As a Bookkeeper, you have been invited by your company’s Admin to access Swipey. Your role gives you view-only access to the company’s financial data — transactions, receipts, and reports — so you can do your work without being able to move or spend any funds.
Bookkeepers access Swipey via the web dashboard only. The mobile app is not available for the Bookkeeper role.
What You Can Access #
| Feature | Bookkeeper Access |
| View all transactions | ✅ |
| View and download receipts | ✅ |
| Download statements and reports | ✅ |
| Accounting integration (QuickBooks / Xero) | ✅ |
| Move or transfer funds | ❌ |
| Issue or manage cards | ❌ |
| Invite or manage employees | ❌ |
| Mobile app access | ❌ |
Step 1: Accept Your Invitation #
Check your email for an invitation from Swipey. Click Accept Invitation in the email to get started.
Can’t find the email? Check your spam or junk folder. If it’s not there, ask your Admin to resend the invitation.
Step 2: Set Up Your Login #
Follow the on-screen steps to create your password and set up your account credentials.
Step 3: Log In to the Dashboard #
Go to app.swipey.co and log in with your email and password.
Important: Do not download the Swipey mobile app — it is not compatible with the Bookkeeper role. All your work is done from the web dashboard.
Step 4: Get Familiar With Your Dashboard #
Once logged in, you will have access to:
- Transactions — view all company card transactions, filter by date, employee or card
- Funds — view fund history and download the account statement
- Accounting — connect and sync to QuickBooks or Xero
- Payouts — view paid bills and download receipts
What’s Next? #
Now that your account is set up, connect your accounting software to start syncing transactions. 👉 Accounting integration
Need Help? #
If you’re unsure or want someone to guide you through it, we’re here.
📞 Book a 30 min session and we’ll guide you through using Swipey
Common Questions #
I clicked the invitation link but it says it has expired — what do I do?
Invitation links expire after a set period. Ask your Admin to resend the invitation and use the new link promptly.
Can I request access to additional features?
Your access level is set by your Admin. If you need additional access, speak to your Admin directly — they can update your role if needed.
Can I log in on mobile?
The Bookkeeper role is web-only. The Swipey mobile app does not support Bookkeeper access.
Can I make changes to transactions or receipts?
No — Bookkeeper access is view-only. You can view, filter and download data but cannot edit or delete anything.
