Marketplace [ADMIN]

Think of the Apple App Store... apply that to Silverfin... and you get the Silverfin Marketplace!

The Silverfin Marketplace is the home for all Silverfin Account Templates, Reconciliations, Insights, Reports etc.

  • Your environment will be set up with the Account Templates and Reconciliations that are included in the Marketplace packages that have been activated in your environment
  • All UK customers will start with at least UK Working Papers and there is a wide range of other templates that can added through the Silverfin Marketplace.

How do I access the Marketplace?

It's very easy! Administrators can access the marketplace by clicking on 'Templates' and then 'Marketplace.'

You can quickly see which packages are already activated in your environment by clicking 'My Packages'

Once within the Marketplace, you can search through the Marketplace to view the other packages that you might be interested in. It's very easy- use the filters on the left hand side!

How can I see what is in a package?

Click on a package to see more detail of what is in that package:

If there is anything in that package that is not already in your environment, you will see an 'Activate' button next to it.

How do I add new packages:

If you want to add a new package, then please contact your Customer Success Manager.

Can I put things on the Marketplace?

Yes! If you have built any templates that you think will benefit other customers, then you can let your Customer Success Manager know, and they will discuss this process with you. 

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