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INVOICING MODULE

Live

Billing, 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.

1

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.

2

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.

3

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.

4

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 don’t have to.

5

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.

SAPSAP
OdooOdoo
NetSuiteNetSuite
Microsoft DynamicsMicrosoft Dynamics
XeroXero
QuickBooksQuickBooks
Exact OnlineExact Online
Unit4Unit4
SageSage
FreshBooksFreshBooks
WaveWave
HoldedHolded

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.

Download on the App StoreDownload on the Mac App Store
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