Have you ever felt like you’re spending too much time wrestling with pie charts and spreadsheets? Dealing with a constant flow of data, especially when handling numerous receipts and manually entering information, can be stressful and time-consuming. Fortunately, technology is advancing rapidly, seamlessly integrating with various fields like finance management. Platforms like Swipey are becoming increasingly popular, offering solutions to revolutionize the process. Swipey was designed with the intricacies of ever-changing technology in mind. One of its standout features is its ability to generate financial statements, going beyond mere static records. These statements offer two main advantages: detailed financial statements and effortless sharing capabilities.

 

Detailed Financial Statements

Swipey’s statements streamline the process, relieving users of the burden of sorting through piles of receipts and manual data entry. By simply snapping photos of receipts or bills and uploading them to the dashboard, users can save time and minimize human errors. Users can also add notes for further context. Swipey’s AI technology then extracts essential details from the photos, automating the filtering process and categorizing them for future reference.

By automatically analyzing every transaction, Swipey generates comprehensive reports which can be downloaded, allowing users to effortlessly forecast and conduct monthly analyses. Whether it’s identifying spending trends or comparing monthly expenses, Swipey’s reports provide valuable insights. Users can also drill down to specific cardholders or departments to address any outliers. Moreover, these reports can be customized to meet specific requirements, empowering users to make informed financial decisions based on accurate data rather than guesswork or outdated information.

Effortless Sharing Capabilities

Another advantage of Swipey statements is the secure sharing solutions, such as shareable links. This saves time while increasing transparency and accountability within and outside the business. Additionally, the versatility in generating reports in Excel or PDF* format may seem like a straightforward task, but the ideas is tailoring these formats to different situations and facilitating easy sharing among the team or external parties. Excel reports are ideal for internal sharing within the finance team, while PDF reports add a professional touch and can be shared with superiors, auditors, or grant providers, reducing safety risks and version control issues. For example, auditors can remotely access relevant reports, leading to more consistent and efficient findings. Moreover, real-time data sharing ensures everyone is working with the most accurate information, lowering the risk of confusion.

*PDF statements are only available via paid plans.

Conclusion

As the financial landscape evolves, leveraging such features becomes crucial to staying ahead. To determine whether Swipey is the best expense management platform for your business, consider its potential to save time and money in the long run while adding value to the process; Swipey statements offer precisely that opportunity.

So, why not give it a try and test it for free today?