Financial Analysis & Reporting
Instant clarity, from raw transactions to board‑ready insight.
Swift Give turns every donation, pledge, and fee into decision‑grade data with zero manual wrangling. Build ad‑hoc or template‑based Custom Reports, schedule Automated Packets to hit stakeholder inboxes, and ask plain‑language questions through AI Analysis for on‑the‑fly charts and tables. Goal‑to‑deposit reconciliation, expiring‑card alerts, and pledge‑fulfilment tracking surface automatically, so finance and leadership can move from numbers to action in minutes, not days.
Custom & Automated Reports
- Pivot on campaign, designation, payment method, or a multitude of other parameters.
- Download CSV, PDF, or view in dashboard
- Pause or modify schedules without recreating reports
- Pick from a variety of premade templates
Custom & Automated Reports
- Pivot on campaign, designation, payment method, or a multitude of other parameters.
- Download CSV, PDF, or view in dashboard
- Pause or modify schedules without recreating reports
- Pick from a variety of premade templates
Automated Annual Receipts
- Organization‐wide annualized receipts automatically sent
- PDF generation at scale, regardless of number of donors in database
- Staff can regenerate any time with a single click
- Donors can access annual receipts through self service donor portal
- Includes all manual offline donations
Automated Annual Receipts
- Organization‐wide annualized receipts automatically sent
- PDF generation at scale, regardless of number of donors in database
- Staff can regenerate any time with a single click
- Donors can access annual receipts through self service donor portal
- Includes all manual offline donations
Multiple Payment Accounts
- Simple Drop-down account selection
- Prevents accidental mixing of restricted cash
- Great for segregating funds for multi faceted organizations or nonprofits with multiple branches
AI Financial Analysis
Ask plain‐language questions (“Which designation grew fastest this quarter?”) and receive charts or tables in seconds—data never leaves your encrypted tenant.
- Toggle chart types (bar, line, pie) on the fly
- Ask for data without digging through results or for insights without creating pivot tables manually
- End to end encrypted sessions so that your data always stays secure
AI Financial Analysis
Ask plain‐language questions (“Which designation grew fastest this quarter?”) and receive charts or tables in seconds—data never leaves your encrypted tenant.
- Toggle chart types (bar, line, pie) on the fly
- Ask for data without digging through results or for insights without creating pivot tables manually
- End to end encrypted sessions so that your data always stays secure
