ACCOUNTANTS & FIDUCIARIES

Access all client entities in a single app: automate, become faster, smarter, and deliver more value.

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Aggregate

Fast track access to the data you need, when you need it, to be able to focus on strategic activities like accounts production and analysis.

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Orchestrate

Streamline invoice management, payments, and cash allocations across multiple companies.

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Report

Trade time-consuming and redundant questions from clients, for beautiful dashboards and reports that answer their needs.

Grow your practice while offering your clients a state-of-the-art, real-time digital experience.
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Collaboration

One account, multiple companies.

Access and work on all of your clients banking data in a single place. Never loose a minute more chasing bank statements.

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Multi-entity support
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Users and permissions management
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Accounting solutions integration
Automation

Automate invoice capture across all your clients.

Give your clients a simple and automated tool to capture and pay all of their invoices. Thereby giving yourself more time to focus on strategic work and accounts production.

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Extraction of invoices data (paper or digital)
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Payments approval flows
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Automated reconciliation
List of workspace invoices
New payment screen + notifications alerts
Digitalisation

All of Sway’s features included.

Offer your clients the full Sway experience. Give them access to a platform empowering them with a clear understanding of their finance, and an enhanced decision power. See offering for SMB clients.

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Multibanking & paperless on-boarding
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Invoice capture & processing
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Reporting and analytic dashboards
REFERENCES
Dyn group logoFidbox iconAuditoria logo