Closing your month is stressful? Your planning process is complex and labor-intensive? You don't have time to forecast? Not sure if you can trust your numbers?

We improve end-of-month, end-of-year, planning and forecasting processes for SMB's Finance Departments

EMPOWER YOUR FINANCE TEAM NOW

Swift Finance connect to the General Ledger Module of your ERP, and give you access to all it's data directly in Microsoft Excel.  Transform your Finance Department and make it more efficient with increased flexibility, less manual operations and reduced human errors.

INTUITIVE REPORTING

Quickly build custom financial reports
Use your existing knowledge of Microsoft Excel to quickly build custom financial reports. No VBA, no formulas to get the data, no new interface to learn. Safely share report templates with your colleagues.

POWERFUL PLANNING & FORECASTING

Write back and allocate numbers with ease
Numbers can be saved to our Swift Finance server from any standard Excel worksheet. Quickly build your own validation reports and use them as input templates, customized according to the specific needs of your planning process. Manage budgeting and forecasting scenarios at ease directly from Microsoft Excel.

FLEXIBLE CHART OF ACCOUNTS ROLLUP

See your numbers the way you want
Easily define accounts rollup, create additional hierarchies, and share them between users directly in Microsoft Excel, without having to write a single formula. This allows for specialized reporting and analysis not often available in standard GL packages.

GET THE SOURCE GL DETAILS

Have access to all transaction postings
Get the list of all postings related to any numbers in your Excel worksheet, complete with all the data elements available in the source ERP. Build and share user-defined lists that target specific process needs.