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Unlimited, Scheduled, White Label Reports

Our automated reporting solution ensures you always have the information you need when you wish to receive it. Swift Reporting integrates to your accounting data and provides prebuilt reports as scheduled

The Swift Reporting solution is great for any bookkeepers and accountants that wish to service their customers with insightful reports. Additionally to your standard Income Statement, Balance Sheet and Trial Balance we have created a Performance Report and a Management Report.

We have made it easy for bookkeepers and accountants to invite their own teams to access the reports or they can invite their customers to schedule and access the reports directly.

Please Note: The Swift Reporting solution provides unlimited reports but does not provide any access to the analytical applications. Should your customer wish to have access to their applications you would need to subscribe to an accounting practice package




Subscriber Add-On

Swift Reporting is a paid subscription service that provides unlimited, scheduled, automated, white labelled reports to all users that have been provided access to the reports. The solution provides detailed reporting on your finances:
  • Performance Report
  • Management Report
  • Income Statement
  • Balance Sheet
  • Trial Balance

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Report Examples

The management report consists of 23 excel sheets of exported visualizations that will provide you with comprehensive information across your financial data. The report sheets cover customers, Sales, Expenses, Suppliers, Cashflow, Gross Profit and Inventory Management.

The performance report provides visualizations and context comparisons on the Sales, Costs & Profit/Loss, Working Capital, Trade Receivable, Trade Payable and Expenses.

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