FAQ

Quick answers to the most common questions.

What is Sway?

Sway is a company’s automated bookkeeper. Sway connects with your financial systems — accounting software, payment processors, payroll — and completely handles your company’s bookkeeping (such as bank reconciliation and adjusting journal entries), so you always have up-to-date financial information and tax-ready financials each quarter / year.
Sway plugs into your existing accounting solution, like Quickbooks Online or Xero, and does all the bookkeeping straight in those systems, just like you or your previous bookkeeper would.
Your Sway subscription also comes with a beautiful web dashboard and Slack integration that allows your to request financial reports on-demand and collaborate with team members on your company’s finances. Learn more about our Slack bot >

How do I use Sway?

(1) Sign up for a Sway account.
(2) Integrate your financial systems with Sway, including payment processors, bank accounts, and accounting software.
(3) Run reports whenever you need — you can get tax-ready information both from our dashboard / Slack bot or straight from your existing accounting software.

Do I have to leave my accounting software (Quickbooks, Xero, etc)?

No — we act like a layer on top of your accounting software, tackling all the bookkeeping tasks you were previously paying a bookkeeper for. There’s no need to switch!

Do you file my taxes?

No, we provide up-to-date financial statements for you to easily give to a professional tax-preparer / accountant for tax filing. We can also refer you to a trusted accountant in our network if you don’t yet have one.

Who can I talk to if I need help?

We have a dedicated staff of knowledgeable bookkeepers who can happily answer any question you have about your company’s books or finances.

What if I’m an accountant?

We offer our bookkeeping service wholesale to accountant firms who would like to offload their clients’ bookkeeping to us. Our accountant program is currently in private beta — sign up here to get on the waitlist!

Who is Sway For?

Sway works best with online companies who have subscription-based revenue models and limited offline transactions like cash / wire / check. Still not sure if you’re a good fit for Sway? Please send us a note at [email protected] and we’d be happy to answer any of your questions.

How does Sway protect my money and data?

Your financial data is our top priority. We encrypt your sensitive information using industry standards and utilize best practice protocols to access and communicate with your financial service providers. We never touch or store your credentials and do not have the ability to move money. Read more about our security policy >

What does Sway cost?

Sway currently offers two tiers: its Slack bot, which is free and its accounting service, which is subscription-based. For pricing details, please check our pricing page.

Where is Sway currently available?

Sway supports most financial institutions (over 18,000) in the US and all Stripe / Paypal accounts. We currently do not support companies based outside the US.

Can I sign up and start using Sway’s bookkeeping service?

We are currently in public beta. Get started here!

Other questions?

Please don’t hesitate to reach out at [email protected].