Billing, simplified. Payments, automated.
Swiftly Invoicing will handle invoice creation, recurring billing, payment tracking, and reconciliation — with AI-powered cash flow forecasting and automated reminders, natively connected to your Sales and Finance modules.
The Problem
Invoices created manually from spreadsheets. Payment tracking done in a separate tool. Cash flow is a mystery until month-end.
With Swiftly
Swiftly auto-generates invoices from deals and orders, tracks payments, and gives you real-time cash flow visibility.
Planned Features
- Invoice creation from Sales deals and quotes
- Recurring invoices with automated scheduling
- Multi-currency and multi-tax support
- Payment tracking and automated reminders
- Credit notes and refund management
- AI-powered payment prediction and cash flow forecasting
- Integration with Finance module for real-time reconciliation
- Customer payment portal with online payment options
AI-Powered Invoicing
Smarter Invoicing with SwiftlyAI
AI Agent generates and sends invoices automatically when a deal is marked as won.
SwiftlyAI drafts payment reminder emails with appropriate tone based on the overdue period.
Works Better Together
One platform. Seamlessly connected.
Every module in Swiftly shares the same data, the same AI, and the same workspace.
Join the Invoicing waitlist
Be among the first to access early beta and shape the feature roadmap.
No spam. We'll only email you when invoicing enters beta.