SwiftFinance
Collaboration
Excel files sent via email? Duplication of effort? Difficult tracking of undocumented key processes? Master these complex issues with SwiftFinance's unique features and simplify all your financial operations.
Increase collaboration in your organization for greater efficiency and sustainability
SEE HOW SWIFTFINANCE CAN HELP PEOPLE LIKE YOU COLLABORATE BETTER
Accounting Technician
Using a centralized solution allows us to coordinate activities more efficiently between our team members and business stakeholders, allowing us to complete steps in our financial processes more quickly.
Financial Analyst
Sharing budget entry templates reduces the collaboration time we previously had. Centralized tracking in SwiftfFinance, accessible directly in Microsoft Excel, gives us a complete view of all our financial processes.
Features
Financial processes are implemented and documented in a centralized environment that simplifies management and promotes collaboration between your team members.
SwiftFinance thus helps improve the efficiency and sustainability of operations in your organization, by effectively resolving issues such as ;
- monitoring of financial processes operations
- silo work
- sharing best practices
- process documentations
- Duplication of efforts
- retention of key expertise
Partage de rapports ⚫︎ Sharing input templates ⚫︎ Sharing drill-to-detail configurations ⚫︎ Notes de rapports ⚫︎ Process documentations ⚫︎ Sharing custom totals ⚫︎ Process Monitoring
Reports sharing
SwiftFinance allows you to share reports within your team, directly in Microsoft Excel, according to the confidentiality rules you have defined.
Input templates sharing
SwiftFinance enables the sharing of budget entry templates within your organization, directly in Microsoft Excel, which strengthens collaboration in budget processes involving many stakeholders.
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Drill-to-details sharing
SwiftFinance enables the sharing of drill-down definitions in interactive tabular reports, promoting the reuse of shared expertise and the adoption of best practices within your team.
Report notes
SwiftFinance allows you to attach and share interactive notes on any number in a report, saved in our centralized database and enabling sharing of important contextual information between users.
Documentation
SwiftFinance allows you to document, directly in Microsoft Excel, all of your organization's financial processes and share this documentation with all stakeholders involved in their implementation.
Custom totals sharing
SwiftFinance enables the sharing of custom aggregation hierarchies, such as charts of accounts or organizational structures, allowing synchronizing team actions and reducing the risk of manual errors in your financial processes.
Process monitoring
SwiftFinance facilitates centralized tracking in Microsoft Excel of collaborative processes involving multiple stakeholders or departments, improving collaboration and efficiency.
DO YOU WANT TO WORK MORE EFFICIENTLY ?
Request a short interactive demo to learn how your team can increase efficiency through better collaboration.
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