From documents to workbooks in 6 weeks.

Swick does not ask your team to adopt a new reporting format. It completes the workbooks and quarterly report your team already uses, so most of the rollout is about understanding how you work today. This is how a rollout runs.

Weeks 1 and 2: Discovery

Your documents, workbooks and checks, mapped. We look at what arrives each quarter, from which managers and companies, and in which formats. We map where each figure belongs in your workbooks and which checks your team already performs, including the various names your managers use for the same metric.

Week 3: Integration

Swick is set up inside your ecosystem, where your documents live, so your team keeps working from the same places it does today.

Week 4: Deploy and testing

Swick is configured and run on your live documents. This is where the review harness meets your own reporting: independent AI auditors reading every number, totals checked against their line items and review items raised wherever the auditors disagree.

Week 6: Training and go live

Your team is trained on the tool and goes live for your next quarter. Training focuses on the parts your team owns: resolving review items, opening the source page behind any figure and verifying outputs before anything is published.

Every quarter after go live

Once live, each quarter follows the same cycle:

1. Current cycle progress. Check what is outstanding from which managers.
2. Documents file themselves. Each document is matched to its fund, entity and period.
3. Independent auditors. Every number is cross-checked.
4. Review and verify outputs. Full control over what is published.
5. Self-improving. Swick learns from every logged decision, ready for the next quarter.

Which tier fits

Swick is offered in 3 tiers:

• Boutique. A handful of managers and funds.
• Scale. A growing book, with many managers and funds.
• Enterprise. Several business units, with a scoped setup and monthly fee.

Each tier has a once-off setup fee and a monthly fee. Book a demo to plan your rollout and receive pricing for your portfolio.