swool.io
BANK IMPORT AND
STATEMENT ALLOCATION
enhance your business with data-driven financial insights
Welcome to your financial command center. Our features provide a clear, comprehensive view of your finances, equipping you with the tools to make informed decisions and drive growth.
Financial Dashboard
Easy-to-understand financial dashboard for a comprehensive view of what is happening in your business.
Customer Payments
Import bank statements and easily allocate payments.
Multiple Bank Accounts
Add different bank accounts and allocate them to specific client accounts.
Expense Tracking
Set up specified ledger accounts to track expenses on certain accounts.
Automatic Allocations
Set up bank rules to use automatic allocations on payments and expenses.
Clarity at a Glance: Intuitive Financial Dashboards
Explore your finances with confidence. Our financial dashboards are easy to understand and provide a complete overview, turning complex data into clear insights that help guide your business decisions.
Streamlined Transaction Management
Simplify your reconciliation process. Our system allows for seamless import of bank statements and efficient allocation of payments and categorization of transactions, improving accuracy and efficiency in your financial records.
Efficiency Elevated: Automated Payment Allocations
Save time with automation. Our automated payment allocation system handles transaction entries for you, freeing up your time to focus on more strategic tasks.
Multi-Account Mastery
Manage multiple bank accounts with ease. Our platform supports the handling of various revenue streams and financial reserves, adapting to your business’s growing needs.
Insights That Drive Action: Sales Category Breakdowns
Dive deep into your sales data. Detailed breakdowns of sales categories provide insights into your revenue sources, helping you spot trends and opportunities to enhance your operations and increase profitability.
