Built for CPA firms
Monthly billing review, in an afternoon.
Billswarm reads your time-tracking exports, drafts every client invoice with the right service codes, and routes them through your CPAs for approval. No more line-by-line spreadsheet review.
Currently in pilot with one mid-sized firm. Next 3 firms onboarding now.
What you get
Reads what you already export
Drop in your monthly Axcess (or any time-tracking) PDF. Billswarm extracts every billable line, matches it to the right client, and proposes the right service code.
Built around CPA approval
Every line routes to the assigned CPA before it goes to invoicing. Approve, modify, or write off — all changes are logged with timestamp and rationale.
Audit-ready by design
Every action is captured immutably. Tenant data is isolated by row-level security. Encryption at rest and in transit. SOC 2 controls baked in from day one.
Plays nice with your stack
Exports clean XLSX, integrates with the way your billing manager already works. No 'rip-and-replace' migration.
How it works
- 01
Upload your monthly export
PDF, XLSX, or CSV from Axcess, Karbon, Canopy, or whatever you use.
- 02
Billswarm drafts every invoice
Each line is matched to the client, the assigned CPA, and the right service code with confidence scoring.
- 03
CPAs approve in their queue
Each CPA sees only their lines. Approve, modify, or flag — every action is logged.
- 04
Billing manager finalizes
Export the finalized batch. Push to your invoicing tool. Done.
See it on a real month of your billing.
We'll process one month of your data and walk you through the output. No signup, no integration — bring a PDF.
austin@billswarm.com