SwiftFinance
Specialized Applications
Manage organization-specific processes directly inside Microsoft Excel using the unique features of SwiftFinance’s specialized applications — and simplify all your financial operations.
Centralize the operation of financial processes not supported by your ERP
SEE HOW SWIFTFINANCE APPS CAN HELP PEOPLE LIKE YOU
Financial Analyst
Each department head enters their resource forecasts, while salary and fringe benefit entries are generated in real time — letting me quickly validate salary planning at a global level.
Accounting Technician
I can manage and execute my non-accounting processes much more easily, with fewer errors, compared to when they were scattered across multiple Excel files, each with its own structure and documentation.
Features
Financial processes not supported by your ERP are operated through specialized applications within the centralized SwiftFinance financial model and accessed directly inside Microsoft Excel. They are customized specifically to the needs and particularities of your organization.
SwiftFinance allows you to integrate and centralize the management of your organization’s processes, effectively addressing challenges like:
- user-maintained homegrown applications
- unsecured data dispersion
- preserving operational know-how
- extra-accounting information scattered across multiple Excel files
Loan Management ⚫︎ Amortization ⚫︎ Budget process tracking ⚫︎ CAPEX request ⚫︎ Salary Planning ⚫︎ Allocation ratios ⚫︎ Shared costs ⚫︎ Mapping table ⚫︎ Your custom application
Loan management
SwiftFinance offers a centralized application, accessible directly in Microsoft Excel, for managing loan repayment schedules and automatically generating liability and interest payment transactions.
Amortization
SwiftFinance provides a centralized application, accessible in Microsoft Excel, to manage amortization schedules and automatically generate period transactions.
Budget process tracking
SwiftFinance offers a centralized application, accessible in Microsoft Excel, to track the steps of the budgeting process and ensure collaboration among all stakeholders.
CAPEX
SwiftFinance delivers a centralized, department-secured application inside Microsoft Excel for entering CAPEX requests, approving them, and automatically generating budget transactions.
Salary planning
SwiftFinance offers a department-secured application, accessible directly in Microsoft Excel, for calculating salaries and benefits using individual, role-based, or hybrid models — with automatic generation of budget transactions.
Allocation ratios
SwiftFinance provides a centralized application, accessible in Microsoft Excel, to manage custom allocation ratios used when distributing amounts during budgeting or forecasting.
Shared costs
SwiftFinance delivers a centralized application, accessible in Microsoft Excel, to manage the allocation of common costs across departments, legal entities, or other elements.
Mapping tables
SwiftFinance offers a centralized application, accessible in Microsoft Excel, to manage equivalencies between definitions from different ERPs, enabling clear and consistent data harmonization at the consolidated level.
Your application
SwiftFinance can deliver a custom, specialized application directly inside Microsoft Excel, allowing you to securely and centrally manage data for a process not supported by your ERP or one specific to your organization’s nature. Custom apps can also be used to implement advanced calculation logic for complex planning requirements.
DO YOU HAVE UNIQUE MANUAL PROCESSES?
Request a short interactive demo to see how you can manage them directly from Microsoft Excel in a secure, centralized environment.
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