ISV Partners

Swoop

Business funding support for Sage Intacct and Sage X3 customers. Swoop helps organisations explore loans, grants and other finance options, making it easier to access funding for growth, investment and working capital while keeping finance teams focused on the bigger picture.
Compatible: X3, Intacct
Category: Finance
Integration: Native Connector
Stage: 1+

Sage Platinum Club Winner

20+ Years Experience

UK&I + North America

First UK Sage X3 Partner

Mysoft legislation projects

Turn Sage finance data into funding and savings opportunities.

Who is it for?

Sage Intacct and Sage X3 organisations looking to access funding, grants, subsidies, savings opportunities or business support without relying on manual searches, disconnected forms or repeated data entry.

What will you gain?

A faster way to find funding, grants and savings opportunities, with less admin and better visibility from your Sage Intacct or Sage X3 finance data.

 

Where does it fit?

Swoop connects with Sage finance data to bring funding, grants and savings opportunities closer to the systems your teams already use, helping finance teams discover options, apply faster and model future cash flow.

How it works with Sage Intacct & Sage X3

From Sage finance data to funding opportunities.
One connected application journey.

Connect Sage finance data

Swoop uses Sage finance data to support funding searches, applications and cash flow forecasting.

Find relevant funding

Teams can explore grants, loans, equity finance and savings opportunities matched to their business profile.

Apply with less admin

Application forms can be pre-filled with Sage data, reducing manual input and repeated document gathering.

Forecast cash impact

Finance teams can model how funding options may affect future cash flow and business planning.

Identify savings

Swoop highlights savings across areas such as banking, FX, insurance, energy and deposit accounts.

Track funding activity

Applications, deadlines and funding opportunities can be managed in one place, reducing spreadsheet-led tracking.

Proven at scale

301,000+

global customers and counting use Swoop to explore funding, savings and financial products.

£1.5bn+

in funding completed through the Swoop platform across loans, equity finance and grants.

£80m+

in savings identified for businesses through Swoop’s cost-saving opportunities.

4.7/5

Trustpilot rating, with Swoop rated Excellent by reviewers.
What changes for finance & ops

Funding decisions with less friction.

Less application admin

Connected Sage data helps reduce repeat form filling, document uploads and manual input across funding applications.

Better funding visibility

Teams can uncover grants, loans, equity options and savings opportunities that may otherwise be missed.

Clearer cash planning

Cash flow forecasting and funding scenarios help finance teams understand the impact of new funding options.

Who it's for

Built for Sage organisations exploring funding, grants and savings.

If your organisation needs to find funding, reduce business costs or manage grant-related processes, Swoop helps connect the opportunity search with Sage finance data.

Nonprofits

Find grants, subsidies and funding opportunities where income is often project-based, restricted or conditional.

Education

Support applications for grants, funding programmes and cost-saving schemes across departments, projects or institutions.

Public sector

Track funding opportunities, deadlines and compliance requirements where reporting obligations matter.

Consultancy firms

Use connected financial data to explore growth funding, savings opportunities and future cash scenarios.

Service-led businesses

Identify loans, grants and savings routes that support growth, cash flow and operational investment.

Growing businesses

Explore loans, equity finance, grants and business savings from one platform as funding needs change.

Frequently Asked Questions

Your Questions.
Mysoft's Expertise.

Does Swoop work with Sage Intacct and Sage X3?

Yes. Swoop can support Sage Intacct and Sage X3 organisations looking to connect finance data with funding, grant and savings opportunities.

Swoop supports access to loans, grants, equity investment, alternative funding, corporate funding and business savings.

Yes. Swoop can use connected Sage finance data to help pre-fill applications and reduce repeated manual input.

Yes. Swoop can help teams model how funding options may affect future cash flow and business planning.

Yes. Swoop can highlight savings across areas such as banking, FX, insurance, energy, deposit accounts and other business costs.

Mysoft understands Sage Intacct and Sage X3 finance processes, so Swoop can be aligned with your data, reporting and funding workflows.

Next step

Turn Sage finance data into funding and savings opportunities.

We help you review your Sage Intacct or Sage X3 finance data, funding requirements and application processes, then identify where Swoop can reduce admin and improve visibility.

Your Challenges

Growth Bottleneck

When your back office can't keep pace

AI Mandate

Board has asked for a credible AI strategy

Scale Ambition

Infrastructure for 2X, 3X+ growth

Compliance Event

Acquisition, audit, or regulatory change

Who we serve

CFO & Finance Director

AI strategy, close cycle, scalable infrastructure

COO & Operations Director

Integrated operational ERP and supply chain

CTO & IT Director

Architecture, integration, security, and TCO

CEO & Board

Investment case, governance, strategic finance

AI Transformation Stages

The Journey - Overview

How we take you from stage 1 to stage 4

Stage 1 — Operational Foundation

Building the platform your business deserves

Stage 2 — Intelligent Automation

Remove the manual transactional layer

Stage 3 — AI Augmented Finance

Intelligence at the speed of the business

Stage 4 — Agentic Finance Governance

Finance at scale without headcount growth

Frameworks & Tools

Agentic Finance Governence

Board-defensible AI governance

Finance Operations Review

Structured discovery process

ISV Partner Ecosystem

Netstock, Nectari, Avalara and more

Platforms

Compare Platforms

Sage Intacct vs Sage X3, find your fit

Sage Intacct

AI-enabled, cloud-native finance solution

Sage X3

AI-driven, scalable, comprehensive ERP

X3CloudDocs

AI document and workflow automation

Full Ecosystem

Netstock, Nectari, Avalara and more

Release Hub

Information on each release of our platforms

Services

Sage X3 Implementation

Structured delivery for successful implementation

Support Services

Expert support that keeps you moving

Localisation & Legislation

Local compliance for global operations

Upgrade to Sage X3 or Intacct

Looking to upgrade your ERP or FMS to Sage?

Sectors

Manufacturing & Distribution

Solutions for complex operations

Food & Beverage

FEFO, traceability, compliance, and scalability

Chemical & Pharmaceutical

Formula management, regulatory and quality control

Professional Services

Project accounting, revenue recognition

SaaS & Subscription Business

Subscription billing, revenue recognition

Financial Services

Multi-entity, regulated environments

Charities & Not-for-Profit

Fund accounting, SORP compliance

Content

Content Hub

Selection of blogs and content

Video Hub

Selection of Mysoft & Sage videos

Events & Webinars

Events, roundtables & webinars

Whitepapers & Guides

In-depth PDF DLCs

Demo Hub

On-demand demos

Bootcamps & Insights

AI Bootcamp

AI in plain English for finance

ERP Bootcamp

ERP selection and implementation

FMS Bootcamp

Financial management systems

Cloud Migration Bootcamp

Moving your ERP to the cloud

Strategic Insights

Agentic AI. Reality versus hype

In Focus & Resources

SaaS & Technology Finance

In-focus, ARR, revenue recognition

Master Data Management

In focus, the AI data foundation

AI ready finance guide

Free download asset

ERP Selection Framework

Six stage evaluation process

CFO Strategy

Finance as a growth enabler

Operational Transformation

AI in AP, AR and beyond

Who we are

Our Story

Over 20 years, first Sage X3 partner

Meet the Team

50+ in-house Sage experts

Careers

Join Mysoft

Refer an Organisation to Mysoft

Know any company that might benefit from our services?

Contact us

Start a conversation with our team

Credentials

Sage Tech Partner & Platinum Club

Only UK Tech & Business partner with the highest partner tier badge

Community & Giving Back

Supporting local initiatives