Swiftly: AI-Native ERP

One app for your whole business: CRM, invoicing, projects, timesheets and payments, now with built-in EU PEPPOL e-invoicing. For Mac, iPad & iPhone.

Swiftly Workspace — run your whole business from one place.

Swiftly Workspace is an all-in-one business management platform for Mac, iPad, and iPhone. Manage customers and suppliers, send and receive EU-compliant electronic invoices, track projects and budgets, log and approve time, record payments, and get answers from a built-in AI assistant — all in one fast, native app that syncs across your devices.

EU PEPPOL e-INVOICING, BUILT IN • Send EN 16931–compliant e-invoices to your customers over the PEPPOL network through your provider (Storecove, Pagero, Tradeshift, Babelway). • Receive supplier invoices into a smart inbox that reads them, matches the supplier, and auto-imports the ones it's confident about. • Every invoice is validated against the standard before it's sent, so you fix missing details up front, not after a rejection.

CRM & FINANCE • Customers, vendors, contacts, and addresses in one organized hub. • Invoices, credit notes, and proformas for both sales and purchases. • Record and allocate customer and vendor payments. • A live finance dashboard: invoiced this month and year-to-date, outstanding, and overdue, at a glance.

PROJECTS, BUDGETS & TIMESHEETS • Plan work as budgets, lines, and tasks, and amend a budget in one step with a full before/after audit trail. • Log time against any project with a smart picker that adapts to how each project is set up, then route entries through approval. • Invoice a project on demand, or let it bill on a schedule you choose.

A SMARTER ASSISTANT • Ask questions and get work done in Conversations, powered by your choice of Anthropic's Claude (cloud) or Apple Intelligence (on-device). • Pick the engine per conversation; your replies are saved as they arrive, so you never lose a response.

BUILT FOR TEAMS • Role-based access control with per-field permissions — hide sensitive numbers from the people who shouldn't see them. • Single sign-on and automated user provisioning for larger organizations, with tamper-evident audit logging. • Arrange the sidebar and navigation the way you work, your layout follows you across devices.

NATIVE ON EVERY DEVICE • A full-featured Mac app, a redesigned iPad experience with split-view multitasking, and iPhone in your pocket.

Swiftly Workspace keeps your operation moving, from first quote to paid invoice, without juggling a dozen disconnected tools.

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