Features
Banks, mobile money and cash in one place
In SwiftlyBooks every bank account, mobile money account, cash box and card is a wallet. Its statement comes in from the bank's own file, each line is matched to what is in the books, and the wallet reconciles to the cent.
- Wallets for banks, for mobile money such as EcoCash, OneMoney, InnBucks, Airtel Money, MTN MoMo and Zamtel Kwacha, for cash and for cards.
- Statements read from the bank's CSV, Excel or OFX file, and each line matched to a payment, receipt or transfer.
- Swiftly's suggestion for a line with nothing to match, learnt from what you chose before.
- Bank charges and IMTT recognised from the statement's own words.
- Money moved between wallets, in one currency or from one to another.
- Cheques and deposits not yet cleared when you start, carried into the first reconciliation.
Common questions
Which banks can I use?
Any bank. A statement saved as CSV, Excel or OFX is read once its columns are matched.
Can I keep wallets in different currencies?
Yes. Each wallet has its own currency, and money moved between them is valued at the day's rates.