Meet Alfie, Your AI Finance Teammate
The teammate who does the boring bits, so month end doesn’t hurt
Alfie is Swipey’s AI finance teammate. It matches receipts, cleans up messy statements, puts every expense in the right place and gets your books ready to close. You stay in charge, and Alfie does the sorting.
🧾 1. Receipts sort themselves out
| 😩 Before | ✨ With Alfie |
|---|---|
| Chasing your team for receipts on the last day of the month | Drag and drop a pile of receipts, or forward the email they came in |
| Matching each receipt to a transaction by hand | Alfie matches every receipt to the right transaction for you |
| Wondering which ones are still missing | A live “22 of 24 matched” count shows exactly what’s left |
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💡 Not sure about a match? Alfie doesn’t guess. Receipts it can’t match confidently go to Pending Review so you can check them in a click |
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📄 2. Statements you can actually read
Bank and card statements are full of cryptic merchant codes. Alfie turns them into names you recognise.
| What your statement says | What Alfie shows you |
|---|---|
| FB ADS 2931XQ | Meta Ads |
| OPENAI *CHATGPT | OpenAI |
| YTL LABS SDN BHD | YTL Labs |
| GRABPAY-EC | Grab |
No more “what was this RM1,800 for?”
🗂️ 3. Every expense in the right place
Alfie categorises each transaction and tags it to the right team or project, so you can see exactly where the money goes.
| Transaction | Category | Tag |
|---|---|---|
| Grab | ✈️ Travel | Penang |
| Meta Ads | 📣 Advertising | Q4 Launch |
| OpenAI | 💻 Software | Product |
| Shopee | 📦 Supplies | Operations |
| Kopitiam Sri Lada | 🍜 Meals | Marketing |
📊 Spend by department, done for you: see Marketing, Product and Operations spend side by side without building a single spreadsheet.
📒 4. Books ready to close
Alfie also helps set up your accounting connection, then keeps it running.
| 1️⃣ Choose your software | 2️⃣ Match your categories | 3️⃣ You’re connected |
|---|---|---|
| Bukku, Xero or QuickBooks | Alfie lines up your Swipey categories with your accounts, for example Advertising → 6100 Advertising Expense | Every expense lands in your ledger with its account code, category, tag and receipt |
✅ Ready to close. Month end becomes a quick review instead of a week of catching up.
🚀 What Alfie takes off your plate
| ⏱️ Less admin | 🎯 Fewer mistakes | 👀 Clearer picture |
|---|---|---|
| No more matching receipts or retyping transactions | Consistent categories and account codes, every time | Know where every ringgit went, by category and by team |
Need Help?
If you're unsure or want someone to guide you through it, we're here.
✨ See Alfie in action
🏷️ See what’s free on Swipey
💬 Chat with us on WhatsApp
📞 Book a 30 min session and we'll guide you through using Swipey
Related guides: Attach Receipts · Month-End Without the Retyping · Understanding Accounting on Swipey