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Set Up Your Bookkeeper Account

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 β€” transactions, receipts, and reports β€” so you can do your work without being able to move or spend any funds. Bookkeepers access Swipey via

Download Statements

Swipey gives you three types of downloadable reports β€” your transaction history, your funds statement, and your paid bill receipts. All are available from the Admin Dashboard and can be downloaded anytime. Who can download statements: Admin and Bookkeeper only. Employees do not have access to statements. Transaction Statement A

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