Silverfin
by Silverfin (Visma)
Cloud platform for accounting firms to automate compliance, year-end close and reporting on client ledgers.
- Category
- Finance & ERP
- Type
- Practice management
- Interface
- REST API
- Built with
- Connect Any API
- Credentials
- OAuth 2.0
02Data
What you can sync.
- Companies
- Periods
- Account balances
- Reconciliations
- Workflows
Load Silverfin companies into the Warehouse and build board-ready reports and Slides from the same figures.
Need more? Name any other Silverfin data the API returns, and the AI adds it to the connector.
03Credentials
Credentials you will need.
- OAuth 2.0 (client ID, client secret, refresh token)
Silverfin uses OAuth 2.0 (client ID, client secret, refresh token). You add the credentials once, when the AI asks for them, and it tells you where to create them in Silverfin (Visma) if you need help.
04How it works
How it works in DataMind.
-
Pick Silverfin.
Open Lake, pick Silverfin in the source picker and name the connection. Connect Any API opens with a ready prompt that points the AI at the Silverfin API docs.
-
Answer a few questions.
The AI reads the Silverfin documentation, then asks which credentials you will use, which data to sync (for example companies and periods), whether you want a one-time load or a recurring sync, and which accounts or filters apply.
-
Your data lands in Lake.
It builds the connector, tests it and shows you sample rows. Then Silverfin data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.
