Swiftask automates data flows between your tools and Alegra to speed up your monthly closing. Gain accuracy and free up your finance team.
Resultat:
Reduce closing time from days to just a few hours.
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.
Les principaux impacts négatifs :
Swiftask connects your data sources directly to Alegra. Your AI agent automates reconciliation and verification, ensuring a smooth, error-free closing process.
AVANT / APRÈS
Ce qui change avec 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
ÉTAPE 1 : Connect Alegra to Swiftask
Configure the secure API access between Alegra and Swiftask to enable reading and writing of your accounting data.
ÉTAPE 2 : Define your reconciliation rules
Set up the AI agent to automatically compare your bank transactions, invoices, and expenses with entries in Alegra.
ÉTAPE 3 : Activate automated processing
The agent processes data continuously, flagging only the exceptions that require human intervention.
ÉTAPE 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.
Chaque action est contextualisée et exécutée automatiquement au bon moment.
Chaque agent Swiftask utilise une identité dédiée (ex. agent-alegra@swiftask.ai ). Vous gardez une visibilité complète sur chaque action et chaque message envoyé.
À retenir : L'agent automatise les décisions répétitives et laisse à vos équipes les actions à forte valeur.
Strategic benefits for your finance team
1. Absolute accounting accuracy
Automation eliminates manual entry errors and ensures consistency of your data in Alegra.
2. Accelerated closing
Move from month-end closing to near real-time financial tracking.
3. Enhanced compliance
Full traceability of every automated entry simplifies your audit processes.
4. Free up human time
Your accountants focus on financial analysis rather than data entry.
5. Frictionless scalability
Increase your transaction volume without increasing your finance team's workload.
Financial data security
Swiftask applique des standards de sécurité enterprise pour vos automatisations alegra.
Pour aller plus loin sur la conformité, consultez la page gouvernance Swiftask et ses détails d'architecture de sécurité.
RÉSULTATS
Measurable impact on your performance
| Métrique | Avant | Après |
|---|---|---|
| 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) |
Passez à l'action avec alegra
Reduce closing time from days to just a few hours.