Prices plans tailored to your needs

YEARLY SUBSCRIPTION FROM $15K


Reporting
Edition

  • Everything you need to easily produce financial reports in Microsoft Excel, improve the efficiency of month-end closings, and benefit from our secure, centralized financial analytical model
  • 1 ERP
  • 5 users
  • Technical support


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Budget
Edition

  • In addition to reporting, accelerate the operation of your financial planning process, and produce budgets and forecasts much more easily and collaboratively

  • 1 ERP
  • 5 users
  • Technical support


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Entreprise
Edition

  • In addition to budgeting, automate centrally all your financial information from multiple ERPs, including historical data from decommissioned ERPs, with total traceability 

  • 2 ERP
  • 5 users
  • Technical support


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Entreprise+
Edition

  • Access all modules for a complete, low-cost solution, and benefit from personalized premium support



  • 2 ERP
  • 10 users
  • Premium support


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Compare plans​

Reporting

Budget

Entreprise

Entreprise+

Offer

Users

ERP connector

 

Number of users included.
Number of connectors to ERP finance module included. Additional connectors not included.

5

10

10

20

1

1

2*

2*

*: Additional ERP connectors not included.

Reporting

Budget

Entreprise

Entreprise+

Financial analytical model

Calendars

Accounts

Currencies

 

 

More
SwiftFinance's financial analytical model supports several types of tax calendars, from the most basic with periods aligned to months, to the most complex with periods aligned to alternating 4 or 5 weeks, potentially followed or not by an additional year-end period.
SwiftFinance's financial analytics model supports multiple accounts and account charters, each with its own irregular hierarchy of aggregation totals, enabling the organization's specific financial reporting needs to be met more effectively.
SwiftFinance's financial analytical model supports multiple currencies, enabling the same report to be displayed in local currency, or in the consolidated currency of the organization as a whole.

Segmentation

SwiftFinance's financial analytical model supports the breakdown of accounting keys of any kind into independent accounting dimensions, each of which can have multiple aggregation hierarchies, enabling the organization's specific financial reporting needs to be met more effectively.

 

 

SwiftFinance's financial analytical model supports entry types such as opening entries, corrections, adjustments or openings.

Entry types

 

Languages

SwiftFinance's financial analytical model supports multiple languages, both in the definitions of data elements and in the values they contain, making it possible to manage a single report and then access it in several languages.

Legal entities

ERP Sources

Scenarios

Funds

SwiftFinance's financial analytical model supports multiple legal entities, enabling financial information to be reported at the level of each legal entity individually, grouping them together where necessary, right up to a consolidated version of all entities at the overall organizational level.
SwiftFinance's financial analytical model supports financial data from multiple ERPs, including decommissioned ones containing historical information, enabling financial information to be reported as it was originally, and thus retaining full traceability of data back to its source.
SwiftFinance's financial analytical model supports multiple scenarios, whether budgetary, forecast or adjustment, allowing actual and planning data to be centralized in one place.
SwiftFinance's financial analytical model supports the notion of funds for fund accounting, which is widely used in NPOs and Native American reserves.

Reporting

Budget

Entreprise

Entreprise +

Financial Reporting

Layout reporting

AI decode

Fiscal calendars

 

 

More
SwiftFinance reads your standard Excel sheet and the artificial intelligence takes care of understanding what you want, then generates the necessary queries to calculate and obtain the required values. There's no code or formulas to write.
SwiftFinance uses an integrated AI agent to read the Excel sheet where the report is located, understand what the user wants to see and then automatically generate queries to the financial analytical model to find the requested values and then insert them in the right place in the report.
SwiftFinance provides easy access to report financial information according to the fiscal calendar used in your organization, from a basic calendar with periods aligned to months, to more complex calendars made up of 5-4 week periods with one or two year-end periods.
SwiftFinance offers a “no code” approach that simplifies the production of financial reports in a normal Excel sheet, without the restrictions and complexity imposed by pivot tables. You can then use all the features you've already mastered, such as formats, hidden columns and groupings.

 

 

Irregular crosses

Customized totals

Automatic filters

SwiftFinance allows you to cross-reference any element on the same axis, even if they are not of the same hierarchical level, which is very common in financial reporting and is a major issue in other reporting solutions.
SwiftFinance centralizes the account aggregation structure, enabling everyone to reuse a common nomenclature and calculations, thus greatly reducing the human errors caused by each individual replicating these calculations in each report.
SwiftFinance automatically transforms on-page data elements in a report into powerful, interactive filters, enabling you to create dynamic reports in Microsoft Excel without pivot tables, slicers or vba code.
SwiftFinance lets you impose automatic filters on data according to flexible criteria such as user, user group, accounting key element, department or account list, enabling you to deploy the same report to several users, each of whom can access only the data to which they are entitled.

100% Excel

SwiftFinance intelligently supports multilingual reports, both at the level of data element definitions, and for the data itself, which means you only need to manage one version of a report, and then deploy it in several languages.

Custom filters (RLS)

Multi-lingual

Reporting

Budget

Entreprise

Entreprise +

Budgets & Forecasting

Account entry

Scenario editor

Allocations

 

 

More
SwiftFinance allows values to be entered into an Excel template and then written directly from Microsoft Excel to a centralized, secure server, facilitating instantaneous information sharing and monitoring of the budgeting process.
SwiftFinance lets you manage multiple budget and forecasting scenarios outside the limitations imposed by ERP systems, directly from Microsoft Excel.
SwiftFinance automatically generates value allocations on several axes of the accounting key, according to flexible parameters, enabling you to produce a budget more quickly using a top-down approach.

Templates

SwiftFinance lets you define and share complex budget entry templates with those involved in the budgeting process, ensuring that they can only see their own data, which is accessed directly in Microsoft Excel without having to email or share it by file.
SwiftFinance lets you quickly create forecast scenarios based on the actual for the fiscal year to date, as well as the budget for the remaining periods of the fiscal year.

Budget process (App)

 

Forecasts

SwiftFinance tracks all stages of the budgeting process and ensures collaboration between all stakeholders, using a customized application driven directly from Microsoft Excel.

CAPEX (App)

Salary planning (App)

 

Ratios (App)

SwiftFinance offers a centralized application adaptable to your organization's context, accessible directly in Microsoft Excel, which is centralized and secured by department, for CAPEX request entry, approval and automatic generation of budget transactions.
SwiftFinance offers a centralized application adaptable to your organization's context, accessible directly in Microsoft Excel, which is centralized and secured by department, with salary and benefit calculations according to an individual model, by job type, or hybrid, and allowing automatic generation of budget transactions. bénéfices selon un modèle individuel, par type de poste, ou hybride, et permettant la génération automatique des transactions du budget.
SwiftFinance offers a centralized application for managing customized allocation ratios that will be applied when allocating amounts during budget or forecast planning.

Budgets and forecasts: For applications, see Auxiliary applications below.

Reporting

Budget

Entreprise

Entreprise +

Unified data integration

Multiple ERPs

Multiple legal entities

Harmonization of charters

 

More
SwiftFinance enables you to consolidate financial information from several ERP systems into a single, centralized view, while retaining the exact source of the information, so that it can be restored to its original form if required.
SwiftFinance enables you to consolidate the financial information of several legal entities into a single, centralized view, while retaining the exact source of the information so that it can be restored to its original form if necessary.
SwiftFinance makes it possible to consolidate several heterogeneous charts of accounts into a single, harmonized, centralized chart, while retaining the exact origin of the information so that it can be restored according to the original charters, if required.

Elimination entries

SwiftFinance enables the use of specialized, centralized legal entities that do not exist in ERP systems, to facilitate the application of consolidation and intercompany elimination rules to produce a global consolidated version of the organization more easily.

Equivalence rules (App)

SwiftFinance allows you to define equivalence rules for definitions that differ between two ERPs, so as to unify information at consolidated level in a clear and unambiguous way in financial reports.

Historical data

SwiftFinance enables you to save and integrate a copy of historical data from an ERP that is or will be decommissioned, so that you can report seamlessly with data from the ERP in operation within the organization.

 

Unification and centralization: For applications, see the Specialized Applications section below.

Reporting

Budget

Entreprise

Entreprise +

Month-end closing

Drill-through to detailed data

Instant update

VBA Automation

SwiftFinance enables on-demand transfer of all the latest adjustment entries made in ERP systems, without having to reload all the data from the analytical model, in order to reduce validation time at month-end.
SwiftFinance exposes an additional VBA object model providing programmable access to the solution's advanced functionality, enabling automation of any closing process.

Loans(App)

SwiftFinance provides access to all the detailed information associated with the financial transactions used to calculate any figure in a report, automatically generating interactive tabular reports to facilitate figure validation during the month-end process.
More

 

 

Amortization (App)

SwiftFinance offers a secure and centralized application, adaptable to the context of your organization, accessible directly in Microsoft Excel, which allows the management of depreciation and the automatic generation of transactions for the end of the month.
SwiftFinance offers a secure, centralized application that can be adapted to your organization's context and accessed directly in Microsoft Excel, enabling you to manage your loan repayment schedule and automatically generate transactions for the end of the month.

 

SwiftFinance offers a secure, centralized application that can be adapted to your organization's context and accessed directly in Microsoft Excel, enabling you to monitor the month-end process.

Process monitoring (App)

Month-end closing : For applications, see the Specialized Applications section below.

Reporting

Budget

Entreprise

Entreprise +

Power BI Reporting

Power BI Extension

Financial dataset 

Pre-calculated  measures

 

 

More
SwiftFinance offers an automatic data update mechanism between the analytical model and the Power BI dataset, enabling data to be synchronized between Microsoft Excel and Power BI.
SwiftFinance offers a specialized PowerBI dataset that exposes all the data elements already available in Microsoft Excel, such as tax schedules, scenarios, accounting dimensions, accounts, custom totals, as well as a complete set of pre-packaged DAX metrics to facilitate the production of financial reports and dashboards in Power BI.
SwiftFinance's Power BI extension offers DAX versions already coded for use with all the specialized metrics required for financial reporting issues, and which are already available in Microsoft Excel.

Set of reports

SwiftFinance offers a set of ready-to-use financial Power BI reports that can be quickly deployed as is, or used as the basis for versions tailored to your organization's specific reality.

Reporting

Budget

Entreprise

Entreprise +

Collaboration

Sharing reports

 Sharing drill-through

Notes

SwiftFinance allows you to share detailed report definitions, enabling you to explore the detailed transactions used to calculate any figure in a report.
SwiftFinance lets you attach and share interactive notes on any figure in a report, and find that note in any report displaying that figure.

Documentation

SwiftFinance offers a module for documenting an organization's financial processes, and for sharing this documentation with all those involved in the process.
SwiftFinance lets you share reports and budget templates directly in Microsoft Excel, without having to e-mail Excel files or access them in a shared directory.
More

 

 

Reporting

Budget

Entreprise

Entreprise +

Governance

Traceability

Activity logs

Central taxonomy

 

 

More
SwiftFinance keeps track of all data transformation activities, from raw data in ERP to analytical models and Power BI, including business rules, mappings, filters, corrections and aggregations.
SwiftFinance keeps a record of all activities carried out by users with the functionalities offered by the solution, particularly at data level, such as accesses to a dataset, queries requested, or entries made.

 

Descriptive intelligence


Compliance

SwiftFinance enables you to quickly identify which values displayed in a report or input template are different from those centralized on the server, and thus determine which changes have been made to the figures by those involved in the budgeting and forecasting process.

Customized filters (RLS)

Access control and security

Reporting

Budget

Entreprise

Entreprise +

Operational data access

Sales

Purchasing

Hours

SwiftFinance can offer complete access to all the detailed information on orders, order lines, suppliers and products available in your ERP systems, enabling you to make more in-depth analyses of purchasing process performance.
SwiftFinance can provide full access to all the detailed timesheet, project, task and employee information available in your ERP system, enabling you to make more in-depth analyses of business process performance.

Inventory

SwiftFinance can provide complete access to all the detailed inventory, warehouse, transport and product information available in your ERP system, enabling you to make more in-depth analyses of the performance of the inventory management process.
SwiftFinance can offer complete access to all the detailed information on invoices, invoice lines, customers and products available in your ERP system, enabling you to make more in-depth analyses of sales process performance.
More

 

 

peut offrir un accès simplifié aux données qui sont captées par des processus uniques à votre organisation et vous permettre ainsi de les analyser de la même manière que les données financières.
Swiftfinance can provide simplified access to human resources data such as positions, salaries, vacancies and turnover.

 

Your process

Swiftfinance can provide simplified access to data captured by processes unique to your organization, enabling you to analyze it in the same way as financial data.

Human Resources

Fixed assets

Swiftfinance can provide simplified access to fixed asset data, enabling you to analyze them in the same way as financial data.

Reporting

Budget

Entreprise

Entreprise +

Specialized Applications

More

 

 

 

 

Shared expenses

SwiftFinance offers a centralized application for managing common cost allocation ratios between departments, legal entities or other elements.

Allocations ratios

Salary planning

SwiftFinance offers a centralized application adaptable to your organization's context, accessible directly in Microsoft Excel, which is centralized and secured by department, with salary and benefit calculations according to an individual model, by job type, or hybrid, and allowing automatic generation of budget transactions. bénéfices selon un modèle individuel, par type de poste, ou hybride, et permettant la génération automatique des transactions du budget.

CAPEX

SwiftFinance offers a centralized application adaptable to your organization's context, accessible directly in Microsoft Excel, which is centralized and secured by department, for CAPEX request entry, approval and automatic generation of budget transactions.

Loans

Swiftfinance offers a secure, centralized application, adaptable to your organization's context and accessible directly in Microsoft Excel, for managing loan repayment schedules and automatically generating transactions relating to liabilities and interest payments.
SwiftFinance offers a secure, centralized application that can be adapted to your organization's context and accessed directly in Microsoft Excel, enabling amortization management and automatic generation of transactions for a given period.

Amortization

Budget processes

SwiftFinance offers a secure, centralized application that can be adapted to your organization's context and accessed directly in Microsoft Excel, enabling you to track all stages of the budgeting process and ensure the collaboration of all stakeholders.
SwiftFinance offers a centralized application for managing customized allocation ratios, used when distributing amounts in budget or forecast planning.

Your applications

SwiftFinance allows you to offer a specialized, tailor-made application directly in Microsoft Excel, enabling you to centrally and securely manage data relating to a process that is not supported by your ERP systems, or that is specific to the nature of your organization.

Equivalences

SwiftFinance offers a centralized application, accessible directly in Microsoft Excel, which enables you to manage equivalences between definitions from different ERPs, so that they can be harmonized globally.

Reporting

Budget

Entreprise

Entreprise +

Support and coaching

Updates

Initial training

Continuous training

To help you get to grips with the SwiftFinance solution, an initial training course has been set up for user-contributors.
SwiftFinance offers a continuing education service that can be tailored to customers' needs.

Technical support

SwiftFinance customers benefit from dedicated, trained and courteous local technical support.
This includes updates to existing SwiftFinance components and feature enhancements.
More

 

 

User support

Extended support

 

On request and at additional cost, SwiftFinance customers can benefit from extended support outside regular business hours and days.
SwiftFinance users benefit from a local, professional customer service team that understands the specific needs of accounting and finance departments.

Monitoring

The SwiftFinance solution offers a solution monitoring and alert service that enables users to receive notifications of process success or failure.


ANY QUESTIONS?

One of our specialists will be happy to help you find the ideal package for your needs. 

 Contact us now for a quotation