Features
Reports that agree with the books, and a month-end close
SwiftlyBooks reports straight from the ledger: profit and loss, the balance sheet, the trial balance, what customers owe you and what you owe suppliers. Closing a month locks it, so the figures you reported stay as they were.
- Profit and loss, the balance sheet and the trial balance, for any period.
- One branch, all branches together, or each branch in a column of its own beside the consolidated total.
- What each customer owes and what you owe each supplier, by how long it has been owing.
- Each account's statement, down to the document behind every line.
- Double entry underneath: every document posts one balanced entry, so the trial balance always balances.
- Months locked once closed, and a posted entry never edited: it is reversed and posted again.
- A record of every change: who did what, and when.
Common questions
Can my accountant use it?
Yes. Give your accountant a user with the Accountant role, and they see and do what that role allows.
Can a closed month be reopened?
Yes, by someone with the right to, who gives the reason. The reopening and the reason stay on the record.
Can I see each branch on its own and together?
Yes. Reports show one branch, all branches together, or each branch in its own column beside the total, on the profit and loss, the balance sheet and the trial balance.