About us
Helping firms see what's coming
SurplusSilo gives accounting firms a clear forward view of every client's earnings, taxes, and payment deadlines, so planning replaces surprises.
Our story
Why we built SurplusSilo
Most accounting work looks backward: closing the books, preparing returns, reconciling what already happened. Clients, though, want to know what's ahead. How much will they owe? When is it due? Will there be enough cash to cover it?
Firms answer those questions every day, often with one-off spreadsheets that are hard to maintain across a whole client book. SurplusSilo puts those forecasts in one place, built for the way firms actually work.
Our mission
We want every firm to be able to give every client a confident answer about the year ahead. Better forecasts mean fewer surprises for clients, fewer penalties, and more time for the advisory work that firms and clients value most.
Accounting usually looks backward. We built SurplusSilo so firms can look ahead, and bring their clients with them.
The idea behind SurplusSilo
What we believe
The principles behind the product
Clarity over complexity
A forecast is only useful if the people relying on it can understand it. We show the assumptions behind every number.
Built with accountants
We design around real firm workflows and deadlines, and we shape the product with feedback from practitioners.
Trust is the product
Firms handle sensitive client data. That's why every firm gets its own isolated silo, and why security guides how we build.
Want to talk with us?
We'd love to hear how your firm forecasts today.