Real-time financial reporting: master your numbers with Invoiced
Swiftask connects your Invoiced data to your reporting tools. Get an instant overview of your revenue and cash flow, with no manual entry required.
Result:
Gain strategic clarity and reduce month-end closing time through intelligent automation.
AI Agents
invoiced
Connector invoiced · Secure OAuth 2.0
Manual financial reporting slows down your decision making
Compiling financial reports from Invoiced is often a fragmented process. Between exporting files, cleaning data in Excel, and consolidating, information is obsolete by the time it's ready.
Main negative impacts:
Delayed financial data
Strategic decisions are based on data that is several days or weeks old, increasing the risk of poor management.
Repetitive administrative burden
Your finance teams waste precious hours copying and pasting data instead of analyzing growth trends.
High risk of human error
Manual data manipulation significantly increases the likelihood of calculation or entry errors in your cash flow reports.
Swiftask automates the data flow between Invoiced and your dashboards. Our AI agents process your transactions continuously to generate accurate financial reports, updated in real time.
BEFORE / AFTER
What changes with Swiftask
Without automation
Every month-end, the finance team manually exports invoices from Invoiced, imports them into a spreadsheet, fixes formats, and creates charts. This process takes 3 days and allows for no daily tracking.
With Swiftask + Invoiced
As soon as a transaction is validated in Invoiced, the Swiftask agent updates your reports. You monitor your key financial KPIs in real-time, from any device.
Launch your automated reporting in 4 steps
1
STEP 1 : Connect your Invoiced account
Link Swiftask to Invoiced via a secure API key. No complex development, the connection is ready in minutes.
2
STEP 2 : Define your financial metrics
Select the data to track: recurring revenue, unpaid invoices, recovery rates, or cash flow forecasts.
3
STEP 3 : Configure data flow
Designate the destination for your reports (Google Sheets, Notion, Data Studio, or Slack alerts) for optimal centralization.
4
STEP 4 : Activate the analysis agent
The agent starts processing your Invoiced data. Your reports are now generated automatically and error-free.
Intelligent reporting features
The AI agent extracts, categorizes, and aggregates transactional data from Invoiced to provide a granular view of your financial health.
- Target connector: The agent performs the right actions in invoiced based on event context.
- Automated actions: Automatic export to your BI tools. Alerts on late payments. Multi-currency consolidation. Generation of custom periodic reports. Analysis of customer payment trends.
- Native governance: Every operation is logged and secured, ensuring total integrity of your financial data for your audits.
Each action is contextualized and executed automatically at the right time.
Each Swiftask agent uses a dedicated identity (e.g. agent-invoiced@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
Total financial visibility
Access your data in real-time to anticipate cash flow needs with precision.
Increased productivity
Eliminate manual reporting tasks and free up time for strategic financial analysis.
Data accuracy
Eliminate errors linked to manual entry with a direct sync between Invoiced and your tools.
Decision-making agility
React instantly to changes in customer behavior with dashboards that are always up to date.
Simplified compliance
Centralize your data in an organized and traceable way, facilitating your accounting closes.
Security and data privacy
Swiftask applies enterprise-grade security standards for your invoiced automations.
- Data encryption: All communications between Invoiced and Swiftask are encrypted according to banking standards.
- Restricted access: You control who accesses your financial data and who can modify agent settings.
- Full financial audit: Keep track of all synchronizations performed by the agent for your compliance needs.
- Technology independence: Swiftask integrates with your existing tools without vendor lock-in, you keep control over your stack.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Measurable operational impact
| Metric | Before | After |
|---|---|---|
| Report preparation time | 3 to 5 days per month | 0 (automated continuously) |
| Data accuracy | Risk of human error | 100% reliability (raw data) |
| Update frequency | Monthly | Real-time (instant) |
| Time to deploy | Weeks (IT project) | Minutes (no-code) |
Take action with invoiced
Gain strategic clarity and reduce month-end closing time through intelligent automation.