Streamline your invoicing with Fiserv and AI agents
Swiftask automates your invoicing workflows via Fiserv. Generate, validate, and send invoices instantly, without any repetitive manual tasks.
Result:
Drastically reduce financial processing time and eliminate data entry errors.
AI Agents
fiserv
Connector fiserv · Secure OAuth 2.0
Manual invoicing slows down your growth
Manual invoice processing is a major cause of payment delays and costly errors. Between data entry, verification, and sending, your finance teams waste precious time on low-value tasks.
Main negative impacts:
Frequent payment delays
Manual processing delays lead to late invoice issuance, directly impacting your cash flow.
Data entry error risks
Human management increases the risk of errors in amounts, references, or client info, requiring complex corrections.
High operational costs
Using human resources for repetitive invoicing tasks is inefficient and costly for the business.
Swiftask integrates natively with Fiserv to automate your entire invoicing cycle. Set up intelligent AI agents that handle your transactions and documents with precision.
BEFORE / AFTER
What changes with Swiftask
Traditional management via Fiserv
An accountant extracts data, manually enters it into Fiserv, verifies each invoice, then triggers the sending. A slow, error-prone process that is difficult to scale.
Invoicing augmented by Swiftask
Once a transaction is validated, your Swiftask AI agent automatically extracts the data, generates the invoice in Fiserv, and triggers the sending. Zero entry, 100% accuracy.
Setting up your automated financial workflow
1
STEP 1 : Define invoicing rules
Set up the triggers for invoicing in Swiftask (e.g., delivery validated, project completed).
2
STEP 2 : Secure connection with Fiserv
Link Swiftask to your Fiserv account via our secure connectors to enable automated generation.
3
STEP 3 : Configure AI workflow
The AI agent analyzes source data to automatically fill invoice fields in Fiserv.
4
STEP 4 : Validation and deployment
Activate the flow and track your invoice generation in real-time from your Swiftask dashboard.
Key features of the financial AI agent
The agent intelligently analyzes transactional data to ensure each invoice matches the delivered services or products exactly.
- Target connector: The agent performs the right actions in fiserv based on event context.
- Automated actions: Automatic invoice generation in Fiserv. Scheduled client delivery. Data reconciliation between your business tools and Fiserv. Automated alerts for anomalies.
- Native governance: Total traceability is guaranteed: every invoicing action is logged for your audit needs.
Each action is contextualized and executed automatically at the right time.
Each Swiftask agent uses a dedicated identity (e.g. agent-fiserv@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 department
Faster payment cycle
Instant invoicing after service delivery significantly reduces settlement times.
Absolute accounting accuracy
Automation eliminates human errors related to manual data entry.
Frictionless scalability
Manage an increasing volume of invoices without expanding your accounting staff.
Control and compliance
Maintain total visibility over your financial flows with a complete action history.
Free up your team
Focus your employees on financial analysis rather than data entry.
Banking-grade security and data protection
Swiftask applies enterprise-grade security standards for your fiserv automations.
- Financial data encryption: Your data travels through secure channels, compliant with the strictest security standards.
- Strict access management: Precisely control who can configure or modify automation processes in Swiftask.
- Full audit trail: Every generated invoice is logged with its timestamp and the source data used.
- Regulatory compliance: Swiftask respects data governance requirements for B2B companies.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Measurable impact on your cash flow
| Metric | Before | After |
|---|---|---|
| Processing time per invoice | 15 minutes (manual) | Under 30 seconds (automated) |
| Invoicing error rate | 5% to 10% | Close to 0% |
| Average payment delay | 30+ days | Significant reduction |
| Processing cost | High | Optimized |
Take action with fiserv
Drastically reduce financial processing time and eliminate data entry errors.