All features

07 · Full Financial Backend

Manage your entire P&L from one place.

Most contractors run job costing in one place and their books in another, then pay someone to reconcile the two. Swiftway is both: one chart of accounts, no QuickBooks to keep in sync.

The AI flow

Parses receipts, invoices, and statementsCodes spend to the right job, or to overheadReconciles bank rows against jobs and billsComputes the company P&L liveYou approve; the books close faster
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Swiftway invoice draft rendered as a client-ready document with line items, totals, and billing details

Full Financial Backend

Full invoice functionality, configured per client.

  • Milestone and progress billing. Deposit, progress, and final invoices flow from the order over time.
  • Deposit and credit management. Deposits and overpayments book to a client credit ledger and apply when you choose.
  • AI automated invoice generation. Drafted or auto-sent, through whichever workflow you pick.
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Swiftway parsing an uploaded receipt into line items with vendor, amounts, and job allocation filled in

Full Financial Backend

Full expense management.

Manage every business expense. Drop a receipt or a partner invoice and Swiftway reconciles and processes it.

  • Parsed line by line. Photos, PDFs, and vendor invoices read and vendor-matched, then tied to the job and PO.
  • Job cost or overhead, one chart. The job tie decides the side, so recategorizing moves it cleanly between them.
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Swiftway bank statement import showing parsed transactions being assigned against bills and recorded expenses

Full Financial Backend

Bank statements, uploaded and assigned.

Import a statement and every row is parsed and matched: paying an outstanding bill, creating an expense never recorded, or cross-referencing a receipt you already filed.

  • Cross-validated against jobs. Bank activity and job costs agree instead of drifting apart.
  • Gaps you can see. A missing month shows up as a gap, not a quietly wrong balance.
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Swiftway company financial view showing a live profit and loss statement with income, job costs, overhead, and labor detail

Full Financial Backend

Your full company P&L in one place.

A P&L computed live from real rows: income from issued invoices, job costs, overhead, and labor cost derived from actual hours. Click any number and land on the transactions behind it.

  • A real chart of accounts. Every invoice, purchase, and hour posts to an account you control.
  • Labor costed from real hours. Field time becomes labor cost at each person's rate, split job versus overhead.
  • One system, no exports. No QuickBooks sync to maintain, no month-end reconciliation between two truths.

See full financial backend on your own jobs.

Swiftway is in invite-only early access. Tell us about your business and we'll be in touch.

Join the waitlist