For accountants & fiduciaries

Automate bank and invoice data entry without replacing your accounting tool

Sway is a pre-accounting layer for Swiss fiduciaries. It reads PDF bank statements, credit card statements, and invoices with AI, codes every line against your client's chart of accounts, and exports a file that drops straight into Winbiz, Crésus, or WinEUR. No migration, no retraining, no new tool to teach your clients.

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Stop losing hours on the work your accounting tool can't automate

Winbiz, Crésus, and WinEUR are solid production tools. They were not built to ingest the mess your clients actually send you every quarter. That's where the hours go.

PDF bank statements

Clients forward a 100 page PDF once a quarter. Your team retypes it line by line.

Credit card statements

Multi-rate VAT, foreign currency, no structured format. Every statement is a small manual project.

Invoices

You chase clients for every document, get them back in ten different formats, and retype the data by hand.

Manual account coding

Rules handle the recurring lines. The hard part is staying accurate and consistent on everything else.

Sway plugs on top of the accounting tool you already use

We did not build another accounting platform. We built the automation layer that Winbiz, Crésus, and WinEUR never had.

Bank & card data

Read bank and card data from any format

Connect the bank or drop a PDF. Sway handles both. Generative AI extracts in minutes every line, balances the statement, and flags the errors before you import.

Open Banking via SIX bLink

Live connection to UBS, ZKB, BCV, Valiant, Wise, Revolut, and 1000+ more.

PDF statements

Up to 100+ pages, generated or photographed, read line by line with balance verification.

Credit card statements

Same extraction engine, same workflow, same audit trail.

CAMT and CSV

Drop the file, Sway handles it in seconds.

AI coding

Code transactions with AI that actually learns

Every line gets an account suggestion from your client's own chart of accounts, with an explanation. Correct it once and Sway will not ask again. No rules to configure.

Isolation & memory per mandate

Sway learns to keep coding it the same way. And no learning leaks between clients.

Audit-friendly justification

Every suggestion comes with a one-line reason visible next to the transaction.

Smart labels

Validate a label once. Sway understands what you want and carries it forward each period.

Data hosted in Switzerland

Don't worry about your client data, it is stored safely on servers in Switzerland.

Invoices

Invoices, with payments when you want them

Drag a PDF, forward an email, or photograph the invoice from the mobile app. Sway extracts everything and lines them up next to the bank data.

Invoice extraction

Line by line, with VAT per line, even without a QR code.

Supplier creation in one click

Name, address, IBAN, phone, all pulled from the PDF.

Multi-format ingestion

PDF, photo, email forward, or batch upload, Sway splits multi-invoice files automatically.

Payment approval flows

Optionally, Sway can submit payments for signature across multiple banks from the same screen.

Export

Export straight into your accounting tool

Pick the date range, pick the format, download the file. It drops straight into your accounting tool, ready to import.

Winbiz

Native CSV format, ready to import.

Crésus & WinEUR

Native TXT format, ready to import.

Abacus

Native XLSX format, ready to import.

And more

Sway supports other formats and we're open to build custom formats.

Philosophy

Why Sway keeps your current accounting tool instead of replacing it

You have probably looked at the modern cloud-based alternatives. They all ask you to rebuild every client on a new tool. We took the opposite approach.

Migration is the risk, not the reward

Months of rebuild, full team retraining, and one VAT change away from undoing the work.

Your current tool is not the problem

Winbiz, Crésus, and WinEUR do the production accounting work well. The problem is the manual upstream which Sway solves.

Value the same week

Onboarding takes 90 minutes, in person, at your office. By the end of the session, client mandates are live in production.

Audit trail stays intact

Your chart of accounts, your VAT codes, your archives all stay where they are. Sway feeds the same import file your auditor already knows.

One workspace

Run every mandate from one place

Sway is more than a data pipeline. It is the dashboard your team opens in the morning and closes at the end of the day. Every client, every account, every collaborator, in one app.

Multi-entity by design

Switch between client workspaces in one click. Each mandate keeps its own separate data.

Unlimited users, clear permissions

Invite every collaborator in the firm. Scope access by mandate or by role.

Liquidity dashboard

See aggregated balances, cash in, cash out, and pending invoices for any client.

Reporting and analytics

Track creditor and debtor positions across mandates and surface the work that still needs your team's attention.

Deployment

Deploy Sway according to your operating model

You control the way the platform is deployed: with or without end-client access, with or without Open Banking connection.

Back office only

The client never sees Sway. Your team drops in PDF statements, credit card statements, and supplier invoices, codes them, and exports to Winbiz. Use case number one, the fastest to deploy.

Back office plus client dashboard

The client logs in to see their liquidities, forward invoices, and prepare payments. Your team still runs the coding and the export. Best for clients who want a modern view of their business without paying a separate cash tool.

Full digital workflow

The client connects the bank via Open Banking, uploads invoices through the mobile app, and signs off payments in e-banking. Your team focuses on the closings and the review. Best for fiduciaries who want to lead their clients into a modern workflow without changing accounting tools.

Pricing

Built for Swiss fiduciaries, priced for the way you work

No per-seat fees. No per-token surprises. No setup cost. Flat pricing you can budget and pass through to your clients if you want to.

Starting at CHF 500.- per month

Includes 10 to 15 client mandates, depending on complexity.

Unlimited users

Add every collaborator in the firm at no extra cost.

Unlimited support

Chat, email, phone, in person. Speak with an expert, from our offices in Morges, Switzerland. Average response time is under 2 minutes.

Free proof of concept

One month on up to 3 real mandates before you commit.

The quality you expect from a Swiss company. We are based in Morges, Switzerland. We are certified by SIX for Open Banking. We speak French, German, and English. And when something breaks, we're one phone call (or train ride) away, it doesn't get lost in a ticket queue.

Comparison

Sway versus all-in-one tools

Most of the other AI accounting tools on the Swiss market ask you to migrate off your current stack. Here is how Sway compares.

Sway

  • Stay on Winbiz, Crésus, WinEUR, Abacus, ...
  • 90 minutes onboarding
  • No retraining
  • Swiss audit trail preserved
  • Same-week value
  • Flexible bank data
  • Transparent pricing
  • Local support

All-in-one tools

  • Replaces current tools
  • Weeks to months migration
  • Full retraining
  • Audit trail uncertain
  • Delayed value
  • Limited bank integrations
  • Complex pricing
  • Ticket-based support

Try Sway for free

Free proof of concept on up to 3 client mandates. In-person onboarding at your office in 2 hours or less. One month to decide.

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FAQ

Questions fiduciaries ask before booking a demo

Do I have to migrate off Winbiz, Crésus, or WinEUR?

No. Sway is designed to sit on top of your current accounting tool, not to replace it. Your chart of accounts, your VAT regime, your year-end closes, and your archives all stay in place. Sway feeds the same import file your team already uses.

How long does onboarding take?

Around 90 minutes, in person at your office. By the end of the session, one or two of your client mandates are live in production. There is no parallel-run period where the firm operates on two tools at once.

Which Swiss banks are connected through Open Banking?

UBS, ZKB, BCV, Valiant, Credit Suisse, and a growing list of cantonal banks through SIX bLink. PostFinance is in progress. Revolut and Wise are connected through a European aggregator. For any bank not yet connected, Sway ingests PDF statements and CAMT.053 files with the same workflow.

What if my client does not want to connect the bank?

That case is the most common. The client forwards the PDF statement each period, you drop it into Sway, and the generative AI reads the document line by line. More than half of active Sway mandates run on PDF imports rather than live connections.

Is my clients' data hosted in Switzerland?

Yes. Sway is a Swiss company based in Morges, certified by SIX for the bLink Open Banking ecosystem, and operates under Swiss data protection rules. Each client mandate is isolated in its own workspace with its own access controls and two-factor authentication. Plus, all data is stored on servers based in Zürich.

Does the AI share data between my clients?

No. Learning is scoped per mandate. Corrections on one client's entries have no effect on another client. The general model improves through prompt engineering on the Sway side, not through cross-client data transfer.

How does Sway handle VAT?

VAT is managed through the chart of accounts. Each account carries a default rate that flows into the export. You can override the rate or the amount per line when needed, for cases like exempt expenses, imports, or exempt transactions.

Does it support multi-currency?

Transactions are extracted in the currency of the source account, which is the approach most of our fiduciaries prefer. Foreign exchange gain/loss handling is delegated to the downstream accounting tool for now, and sits on the Sway ledger roadmap for the months ahead.

What languages are available in Sway's interface?

Sway is available in French, with German and English also supported. We're a team based in Romandie.

How is pricing calculated?

No per-seat fees, no per-token charges, no setup fees. The minimum contract is CHF 500.- per month and includes 10 to 15 mandates depending on complexity. You can add more mandates as you scale.

Is there a free trial?

Yes. A one-month proof of concept on up to 3 real client mandates, with in-person onboarding, free of charge. If Sway is not the right fit at the end of that month, there is no further commitment.

What if I need an export format Sway does not support yet?

Tell us. Custom export formats are built in-house at no extra cost for paying customers.

What does support look like once I am a customer?

Direct access to our experts by chat, email, and phone during business hours. Available in French, German, English, and Italian. Response time is usually under ten minutes. There is no ticket queue and no support tier to navigate.