Leverage your Abila MIP investment

INCREASE PRODUCTIVITY

INTUITIVE REPORTING

Quickly build custom financial reports

Any totals defined within Abila MIP are seamlessly imported into Swift Finance for Abila MIP solution. Important concepts in fund accounting such as encumbrance versus actual analysis are greatly simplified as we provide full access to the actuals, encumbrance and various budget scenarios already defined in Abila MIP.

EFFICIENT PLANNING & FORECASTING

Write back and allocate numbers with ease

Save your numbers on our Swift Finance server from any standard Excel worksheet. Quickly build your own validation reports and use them as input templates, customized to the specific needs of your planning process. Manage budgeting and forecasting scenarios with ease directly from Microsoft Excel.

PROCESS CONTROL

Improve collaboration and monitoring

Quickly setup department or account access rules to the GL, headcount and payroll data. Efficiently share information, reports and input templates across your organization. Track the progress of your planning / forecasting process, and improve the overall efficiency of your team.

HEADCOUNT & PAYROLL PLANNING

Easily calculate fringe and benefits

Define your headcount requirements for each departments by either positions or actual employees. Automatically calculate fringe benefits and other detailed payroll-related accounts based on business rules that you can define yourself. These annual accounts can then be periodized according to your organization pay calendar.

Transform your Finance department with Swift Finance

KEY BENEFITS

REDUCE YOUR IT DEPENDENCY

Stop depending on technical IT resources to get access to data. Empower your team to do it instead.

HAVE CONFIDENCE IN YOUR NUMBERS

Complete data governance and traceability makes it easy to track where any number comes from. You know your numbers are right.

REUSE YOUR EXISTING EXPERTISE

All of our advanced capability is available directly within Microsoft Excel. You already know how to use our solution.

AUTOMATE YOUR OPERATIONS

Reduce manual processing and improve process efficiency by designing custom Excel workbooks, and then automating them.

RETAIN YOUR IN-HOUSE EXPERTISE

Reducing operational stress will make your team more efficient and less likely to leave your organization.

KEEP YOUR DATA SAFE & SECURE

Keep your sensitive data safe and secure in your server, not scattered across countless Excel files that can be accessed by anyone.

Save time and effort with Swift Finance Integrated Financial Reporting, Analysis & Planning Solution

FEATURES

FINANCIAL REPORTING

No other solution offers as much flexibility

Work in a standard Excel sheet, not a pivot table.
Drag and drop data elements directly in the Excel sheet.
Display your numbers where you want them in just one click.
Apply formatting, add Excel formulas, hide rows/columns – it’s easy!

PLANNING & FORECASTING

Complete them with fewer manual operations

Use a standard Excel worksheet for data entry and validation.
Create and manage your budget scenarios directly in Microsoft Excel.
Quickly produce iterative versions of your budgets and forecasts.
Allocate numbers with ease, on as many accounting segments as you want.
Efficiently manage CAPEX, intercos, and payroll forecasting.

CUSTOM CHARTS OF ACCOUNT

Centralized consolidation, not hidden in reports

Quickly define custom rollups, on any accounting dimensions.
Easily manage custom charts of accounts for specific reporting needs.
Simplify chart of accounts, unified accross your organization.
Centralize custom rollups and share them with team members.

TEMPLATES

Stop the proliferation of Excel files

Save your templates on our server and share them with team members.
Stop using emails to send Excel reports or budget templates.
Always have the latest template versions at your fingertips.
Restrict access to your numbers without using shared network folders.

TRANSACTIONS & OTHER DATA

Find out what your numbers are hiding

Access all the underlying transactions of any report number.
Easily build interactive reports on your detailed transaction data.
Validate your transactions details with other information from your ERP, such as invoices.
Define and share standard detailed reports that you can access from any reports.

REFERENCE DATA

Rates, groupings, periodizations, mappings

Manage reference data with an easy-to-use interface.
Keep your reference data secure on a server, not in Excel worksheets.
Control access to reference data and audit any changes.
Document the processes supported by reference data directly in Excel.

DOCUMENTATION & TRACEABILITY

Understand your reports and processes

Increase trust in your numbers by seeing all transformations that were applied to them.
Add custom notes to your numbers, regardless of their location in an Excel worksheet.
Document internal processes and share them with your team members.
Benefit from having the documentation of your ERP’s data at your fingertip.

TRUST THE EXPERTS

2 of the 8 largest Canadian accounting firms already use our solution for their month-end, year-end, planning and forecasting activities.

“We had a formal procurement process in which we ask him multiple vendors to submit proposal for our financial planning solution. The implementation costs of Swift Finance are much lower than its competitor because the connector to the GL package is included in its annual software subscription. Furthermore, the flexible licensing model allows us to have some of the licenses invoiced on a monthly basis for the duration of our planning process, therefore avoiding the purchase of 35 annual licenses for our departments heads that only require license for 2 or 3 months each year. ”- Finance Director, Saint Regis Mohawk Tribe

“Over the past 20 years, I have used many of the leading financial software tools and I was always disappointed with the level of involvement required from IT to make even the simplest of change. With Swift Finance, I can manage both my chart of account and my legal entities structures on my own.”- Director Special Projects, Triton Digital

EMPOWER YOUR TEAM NOW

Fast setup time, low IT footprint, and prebuild connector to the General Ledger module of Abila MIP. All transactions. All details. Directly in Microsoft Excel.

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