Swift Finance

Start your week by opening Swift Finance and turning ad‑hoc spreadsheets into a controlled workspace. Deploy it in your environment, set roles, and decide who can view, edit, or approve. Create the structure of your business—companies, departments, projects—and assign owners with Group Management. Connect to your ERP or upload trial balances, map accounts once, and lock mappings so they cannot drift. From there, every plan, actual, and adjustment lives in one place, under the same chart of accounts and calendar.

To kick off a budget or forecast, pick a template and generate tasks for each owner. Build driver-based models for revenue, headcount, OPEX, and CAPEX; add versions and scenarios to compare best case, base, and downside. Owners enter numbers, attach notes, and answer review comments inline. Due dates and reminders keep the cycle moving, while approvals route submissions to finance for consolidation. You can roll forward last year’s plan, add new cost centers, and publish updates without breaking history.

When it is time to communicate results, design reports once and reuse them. Assemble P&L, balance sheet, and cash flow with a drag-and-drop builder, or start from prebuilt statements. Schedule distributions to executives and managers by role, with filters that show only their slice. Add narrative, variance bridges, and charts for a complete management pack, then export to PDF or Excel with one click. Need an answer fast? Run an ad hoc query, pivot by entity or department, and save the view for next month. more