Tutorial

To start using Sway, first download the App from the App Store if you're on iOS, of from the Google Play Store if you're on Android.

You will then be able to sign-up, create a workspace, and connect your bank accounts in minutes. Follow along the video tutorial below to discover how to proceed.

Once you're set-up, enjoy accessing all your accounts in a single app in real-time, while collaborating seamlessly with the people you chose, leveraging the power of Swiss Open Banking.

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Here's how you can best start using the Sway app:

• Access and display your bank accounts data in one single place, with a beautiful dashboard.
• Give access to this information to relevant team members.
• Review your transactions every day and add relevant information such as invoices.
• Submit payments to your bank accounts via IBAN or QR invoice.
• Export your bank statements to cloud-based accounting systems such as Xero and Quickbooks

You can have a quick glimpse at the app's key feature in the video below.

An authenticator app is a mobile application that generates unique security codes to help protect your account. These apps create a new 6-digit code every 30 seconds that you'll need to enter along with your password when signing in.

This adds an extra layer of security to your account. Even if someone discovers your password, they won't be able to access your account without the current code from your phone.

Here are the most popular authenticator apps you can use with Sway Finance:

• ‍Google Authenticator: Available for both iPhone and Android, this is one of the most widely used options.‍
• Duo Mobile: a very simple and modern solution, also available on both platforms‍
• Authy: Popular for its simple interface and ability to work across multiple devices, including computers.

Most password managers also allow this feature, for instance:

• ‍1Password: If you already use 1Password for passwords, it also includes authenticator features; have a look here.
• Proton pass: Also a great alternative if you're looking for a more Swiss-based solution, with a clear setup walkthrough.

To set up an authenticator app with Sway Finance, download one of these apps and scan the code we provide in your security settings. Your app will immediately start generating the security codes you need.

We recommend keeping your authenticator app updated and having a backup plan (cloud-based for instance) in case you lose your phone. If you need help setting this up, contact our support team via our contact form: https://www.swayapp.io/contact.

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Important notice for UBS clients that have opened their account before 2023: If you have a collective signature on the account OR if your contract is linked to a personal UBS account, you will need to request the activation of Open Banking for your account. Please refer to the related FAQ linked below.

In a few easy steps you can connect your UBS accounts to Sway Finance and leverage your banking data for better cash management, thanks to Open Banking.

Here's a 2-minute video that shows you how to proceed.

Please note: This applies only to UBS clients that have a collective signature OR a linked private account to the same contract.

If you are in this case, UBS has not activated Open Banking by default, and you will need to request its activation. To do so, you may proceed as follows:

1. Login to your e-Banking.

The following screenshots refer to the web e-banking.

2. Navigate to Mailbox > Messages.

3. Click to create a message to client advisor.

4. Ask them for the necessary documents to activate the services.

You may copy the message below to send to your advisor:

Dear Sir/Madam

I would like to use the technical interface service in UBS Digital Banking, in particular to authorise a connection with Sway Finance (third-party provider on bLink).

Could you send me the documents I need to activate this service? If possible, for online signing directly in e-Banking?

Thank you in advance for your help and have a nice day.

Best regards,

5. Sign and return the documents

Once you have received, signed and returned the documents (should be doable over the e-Banking) they will activate the services and you will be able to connect to Sway.

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If you need assistance with this process, don't hesitate to contact us.

In a few easy steps you can connect your Credit Suisse accounts to Sway Finance and leverage your banking data for better cash management, thanks to Open Banking.

Here's a 2-minute video that shows you how to proceed.

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In a few easy steps you can connect your Valiant accounts to Sway Finance and leverage your banking data for better cash management, thanks to Open Banking.

Here's a 2-minute video that shows you how to proceed.

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From the dashboard view, tap on your workspace avatar (here the yellow circle written "AC") to open your workspace settings.

From there, tap to open the collaborator entry. The app displays the list of collaborators within your workspace.

Tap the "plus" button to add a new collaborator. Here, you simply need to provide you coworker's email address and the level of authorisation they should have on your workspace.

Tap the send button. They will receive an email inviting them to join your workspace. If they do not have a Sway account yet, they will be able to create their user and then accept the invitation.

Once you've signed up, created your workspace, and connected a first bank account, you can easily enable the Xero daily sync. Simply go through the steps below or follow along the video.

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‍1. Invite the Sway Bot

1. Go to "Settings" from your Sway dashboard
2. Select "Collaborators" from the menu
3. Click the button to Invite the Sway bot to your workspace
4. You will be notified by e-mail when the Bot was successfully enabled

2. Configure Xero Access

1. Open Xero and click the menu button at the top left
2. Navigate to "Settings" → "User"
3. Send an invitation to: bot@swayup.io with "Business and Standard Accounting" rights

Your benefits

Once setup is complete, you'll benefit from:

1. Automatic daily transaction sync between your Swiss bank accounts and Xero, each business day
2. Real-time reconciliation capabilities that keep your books balanced
3. Up-to-date accounting records reflecting your current financial position
4. Streamlined financial management that reduces manual work

On top of that, you can easily invite collaborators to your Sway Finance workspace to easily manage bills and invoices, submit payments to your banks and automate your cash management and accounting processes.

Complete setup takes 5-10 minutes and only needs to be done once. Your financial data will then flow seamlessly and securely between platforms.

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