Accounting software for business owners who read the numbers.
P&L, balance sheet, cash flow and debtor ageing in the browser — the same ledger your bookkeeper uses. Invite your accountant in Users. No owner KPI dashboard, no cash runway forecast and no approval app. From £15/month ex VAT.
Standard reports — not a separate owner app.
One login. Your finance team posts; you read the outputs.
P&L
Profit and loss for the period from posted invoices, bills and bank.
Balance sheet
Assets, liabilities and equity as at a date.
Cash flow
Cash flow statement from the ledger — history, not a 13-week forecast.
Ageing
Debtor and creditor ageing to see who owes you and what you owe.
The owner view is the report menu.
Reports
P&L, balance sheet, cash flow, trial balance and ageing. Export when you need to.
Accountant access
Full or Limited users. They post; you keep admin and billing.
Sales
See invoices sent, paid and overdue in Sales → Invoices.
Bank
Reconciled balance after CSV import. No live feed.
Reminders
Overdue invoice chasing from Emails → Payment Reminders.
Projects on Business+
Job profitability when you need project costing.
No founder dashboard or approval matrix.
Some products sell an owner dashboard with runway months, custom KPIs and one-tap approvals. SwiftBooks Pro is the ledger and standard reports in the browser. There is no cash runway forecast widget, no custom KPI formula builder, no approval-workflow engine and no separate mobile owner app.
If you need board packs beyond standard reports, your accountant exports from here or uses their own tools. ;
Business owner questions
Is there a special owner dashboard?
No. Directors open standard reports — P&L, balance sheet, cash flow and ageing. No runway widget or custom KPI builder.
Can I see cash flow without reconciling transactions?
Cash flow reports come from reconciled books. Your bookkeeper imports bank CSV and reconciles first.
Can my accountant run the books while I read reports?
Yes. Users→ Full or Limited on every plan. See team and accountant access.
Does SwiftBooks Pro file VAT?
No. Keep the ledger here.
How is this different from small-businesses page?
Same product. This page is the director report lens; small businesses is the team operations lens.
Read the reports. Let your team post.
P&L, balance sheet and ageing in the browser — no fake owner dashboard.