Access all the detailed data not available in your GL

SwiftFinance gives you access to information from other organizational processes that aren’t available in the general ledger

SEE HOW SWIFTFINANCE ACCESS TO AUXILIARY DATA CAN HELP PEOPLE LIKE YOU

A CFO talks about the importance of accessing detailed information from across the organization — and how easy it is with SwiftFinance

CFO

The finance function has been able to take the lead in data analysis across the entire organization, not just financial data, without needing to hire additional specialized resources or rely on IT.

Financial Analyst

I’m now able to easily produce in-depth analyses that explain the operational results of my organization. No need to handle complex technical aspects or spend lots of time manually wrangling data in complicated Excel spreadsheets.

Features

Data from all your organization’s operational processes — details not available in the GL — such as invoice lines, timesheets, and inventories, can be integrated into the solution and accessed directly in Excel.

SwiftFinance enables deeper analyses across your organization’s processes and provides meaningful performance indicators. With SwiftFinance, you effectively tackle challenges such as:

data silos within the organization
high data volume
linking external data with the GL
complex ERP data models
technical barriers to data integration

Sales ⚫︎ Purchasing ⚫︎ Hours ⚫︎ Inventory ⚫︎ Human Resources ⚫︎ Fixed Assets

Sales

SwiftFinance offers complete access to all detailed information on invoices, invoice lines, customers, and products available in your ERP, allowing you to conduct deeper analyses of sales performance. You can also track your sales team’s performance with indicators such as goal achievement, sales by product, territory, period, and more.

Purchasing

SwiftFinance can provides full access to detailed information on orders, order lines, suppliers, and products available in your ERP, enabling more advanced analyses of purchasing performance. Benefit from indicators such as your top 5 suppliers or products by purchase volume, seasonal variations, return ratios, and more.

Hours

SwiftFinance delivers full access to detailed information on timesheets, projects, tasks, and employees available in your ERP or third-party system, allowing you to conduct deeper operational performance analyses. Gain insights with indicators like profitability by employee or project, absenteeism rates, and more.

Inventory

SwiftFinance can provides full access to detailed inventory, warehouse, transportation, and product data available in your ERP, enabling better stock management performance analyses. You can improve inventory management by anticipating stockouts or potential surpluses.

Human resources

SwiftFinance offers complete access to detailed HR data — employees, salaries, benefits, skills, and positions — available in your ERP or payroll system, so you can perform deeper operational analyses. Calculate turnover rates, forecast labor needs, ensure equity, understand the costs of HR policies, and more.

Swiftfinance cqan integrate payroll or hr system data with your financial information

Fixed Assets

SwiftFinance gives full access to detailed information on your organization’s fixed assets. For example, analyze the evolution of book values, track depreciation by site, or plan replacements based on useful life.