Financial clarity. AI-powered insights.
Swiftly Finance will give you real-time P&L reporting, budget tracking, expense management, and AI-driven forecasting — natively connected to your Invoicing and Procurement modules for a complete financial picture.
The Problem
Financial reporting requires exporting from three tools and merging in Excel. Forecasting is guesswork.
With Swiftly
Swiftly connects invoices, procurement, and operations data for real-time P&L, cash flow, and forecasting.
Planned Features
- Profit & loss, balance sheet, and cash flow reporting
- Budget creation and variance tracking
- AI-powered financial forecasting and anomaly detection
- Multi-entity and multi-currency consolidation
- Expense management with approval workflows
- Bank feed integration and auto-categorization
- Tax preparation and compliance reporting
- Integration with Invoicing and Procurement for complete financial picture
AI-Powered Finance
Smarter Finance with SwiftlyAI
AI Agent reconciles bank transactions against invoices every morning at 7am.
SwiftlyAI generates monthly financial reports and flags anomalies before you ask.
Works Better Together
One platform. Seamlessly connected.
Every module in Swiftly shares the same data, the same AI, and the same workspace.
Join the Finance waitlist
Be among the first to access early beta and shape the feature roadmap.
No spam. We'll only email you when finance enters beta.