How Swish works

Connect, organise and understand your entire
financial life in one secure place.

Setup takes just a few minutes.

Build your free dashboard
Two phones displaying Swish financial dashboards

Getting started takes minutes.

Sign up in seconds.
STEP 1

Sign up in seconds.

Securely, using open banking.

Connect your accounts.
STEP 2

Connect your accounts.

Add assets, loans and property
alongside your bank data.

Watch it all come together
STEP 3

Watch it all come together

Your full financial picture, built
automatically.

Build your free dashboard

1 STEP ONE

Securely Connect Your Bank Accounts

Swish connects to your bank using secure open banking technology. This allows your account balances and transactions to update automatically, without you needing to manually enter anything.

  • Secure bank connections
  • Read-only access
  • No ability to move money
  • Your credentials are never stored
Swish connected bank accounts

2 STEP TWO

Bring Everything Together

Add the rest of your financial position to Swish.
Swish organises everything into one clear structure so you can see how it all connects.

  • Property and other assets
  • Loans and mortgages
  • Insurance policies
  • Vehicles and valuables
  • Business assets
Swish assets and property overview

3 STEP THREE

Understand Your Financial Position Instantly.
Shape Where You're Going.

Swish automatically combines all your data into a single dashboard so you can see:

  • Your net worth
  • What you own vs what you owe
  • How your finances are changing over time
Swish financial overview, balances and budget health

No Spreadsheets. No Guesswork.

Simple tools will be available to show you how life changes today and have huge impacts on
your financial position in the future, so you can make better decisions today.

Designed To Be Simple. Built To Be Secure.

Swish works quietly in the background to keep your financial information up to date. When you
connect your accounts, details are securely accessed and organised into your dashboard.

  • Secure Authentication
  • Read-Only Bank Access
  • Bank-Grade Encryption
  • Data Remains Private And Under Your Control

Everything Flows Into One Place

Instead of logging into multiple platforms, Swish brings everything together so you
can view your entire financial position in seconds.

Bank accounts, assets, liabilities, businesses and insurance feed into one Swish dashboard

What This Means For You

CLARITY

Know exactly where you stand
financially at any time.

CONTROL

Make informed decisions based on a
complete picture.

PROGRESS

Track your net worth and financial
growth over time.

Built For Real Financial Life

Whether you're managing a household, building a property portfolio, or growing your
wealth, Swish gives you the tools to stay organised and in control.

Get a clear view of your finances in minutes

Start building your financial dashboard today.

Build your free dashboard

FAQ

Contact Support
Is Swish Secure?

See how Swish protects your information in our security section and Privacy Policy.

Which Banks Can I Connect?

Swish connects through Akahu. Contact support to confirm whether your bank is supported.

Does Swish Move My Money?

No. Swish uses read-only access and cannot move money or execute transactions.

Who Can See My Financial Information?

Read our Privacy Policy for information about access, storage and your rights.

What Does It Cost?

Check the plans available during sign-up, or contact support for current pricing.