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Set Up Your Bookkeeper Account

View only access to transactions, receipts and reports.

As a Bookkeeper, you have been invited by your company's Admin to access Swipey. Your role gives you view-only access to the company's financial data — transactions, receipts, and reports — so you can do your work without being able to move or spend any funds.

Bookkeepers access Swipey via the web dashboard only. The mobile app is not available for the Bookkeeper role.

What You Can Access

Step 1: Accept Your Invitation

Check your email for an invitation from Swipey. Click Accept Invitation in the email to get started.

Can't find the email? Check your spam or junk folder. If it's not there, ask your Admin to resend the invitation.

Step 2: Set Up Your Login

Follow the on-screen steps to create your password and set up your account credentials.

Step 3: Log In to the Dashboard

Go to app.swipey.co and log in with your email and password.

Important: Do not download the Swipey mobile app — it is not compatible with the Bookkeeper role. All your work is done from the web dashboard.

Step 4: Get Familiar With Your Dashboard

Once logged in, you will have access to:

  • Transactions — view all company card transactions, filter by date, employee or card
  • Funds — view fund history and download the account statement
  • Accounting — connect and sync to QuickBooks or Xero
  • Payouts — view paid bills and download receipts

What's Next?

Now that your account is set up, connect your accounting software to start syncing transactions. 👉 Accounting integration

Need Help?

If you're unsure or want someone to guide you through it, we're here.

💬 Chat with us on WhatsApp

📞 Book a 30 min session and we'll guide you through using Swipey

Common Questions

I clicked the invitation link but it says it has expired — what do I do?

Invitation links expire after a set period. Ask your Admin to resend the invitation and use the new link promptly.

Can I request access to additional features?

Your access level is set by your Admin. If you need additional access, speak to your Admin directly — they can update your role if needed.

Can I log in on mobile?

The Bookkeeper role is web-only. The Swipey mobile app does not support Bookkeeper access.

Can I make changes to transactions or receipts?

No — Bookkeeper access is view-only. You can view, filter and download data but cannot edit or delete anything.