Swiftly: AI-Native ERP

Swiftly Workspace is an all-in-one business management app for small and mid-sized companies. Manage customers, send compliant invoices, run projects and timesheets, track payments, and get help from a built-in AI assistant, on iPhone, iPad, and Mac. CUSTOMERS AND CONTACTS Keep a complete CRM with customers, contacts, and addresses. Search by any field, capture addresses quickly with built-in map lookup, and see every document, payment, and project linked to a customer in one place. INVOICING AND PAYMENTS Create invoices, credit notes, and proformas for both customers and vendors. Record and allocate payments, track what is outstanding, and follow clear document lifecycles from draft to sent to paid. EU PEPPOL E-INVOICING Send and receive legally compliant electronic invoices over the PEPPOL network, built to the EN 16931 European standard. Enable e-invoicing per direction, see delivery status at a glance, and let incoming invoices flow straight into your workspace. PROJECTS, BUDGETS, AND TIMESHEETS Plan work as Phases, Work Packages, and Tasks. Track budgets, log billable and non-billable time, and route timesheets through approval workflows. Invoice a project on demand or on a schedule. VENDORS Manage suppliers, vendor documents, and vendor payments alongside your customers, using the same fast, consistent forms. BUILT-IN AI ASSISTANT Every detail and list screen has its own context-aware AI assistant that understands what you are looking at. Ask questions, get things done by voice, and use Main Chat for broader tasks with live previews of the results. IMPORT AND EXPORT YOUR DATA Bring existing customers and records in from CSV or Excel with AI-assisted column mapping, and export your data back out to CSV whenever you need it. CONFIGURE IT YOUR WAY Turn business modules on or off, choose which fields appear on each form, set default values, and control exactly who can see and change what with fine-grained roles and per-field permissions. CHANGE HISTORY AND VALIDATION Review a full history of changes on your records, and verify VAT numbers and email addresses as you work. SECURITY YOU CAN TRUST Your data is protected with strong authentication, encrypted storage, and automatic session locking, built to enterprise security standards. Swiftly Workspace runs natively on iPhone, iPad, and Mac, keeping your data in sync across every device.