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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.

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

STEP 1 : Define invoicing rules

Set up the triggers for invoicing in Swiftask (e.g., delivery validated, project completed).

STEP 2 : Secure connection with Fiserv

Link Swiftask to your Fiserv account via our secure connectors to enable automated generation.

STEP 3 : Configure AI workflow

The AI agent analyzes source data to automatically fill invoice fields in Fiserv.

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

1. Faster payment cycle

Instant invoicing after service delivery significantly reduces settlement times.

2. Absolute accounting accuracy

Automation eliminates human errors related to manual data entry.

3. Frictionless scalability

Manage an increasing volume of invoices without expanding your accounting staff.

4. Control and compliance

Maintain total visibility over your financial flows with a complete action history.

5. 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

MetricBeforeAfter
Processing time per invoice15 minutes (manual)Under 30 seconds (automated)
Invoicing error rate5% to 10%Close to 0%
Average payment delay30+ daysSignificant reduction
Processing costHighOptimized

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