Unify your financial reporting with Fixer currency data
Swiftask connects your financial data sources to the Fixer API. Your reports are updated automatically, reflecting real-time exchange rates.
Result:
Eliminate manual conversion errors and speed up your financial statement production.
AI Agents
fixer
Connector fixer · Secure OAuth 2.0
The challenge of multi-currency financial consolidation
Managing financial flows in multiple currencies exposes companies to high risks. Manual reporting is slow, prone to entry errors, and often disconnected from real market fluctuations.
Main negative impacts:
Risk of conversion errors
Manual entry of exchange rates in spreadsheets is a major source of financial inaccuracies.
Obsolete reporting
Rate update delays prevent a clear view of real financial health in real time.
Data silos
Scattered financial data makes consolidation complex and time-consuming for accounting teams.
Swiftask automates rate retrieval via Fixer and integrates them directly into your reporting templates. You get reliable and automated financial consolidation.
BEFORE / AFTER
What changes with Swiftask
The manual workflow
An accountant manually checks the daily rate online, enters it into Excel, recalculates invoice lines, and consolidates results. It's a repetitive task that consumes skilled resources every week.
The power of Swiftask automation
Your Swiftask agent queries the Fixer API automatically at regular intervals. Rates are applied instantly to your financial data, generating consolidated reports without any human intervention.
Automate your reports in 4 easy steps
1
STEP 1 : Configure your financial agent
Create an agent in Swiftask dedicated to monitoring exchange rates via Fixer.
2
STEP 2 : Connect the Fixer API
Integrate your Fixer API keys into Swiftask to access reliable currency data.
3
STEP 3 : Define consolidation rules
Tell the agent how to apply these rates to your financial data streams (ERP, CRM, Excel).
4
STEP 4 : Generate automated reports
The agent compiles and sends your updated financial reports directly to your workflow tools.
Key integration features
Intelligent analysis of currency fluctuations to alert on potential exchange rate risks.
- Target connector: The agent performs the right actions in fixer based on event context.
- Automated actions: Automated real-time exchange rate retrieval. Automatic conversion calculations on your datasets. Export to standard reporting formats. Alerts in case of extreme currency volatility.
- Native governance: All data transactions are tracked for a complete financial audit.
Each action is contextualized and executed automatically at the right time.
Each Swiftask agent uses a dedicated identity (e.g. agent-fixer@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
Increased accounting accuracy
Removing manual entry ensures exact conversion data.
Operational time saving
Free your teams from repetitive reporting tasks for more strategic analysis.
Financial reactivity
Make decisions based on up-to-date currency data, in real time.
Compliance and audit
A complete history of rates used for each report ensures total transparency.
Multi-currency flexibility
Full support for all currency pairs available on Fixer.
Data security and reliability
Swiftask applies enterprise-grade security standards for your fixer automations.
- API key encryption: Your Fixer access credentials are secured and encrypted within the Swiftask platform.
- Data integrity: Direct and secure connection between Fixer and your reporting infrastructure.
- Access control management: Precisely control who can view or modify your financial agent settings.
- Enterprise compliance: Infrastructure designed to meet the reporting requirements of large enterprises.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Impact on your performance
| Metric | Before | After |
|---|---|---|
| Reporting time | Several days per month | A few automated minutes |
| Error risk | High (manual) | Zero (automated) |
| Data freshness | 24h+ lag | Real-time |
| Team productivity | Low (repetitive tasks) | High (strategic analysis) |
Take action with fixer
Eliminate manual conversion errors and speed up your financial statement production.