SwarmIQ AI Business Intelligence Dashboard
AI-Powered Business Finance

Your finance team
that never sleeps

Expense tracking, mileage deductions, receipt AI, and tax strategy intelligence — SwarmIQ manages your business finances autonomously while you focus on growth.

Everything your business
needs to stay ahead

From daily expenses to year-end tax strategy — one platform, zero manual work.

Receipt & Document AI

Snap a photo or forward an email. On-premise AI vision extracts vendor, amount, and category — then matches it to a transaction automatically.

Expense Reports & Approvals

Auto-generated weekly expense reports with configurable approval chains. Managers approve via email — no login required. Full audit trail.

Mileage Tracking

GPS trip logging with AI classification — business vs. personal. OBD-II device support, geofence triggers, and IRS-compliant mileage reports.

Multi-Bank Sync

Connect any US bank through Plaid or Mercury API. Transactions sync automatically and are categorized by AI using Schedule C categories.

Team Management

Org chart with approval chains, group hierarchy, role-based access. Invite team members via email or QR code. Built for growing companies.

Tax Intelligence

AI scans the entire tax code against your financial profile — finding deductions and strategies most CPAs miss. IRC citations, estimated savings, implementation steps.

Live in five minutes

Connect your bank, add your team, and let the AI handle everything else.

01

Connect & Onboard

Link your bank account and invite your team. The AI immediately starts categorizing transactions and building your financial profile.

02

Capture Everything

Snap receipts from your phone, log mileage automatically via GPS, and let the AI match everything to the right transaction and category.

03

AI Works Overnight

While you sleep, SwarmIQ categorizes expenses, generates reports, scans the tax code for savings, and prepares your morning brief.

04

Review & Approve

Wake up to actionable insights. Approve expense reports, review tax strategies, and make informed decisions — all from one dashboard.

Your data stays yours

Built with a privacy architecture that even our own AI can't bypass.

AES-256 Encryption

All sensitive data encrypted at rest with per-account key derivation. Not even our engineers can read your financial data.

PII Never Sent to External AI

Names, SSNs, dollar amounts — processed by on-premise AI only. External models see anonymized data and categories only.

On-Premise Vision AI

Receipts and documents processed by AI models running on our own GPU servers. Your images never leave our infrastructure.

Full Audit Trail

Every access to sensitive data is logged — when, by what, and why. Complete transparency in your privacy dashboard.

Less than your
monthly coffee budget

A full AI finance team for less than one hour of CPA time. No tiers, no hidden fees — everything included.

Early Adopter
$29.99
per month
First 3 months — then $39.99/mo · Cancel anytime
  • Unlimited bank connections
  • AI expense categorization
  • Receipt & document AI
  • GPS mileage tracking
  • Weekly expense reports
  • Team management & approvals
  • Tax strategy intelligence
  • Morning financial briefs
  • Privacy-first architecture
Start Free Trial

14-day free trial · No credit card required

Your AI finance team
is waiting

Join businesses that are saving thousands in tax deductions and hours in manual bookkeeping every month.

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