Connect Silverfin to Power BI in minutes with Peliqan. This short tutorial shows you how to use the Silverfin Power BI connector to load live Silverfin data—clients, working papers, trial balances, journal entries and accounting data—into Power BI so accounting and advisory teams can build dashboards across their entire client portfolio without any manual exports.
Peliqan is a low-code data platform that acts as a managed Power BI connector for Silverfin. It handles the Silverfin API, multi-firm and multi-client sync, and modeling, then exposes your Silverfin data as SQL views that Power BI can import or DirectQuery. The result is a single, reliable view of all your Silverfin clients in Power BI.
The Peliqan Silverfin Power BI connector works with Power BI Desktop, Power BI Service, and Power BI Pro/Premium.
What you can do with Silverfin + Power BI
– Build firm-wide Power BI dashboards across all your Silverfin clients
– Track KPIs like revenue, margin, working capital and overdue files at portfolio level
– Combine Silverfin with CRM, time tracking or billing data in a single Power BI model
– Give partners and account managers a live view of the practice without manual exports