking points. A promising development that underscores the evolution of the profession: from classic compliance to proactive, valuable client conversations.

The bridge to Claritalk is quickly built

What Silverfin is setting in motion now fits seamlessly with what Claritalk has been offering since 2024: an AI assistant that follows along live during customer conversations, generates insights and automatically structures action points. While Silverfin optimizes the preparation of conversations, Claritalk ensures that the execution and follow-up run just as efficiently.

And that regardless of the type of conversation: physical, digital or telephone - Claritalk works anytime, anywhere.

The accountant no longer stands alone in this regard:

Before the interview

• Before the conversation, relevant agenda items can be created through tools such as Silverfin and AdminPulse, based on previous conversations and underlying accounting data. These items can then be forwarded directly to Claritalk, where they help structure and prepare the conversation.

  For those who like to go a step further, Claritalk has extensive experience in fully embedding this technology into existing systems. This allows users to continue working in their familiar environment, while Claritalk takes care of the smart preparation in the background.

• During the conversation, Claritalk follows along live via speech-to-text - regardless of whether the conversation takes place physically, digitally or by phone. In addition to automatically recording what is said, Claritalk also provides real-time support via subtle coaching or intelligent reminders.

  But it doesn't stop there:

  • Claritalk can also automatically formulate answers to pre-prepared questions based on the record or context of the conversation.

  • For each agenda item, the system helps formulate clear conclusions and recommendations, ready for follow-up or synchronization with linked tools.

  And importantly: the user always retains full control about what is stored or forwarded finally. Claritalk supports, but the professional decides.

• After the talk, more than reporting happens:

  • To-do's are automatically forwarded to the appropriate colleagues or systems.

  • Fields in tools such as Silverfin can be automatically populated or modified (roadmap).

  • Conclusions are recorded for each agenda item, which are synchronized in two directions (roadmap).

A learning system that grows stronger with every conversation

Claritalk is more than a digital note-taker. Thanks to continuous training based on thousands of conversations, anonymized data and human feedback(human reinforcement), the system is constantly learning. Result? Support that continues to get smarter, more context-oriented and more personal.

Agenda items: at Claritalk already reality since January

The concept of agenda items was launched at Claritalk back early this year. Since January, users have been able to set up conversation structures in advance, link them to goals, and follow up on them automatically. This functionality forms the backbone of a strong advisory conversation - and there is much more to come.

Curious about what's next? Follow our webinar and find out how AI really empowers the accountant:
claritalk.com/ai-for-accountants/#webinar

Conclusion: a powerful ecosystem for advisory conversations

Silverfin, AdminPulse and Claritalk reinforce each other at every stage of the customer conversation:

• Silverfin provides in-depth insights and structured preparation through talking points.

• AdminPulse centralizes administrative workflows and customer information.

• Claritalk guides the conversation itself - live and structured - and provides concrete follow-up, reporting and smart automation.

Smartly connecting these tools creates an ecosystem in which the accountant gains more time, makes fewer mistakes and has better conversations - digital, phone or face-to-face.

And importantly, each user remains in control. The technology supports, but the final decision on what is saved or forwarded always lies with the accountant.

The future of accountancy is one of collaboration and integration. And that future begins today.