Finance management
Finances made easy
Optimise revenue and automate payments with SwiftFox’s powerful finance management tools.
Optimise payments
SwiftFox simplifies payment collection with automated invoicing, payment links, and reminders, ensuring timely payments and reducing the need for manual follow-ups.
Improve
cash-flow
With powerful reporting and integrated payment processing, SwiftFox has a range of tools to help you get paid faster, promoting strong and reliable cash flow management.
Automate processes
Automatically manage reconciliation, reporting, subscription renewals and recurring payments, allowing SwiftFox to handle the administrative work, so you can focus on delivering your strategy for growth.
Remove financial headaches
SwiftFox automates billing, reconciliation, and recurring tasks like invoices, payment reminders, and statements, saving time and reducing errors.
Streamline your finance team's processes for greater efficiency, allowing more focus on strategic objectives.
Donation management
SwiftFox simplifies donation management by tracking donations separately from other revenue sources.
Configurable campaign tracking helps you ensure that it's clear what each donation is for.
With flexible payment gateway options, donations are processed securely, and donor data is stored for easy reporting and follow-up, enhancing donor relationship management.
Membership payments
SwiftFox simplifies member payments and renewals, supporting any membership or recurring payment plan requirements.
With automated fee calculations, discount applications, and payment schedule management, SwiftFox ensures seamless processing. Dedicated tools automate membership renewal processes for effortless efficiency.
Receipts & payment tracking
SwiftFox automatically generates and securely stores receipts for all payments and invoices, from membership fees to donations.
Receipts and invoices are linked to the relevant contact’s profile. A detailed payment history is provided, including refunds and adjustments, for easy tracking and future reference.
Financial document generation
SwiftFox simplifies the generation of accurate, branded financial documents, including invoices, tax statements, and receipts.
Customisable templates and merge fields allow for personalised communications, ensuring your financial documents are always professional and on-brand.
Effortless event payments
SwiftFox simplifies event payments by integrating with your payment gateway and accounting software, allowing attendees to pay via invoice or with a credit card.
Automating invoicing and payment tracking ensures smooth, secure transactions, letting you focus on delivering outstanding events.
Accounting & payment integrations
SwiftFox is designed to connect to any payment gateway, finance system, bank or accounting software required by organisations to manage payments in an accurate way.
Seamless integration with your current systems ensures a smooth transition and keeps your financial data accurate and synced.
Enterprise finance features
No requirement is too complex for SwiftFox.
SwiftFox’s financial features can be configured to meet the needs of large organisations that need to handle complexity in a straightforward way.
A swift summary of SwiftFox Finance
Simplify payments with seamless processing for purchases, donations. membership fees and event ticket.
Automate invoicing, payment reminders, and reconciliation to reduce manual tasks and improve accuracy.
Track financial performance with customisable, detailed reports to meet your organisation’s needs.
Integrate with your existing payment gateway and accounting systems for smooth financial operations.
Manage recurring payments and member renewals effortlessly with automatic billing and reminders.
Securely track and manage donations, with easy reporting and donor relationship insights.
Generate accurate, on-brand financial documents such as invoices and receipts with ease.
Keep track of all payments and financial histories for contacts in one convenient place.
More features SwiftFox has sorted
SwiftFox Finance is fully integrated into your CRM, and seamlessly links to other features including:
Let’s talk more
Our team is standing by to share our insight and expertise that comes from pushing ourselves every day to reach our goal of creating the best world’s best campaigning software.
We’d love to learn more about your engagement needs and show you how SwiftFox can help!