Master your monthly closing in Alegra with AI
Swiftask automates data flows between your tools and Alegra to speed up your monthly closing. Gain accuracy and free up your finance team.
Result:
Reduce closing time from days to just a few hours.
AI Agents
alegra
Connector alegra · Secure OAuth 2.0
Monthly closing is becoming a bottleneck
Monthly accounting closing is often synonymous with stress, manual entry, and human errors. Extracting data from Alegra, cross-referencing it with other sources, and validating entries takes a significant amount of time every month.
Main negative impacts:
Risk of input errors
Manual handling of accounting data drastically increases the risk of errors, impacting the reliability of your financial statements.
Time-consuming processes
Tying up your finance teams for several days each month on repetitive tasks prevents strategic, high-value analysis.
Lack of real-time visibility
Waiting until the end of the accounting cycle to get reliable figures prevents agile decision-making throughout the month.
Swiftask connects your data sources directly to Alegra. Your AI agent automates reconciliation and verification, ensuring a smooth, error-free closing process.
BEFORE / AFTER
What changes with Swiftask
Without Swiftask
Your finance team exports CSVs from Alegra, cleans data in Excel, tries to reconcile discrepancies manually, and spends days fixing input errors before finalizing the balance sheet.
With Swiftask + Alegra
Swiftask automatically synchronizes your transactions, identifies anomalies in real time, and prepares closing entries in Alegra. Your team only needs to validate the AI-generated results.
Streamline your accounting process in 4 steps
1
STEP 1 : Connect Alegra to Swiftask
Configure the secure API access between Alegra and Swiftask to enable reading and writing of your accounting data.
2
STEP 2 : Define your reconciliation rules
Set up the AI agent to automatically compare your bank transactions, invoices, and expenses with entries in Alegra.
3
STEP 3 : Activate automated processing
The agent processes data continuously, flagging only the exceptions that require human intervention.
4
STEP 4 : Validate and close
Review the closing report generated by the AI in Swiftask and click to finalize your books in Alegra.
Key features for your accounting
The AI agent analyzes journals, accounts payable, and accounts receivable to detect inconsistencies before the month ends.
- Target connector: The agent performs the right actions in alegra based on event context.
- Automated actions: Automatic invoice synchronization. Intelligent bank reconciliation. Accounting anomaly detection. Pre-closing financial report generation. Alerts for missing entries.
- Native governance: All actions performed by Swiftask are archived for full audit and total transparency.
Each action is contextualized and executed automatically at the right time.
Each Swiftask agent uses a dedicated identity (e.g. agent-alegra@swiftask.ai ). You keep full visibility on every action and every sent message.
Key takeaway: The agent automates repetitive decisions and leaves high-value actions to your teams.
Strategic benefits for your finance team
Absolute accounting accuracy
Automation eliminates manual entry errors and ensures consistency of your data in Alegra.
Accelerated closing
Move from month-end closing to near real-time financial tracking.
Enhanced compliance
Full traceability of every automated entry simplifies your audit processes.
Free up human time
Your accountants focus on financial analysis rather than data entry.
Frictionless scalability
Increase your transaction volume without increasing your finance team's workload.
Financial data security
Swiftask applies enterprise-grade security standards for your alegra automations.
- Data encryption: All data transiting between Alegra and Swiftask is encrypted according to banking standards.
- Restricted access: Finely control who on your team has the right to validate automated entries.
- Continuous audit: Every agent action is logged, ensuring full compliance with your internal policies.
- Data integrity: Swiftask respects Alegra's business rules, ensuring your accounts are always balanced.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Measurable impact on your performance
| Metric | Before | After |
|---|---|---|
| Closing time | 5 business days | Less than 1 day |
| Error rate | 5-10% (manual) | Near 0% (automated) |
| Team productivity | Low (repetitive entry) | High (strategic analysis) |
| Audit risk | High (lack of logs) | Low (full audit trail) |
Take action with alegra
Reduce closing time from days to just a few hours.