Unlimited, automated, scheduled reporting with Swift Reporting
We are ecstatic to release Swift Reporting solution – our unlimited automated, white label reporting solution! This provides a great addition to our bookkeepers and accountants advisory platform service offering.
The service is provided to bookkeepers and accountants as that wish to provide their customers with the information they need in an automated manner.
Bookkeepers and accountants can invite their customers to configure and receive their own reports automatically, directly, or they can send them their reports manually.
Swift Reporting provides access to unlimited companies and report users for all our reports which at present are:
Our Swift Reporting solution provides unlimited companies and user access to reports.
Scheduled & Automated
You can directly schedule your own report generation frequencies. You can invite as many people as you wish to your report distribution so they can all schedule their own frequency of distribution.
Advisors can schedule assign all report generation for all companies to themselves and they in turn can distribute the reports to their customers or they can invite their customers to their reports enabling the customer to generate their own report schedule.
Report generation schedules can run once, daily, weekly, monthly and yearly.
You are able to load your company logo and company details on the InsightsHub portal which in turn will result in the logo being placed on your reports.
The service provides our advisory partners with unlimited reporting capability derived from our advanced analytics platform.
We are providing this unlimited reporting service at a very good price point of ~$50 per month.