INVOICING MODULE
LiveBilling, simplified. Payments, automated.
Swiftly Invoicing handles invoice creation, recurring billing, payment tracking, and reconciliation β with AI-powered cash flow forecasting and automated reminders, natively connected to your Sales and Finance modules.
The Problem
Invoices created manually from spreadsheets. Payment tracking done in a separate tool. Cash flow is a mystery until month-end.
With Swiftly
Swiftly auto-generates invoices from deals and orders, tracks payments, and gives you real-time cash flow visibility.
Invoice Creation & Templates
Create professional invoices from deals, orders, or scratch. AI auto-populates line items, applies correct tax rates, and formats documents to your brand β ready to send in seconds.
Recurring Billing & Subscriptions
Set up recurring invoices with automated scheduling. AI handles pro-rations, plan changes, and sends reminders before renewal β so you never miss a billing cycle.
Payment Tracking & Reconciliation
Track payments across bank feeds, Stripe, and manual entries. AI matches incoming payments to invoices automatically and flags discrepancies before they become problems.
Multi-Currency & Tax Compliance
Invoice in any currency with automatic exchange rate conversion. Built-in tax rules for VAT, GST, and sales tax across jurisdictions β AI ensures compliance so you donβt have to.
Cash Flow Visibility
Real-time dashboard showing outstanding receivables, upcoming payments, and AI-powered cash flow forecasting. Know exactly where your money stands β today and next month.
AI-Powered Invoicing
Smarter Invoicing with SwiftlyAI
AI Agent generates and sends invoices automatically when a deal is marked as won.
SwiftlyAI drafts payment reminder emails with appropriate tone based on the overdue period.
Invoicing Integrations
Connect Invoicing to the tools your team already uses.
Works Better Together
One platform. Seamlessly connected.
Every module in Swiftly shares the same data, the same AI, and the same workspace.
Ready to automate your billing?
See how Swiftly Invoicing uses AI to create invoices, track payments, and forecast your cash flow.