Swipey gives you three types of downloadable reports — 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
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
Keeping receipts tied to transactions makes your expense tracking clean, audit-ready, and saves your team hours at month end. There are four ways to do this: 🖥️ Admin Dashboard Upload receipts from your browser. 📱 Swipey Mobile App Snap and attach on the go. ✨ Alfie AI (Auto-Match) Let Alfie
Every Swipey user gets access to a prepaid VISA card — and depending on your plan, you may also be eligible for a Corporate Card. The type of card you receive depends on your plan and what your Admin assigns to you. Here’s everything you need to know about the
Your company’s Admin has invited you to Swipey. Follow the steps below to get your account set up and your card ready to use. The whole process takes about 10 minutes. Employees use Swipey via the mobile app only. You will not have access to the web dashboard. Step 1:
Swipey cards are prepaid VISA cards — you can spend what’s loaded on your card, nothing more. Here’s how to use each card type. Using Your Virtual Card Virtual cards are for online payments only. Use them anywhere that accepts VISA online — subscriptions, SaaS tools, e-commerce, digital advertising, and
Multi-entity lets you manage all your companies from one Swipey login — each with its own cards, budgets, and admins, all accessible without logging out. Which situation applies to you? 🆕 Path A — I’m new, or only have one company registered Register and add additional entities 🏢 Path B
Swipey gives you three types of downloadable reports — 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
Connecting Swipey to your accounting software means every transaction syncs automatically — no manual data entry, no chasing receipts at month end. Swipey currently integrates with QuickBooks Online and Xero. Choose your accounting software below and follow the steps. Before you start: You’ll need Admin or Bookkeeper access on Swipey,
Swipey’s Payouts feature lets you manage and pay your business invoices and bills directly from your dashboard — locally and internationally. Forward your bills, review the details, schedule payment, and Swipey handles the rest. No more manual transfers or missed due dates. Payments supported: Local bank transfer, JomPay, and international
Keeping receipts tied to transactions makes your expense tracking clean, audit-ready, and saves your team hours at month end. There are four ways to do this: 🖥️ Admin Dashboard Upload receipts from your browser. 📱 Swipey Mobile App Snap and attach on the go. ✨ Alfie AI (Auto-Match) Let Alfie
Getting your team to their first transaction is simpler than it sounds. There are two quick things to do — put money into Swipey, then send it to the right card. Most people are up and running in under 10 minutes. Step 1: Add money to Swipey Think of this
Once your master account is funded, you can distribute money to individual employee cards. This allows your team to start spending within the limits you control. Each card has its own balance, separate from your master account. Topping up ensures employees can use their cards for approved business expenses. Top
Understanding Deposit Methods Choose the method that works best for your workflow: Method 1: Instant Deposit via FPX The fastest way to fund your account. Instant approval – funds available immediately No waiting for manual verification No need to upload payment slips Supports most Malaysian business banks RM1.50 platform fee
Understanding Card Types Swipey offers three types of cards to fit different needs: Corporate Card For payments where prepaid gets declined, like ad platforms, large SaaS, and high-value spend. No transaction limit Works where prepaid is rejected Ideal for Google Ads, Meta & OpenAI For online payments only Travel Card
Your cards are set up and your team is in. Before you load funds, it helps to spend two minutes thinking about how you want to organise your company spending because Swipey gives you more control than a regular bank account, and a little planning upfront saves a lot of
Understanding User Roles (Before You Invite) Swipey gives you control over what each team member can access and do. Before inviting someone, it helps to understand the roles you can assign and what each role can access. This ensures your team can spend what they need without giving up control.
Getting Started Takes Less Than 10 Minutes Signing up to Swipey is done online. Once your account is verified, you’ll have full access to your Admin Dashboard and can start issuing cards straight away. What You’ll Need Before You Start Have these ready before you begin — it’ll make the
Welcome to Swipey 👋 Swipey is a financial operations platform built for Malaysian businesses. It replaces petty cash, shared OTPs, and messy reimbursements with one clean system, giving you full visibility and control over how your company spends. Trusted by 2,500+ businesses across Malaysia, and regulated by Bank Negara Malaysia.
