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Accounting

Open items in view, without typing up lists

Swiftpilot reads your accounting data, drafts reminders for approval and sends management the figures every week. It never writes to your accounting.

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  • Read only

    Swiftpilot reads only the tables and columns you approve and never writes to your database.

  • Reminders with approval

    Drafts go to the work basket. Nothing goes out until you approve it.

  • The figures every week

    A short report for management, without anyone gathering figures.

Workflows you can set up

Reminder drafts for overdue invoices

The work is done once someone only checks the drafts.

Start

Schedule

Every Monday at 8 am.

Workflow

  1. Read overdue invoices from your database
  2. Draft a reminder for each invoice
  3. Put the drafts up for approval
  4. Once approved, send them to accounting

Result

Finished drafts that only need checking.

Weekly report for management

The week’s open items and incoming payments, briefly summarised.

Start

Schedule

Every Friday at 2 pm.

Workflow

  1. Read the week’s open items and incoming payments
  2. Summarise the key figures
  3. Email them to management

Result

The week’s figures in the inbox, every Friday.

Questions about invoices

The assistant answers general questions. Special cases come to you.

Start

Website chat

A customer asks about payment methods or terms.

Workflow

  1. Answer from your payment terms
  2. For a question about one invoice: take the contact details
  3. Put the request in accounting’s work basket

Result

Fewer calls, and no question gets lost.

On the dashboard

The accounting dashboard: open items by dunning level with the largest dunned invoices, what needs action, and the results of the workflows.
Screenshot from Swiftpilot

The dashboard of Daniel Kowalski, accounting at Larsenwerk, our demo company.

Connects to

  • Your database: PostgreSQL, MySQL or SQL Server
  • Email
  • Microsoft Teams

Connected securely

The connection to your database is encrypted, Swiftpilot stores passwords encrypted, and it reads only what you approve.

Other departments

Try it with your figures

In a trial you connect your database and set up the first report with the Pilot.

Request a trial