Turn every signal into action. Capture more revenue. Unlock more opportunities. Accelerate growth.
Trusted by 3,000 Businesses
Swipe Credit AI watches the numbers behind your business, finds opportunities to make, collect, save, or protect money, and shows you what to do next.
Your transactions tell a story. We turn it into your next money move.
$9.2M
Revenue Opportunity Quantified
Fortune 100 Insurance Organization
Less Than 30 Days
425+
Opportunities Surfaced
Prioritized For Executive Action
Revenue · Growth · Efficiency
90 Days
From Kickoff To Outcome
Executive Findings & Recommendations
Measured Business Impact
Backed by · Built alongside
Read-only financial connections. We can read the numbers to find opportunities — we can't move your money.
Cash to collect
$1,640
4 invoices · Example data
Money worth looking at
$4,280
Example data
Trusted by, partnered with, and built alongside
The work creates the results. Selected outcomes from Fortune 100 engagements across banking, insurance, governance, and global procurement.
01
$0.0M+
Revenue Opportunity Quantified
AI-powered executive intelligence identified, measured, and prioritized revenue growth opportunities across the organization.
02
0+
Business Opportunities Surfaced
Growth, efficiency, and optimization opportunities identified.
03
0+
Hours Returned To Enterprise Teams
Executive capacity restored through automation and intelligence.
04
0+
Enterprise Assets Evaluated
Processes, systems, controls, and business functions analyzed.
05
Fortune 100
Banking & Insurance Experience
Built through enterprise-scale execution.
Audio Testimonial
Fortune 100 Insurance Organization
Case Study 01
90 days
Personal Lines · 90-Day Engagement
“Swipe Credit AI identified opportunities our teams had been searching for across fourteen channels. We stopped arguing about the numbers and started acting on them.”
— Chief Revenue Officer
Audio Testimonial
Industry Validation
Audio Testimonial
Enterprise Governance Transformation
Case Study 02
Two quarters
Fortune 100 · AI Governance & Controls
“Executive visibility into AI risk, controls, and model compliance — without manual reviews. The reporting our board waited two quarters for now lands every Monday.”
— SVP, Risk & Governance
Audio Testimonial
Enterprise Readiness
Audio Testimonial
Supplier Intelligence & Responsible Sourcing
Case Study 03
One quarter
Fortune 100 · Global Procurement
“Improved supplier visibility, risk reduction, and executive reporting automation — faster decisions, surfaced opportunities our category leads had never seen.”
— SVP, Strategic Sourcing
Audio Testimonial
Executive Perspective
Audio Testimonial
Growth Intelligence Program
Case Study 04
One Quarter
Enterprise · Continuous Opportunity Discovery
“Growth planning stopped being reactive. We now have continuous opportunity discovery and executive visibility into where the business can grow next.”
— Chief Growth Officer
Audio Testimonial
Mission & Impact
Pick your path. Same idea in every one: find the money, know what to do next.
/ 01
See where your cash is, which invoices to chase first, which customers are worth re-engaging, and which costs are eating your margin. Simple money answers, every day.
For business owners ›/ 02
Always-on analysis that reviews activity, ranks what matters, recommends the next-best action, and plugs into the workflows your team already runs.
For AI leaders ›/ 03
Revenue intelligence across financial operations: portfolio visibility, risk signals, and decision support that scales with the size of your business.
For enterprise ›Every sale, payment, invoice, expense, and shift in customer behavior leaves a signal. Most businesses already have the data. The hard part is knowing what matters, what changed, and where the money actually is.
Swipe Credit AI reads those signals and turns them into a short list of money opportunities — cash to collect, revenue at risk, costs worth reviewing, customers worth re-engaging — ranked by what deserves attention first.
The loop
Money opportunities
Example data
Good morning, Maya.
We found $4,280 worth looking at.
$1,640
Cash to collect
$1,120
Customer revenue to review
$870
Expenses worth checking
$650
Margin opportunity
Today's top 3 moves
Stage 01
$9.2M+
Hidden Opportunity
Surfaced from across the business
Stage 02
425+
Prioritized Actions
Ranked by expected business value
Stage 03
Faster
Executive Decisions
Delivered to leaders who own outcomes
Stage 04
Measured
Business Value
Tracked in dollars, time, and growth
Four ways Swipe Credit AI turns fragmented work into measurable outcomes — more revenue, better decisions, lower risk, faster growth.
Swipe Credit AI continuously identifies growth opportunities, operational inefficiencies, and hidden business value across enterprise environments.
Revenue Intelligence Agent
Enterprise Environment
Organization Health Score
+3.2 wow
94
Opportunities
425
Identified
Potential Value
$9.2M+
Cross-Sell
73
Segments
18
Priority Actions
12
AI Confidence
98%
Live Signals
Cross-sell opportunity · Mid-Atlantic SMB segment
+$420K
Retention risk detected · Carrier book #7
−$180K
Pricing anomaly · Commercial auto, Q2 cohort
+$96K
“We uncovered opportunities that would have taken months to identify manually.”
Provide leadership teams with prioritized opportunities, performance indicators, and business intelligence in a single view.
Executive Decision Center
Q2 2026 · Real time
Revenue Growth
+$9.2M
Potential
Efficiency
+520h
Returned
Priorities
17
Executive
AI Recs
36
This week
Impact Score
95
Business
Revenue Trajectory · 12wk
+18.4%FORECAST
$148.6M
Top AI Recommendations
“Leadership gained visibility into opportunities immediately.”
Monitor AI initiatives, governance readiness, compliance activity, and risk indicators from a centralized platform.
AI Governance Command Center
Policies Reviewed
50+
Controls Monitored
150+
AI Risk Level
Low
Model Compliance
98%
Responsible AI
95%
Governance
Active
Executive Approval Workflow
3 pendingRisk Scoring
“Governance became operational instead of theoretical.”
Help growing businesses identify revenue opportunities, improve financial visibility, and strengthen funding readiness.
Customer Growth Intelligence
Growth Opportunities
186
Retention Risks
22
Expansion Potential
$6.8M
Forecasted Revenue Impact · 6 quarters
▲ trendingNext Best Actions
Segment
Enterprise
Segment
Mid-Market
Segment
SMB
Segment
Founder-Led
“I finally knew where to focus to improve my business.”
You can work every day, serve customers, pay your team, send invoices, and make sales — and still not know where money is quietly slipping away.
It's almost never a lack of effort.
The signals that matter are scattered across transactions, invoices, customers, expenses, and day-to-day operations. By the time a slow-paying customer, a rising cost, or a shrinking margin becomes obvious, weeks or months have already passed.
Swipe Credit AI was built to watch those numbers with you — and to say something while there is still time to act.
Not another dashboard to study. The opportunity, early enough to do something about it.
We believe the same intelligence available to the largest organizations should be available to growing businesses, suppliers, founders, and underserved communities.
The goal is simple:
Help more organizations uncover opportunity.
Not for
Built for
Case 01
Personal Lines · 90-Day Engagement
$9.2M+
Potential Business Value
425+
Opportunities surfaced
Case 02
Fortune 100 · AI Governance & Controls
150+
Governance issues addressed
50+
Enterprise assets evaluated
Case 03
Fortune 100 · Global Procurement
Improved
Supplier visibility
Automated
Executive reporting
Case 04
Enterprise · Continuous Opportunity Discovery
Continuous
Opportunity discovery
Executive
Growth visibility
/ 01
Know which unpaid invoices deserve attention first — and who to follow up with today.
/ 02
Spot meaningful changes in customer behavior before they turn into bigger problems.
/ 03
See the customers, products, and patterns that may deserve more of your attention.
/ 04
Catch unusual spending, rising costs, and margin pressure while you can still act.
/ 05
Thousands of financial signals become a short, prioritized list of moves.
/ 06
Connect the action back to the money whenever the available data supports it.
Step 01
Bring your business data into one view. Financial connections are read-only — we can read the numbers, never move your money.
Step 02
Swipe Credit AI reviews transactions, customers, cash flow, expenses, and activity for real money opportunities.
Step 03
Get a short, prioritized list of what deserves attention: follow up, collect, review, retain, investigate, pursue.
Step 04
See what happened after you acted — and, where the data allows, the dollars collected, saved, protected, or generated.
Enterprise
For complex financial operations: revenue intelligence, portfolio visibility, risk, and large-scale decision support.
Investment
Custom
Time frame
Scoped per engagement
Agentic AI
Most chosen
Continuous analysis that finds opportunities, prioritizes what matters, and supports the work of acting on it.
Investment
Custom
Time frame
Ongoing
SMB
Enterprise-grade intelligence made radically simple for owners and operators.
Investment
Free to start
Time frame
Ongoing
Swipe Credit AI turns your business activity into a clear view of where money can be collected, protected, saved, or grown — and what deserves your attention next.
Less guessing. Less searching. More knowing what to do next.
Bonus
Guarantee
Every engagement ends with findings you can act on — what we looked at, what we found, and what we recommend doing next.
It reviews the business data you connect — transactions, invoices, customers, cash flow, and expenses — and looks for what changed, what stands out, and where money may be sitting, slipping, or growing. You get a short list of what deserves attention, in plain language.
No. Financial connections are read-only. Swipe Credit AI can read the numbers to find opportunities, but it cannot move funds, send payments, or make transactions on your behalf. You decide what to act on.
Depending on the data available, examples include cash that should be collected, customers worth re-engaging, revenue that may be at risk, expenses worth reviewing, margin pressure, and changes in customer behavior. Not every category applies to every business.
No. There is nothing to interpret and no jargon to learn. You see where the money is and what to do next — follow up, collect, review, retain, or investigate.
It depends on how much business data is available and how clean it is. Businesses with meaningful history across transactions, invoices, and customers usually surface useful patterns sooner. We do not promise a fixed timeline.
No obligation. Scoped to your industry, size, and priority. Most organizations receive a proposal within 48 hours.
— Closing
The strongest organizations are not built through luck. They are built through discipline, insight, preparation, and execution.
Swipe Credit AI helps organizations uncover hidden opportunities, accelerate decision-making, and create measurable business outcomes through AI-powered intelligence.