ACCOUNTANTS & FIDUCIARIES

Access all client data in a single app.

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Collect

Fast track bank and invoice data collection thanks to generative AI and Open Banking.

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Organise

Find the information you need, when you need it, store it securely, and collaborate easily.

Automate

Streamline invoice management, payments, and accounting without changing your accounting tool.

Collaborate and offer your customers a unique digital experience.
Collaboration

All your clients' bank data in one place.

Stop wasting time chasing statements or connecting to ebankings. Access and manage all your clients’ bank accounts from a single dashboard: thanks to open banking and AI, they make the connection and share data with you in seconds, for traditional banks, neo banks, and even credit cards. Less manual work, more time for what matters.

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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 and storage.

Give your clients a simple and efficient tool to capture and pay bills, and manage invoices, with the help of generative AI. In the web, or on their mobile phones, the app is always at hand when they need it. Third-party management and reconciliation is all pre-processed automatically and let you 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
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
testimonials
Matthieu Chamorel - DYN Group
"Transactions are downloaded automatically —no need to format and import, no misunderstandings with the team."
"In just a few seconds, the I can check my liquidities and the latest movements - it's now a daily habit."
Damien astolfi - fidbox
Carlo Orsino - Plus fiduciaire
"Time savings, fewer human errors, and easier day-to-day liquidity management."
REFERENCES
Dyn group logoFidbox iconAuditoria logo