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Open work

Create projects for each client, track hours and deliverables as jobs, and collect payment in one place. Built for freelancers juggling multiple clients.

What you can do here

SwiftFi Work is Projects & Jobs. Create a project for each client engagement, log jobs and hours under it, then connect payouts so you always know what is owed and what is paid.

Create a project for every client so multi-month work stays organized
Track hours and deliverables as jobs inside each project
See amounts, status, and payout progress without a separate spreadsheet
Connect jobs to invoices and conversion-account payments when clients pay
Built for freelancers managing several clients, retainers, and one-off gigs
Keep delivery notes and payment history together for month-end and taxes

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How it works

How SwiftFi Work fits your freelance workflow

From the first client kickoff to the deposit hitting your account, Projects and Jobs keep the work and the money linked.

  1. 1

    Create a project for the client

    Open a project when a new engagement starts—retainer, product build, or multi-milestone contract. The project becomes the home for everything related to that client.

  2. 2

    Add jobs and track hours

    Break the engagement into jobs: sprints, milestones, weekly retainers, or one-off tasks. Log hours and deliverable notes so you know what shipped and what is still open.

  3. 3

    Bill and collect for the work

    Attach amounts to jobs, send invoices when ready, and let clients pay through your SwiftFi conversion account. Payout status updates against the same work records.

  4. 4

    Reconcile without the spreadsheet chase

    At month-end you can see which jobs are paid, which are outstanding, and which project they belong to—without matching mystery deposits to email threads.

Why SwiftFi

Freelancer work problems we help solve

Most freelancers lose time (and money) because client work, hours, and payments live in different tools. SwiftFi Work pulls them together.

Client work is scattered across Notion, spreadsheets, Slack, and email—you never have one source of truth.

SwiftFi helps: Projects give each client engagement a single home for jobs, notes, amounts, and payout status.

You lose track of hours across retainers and one-off gigs, then underbill or scramble at invoice time.

SwiftFi helps: Jobs let you track hours and deliverables under the right project, so billing matches the work you actually did.

You finish the work but chasing payment means another tool, another login, another spreadsheet.

SwiftFi helps: Connect jobs to SwiftFi invoices and conversion-account payments so delivery and collection stay in one platform.

Multiple clients blur together—you cannot tell which deposit belongs to which project.

SwiftFi helps: Projects and jobs stay linked to payment history, so reconciliation is clear for books and tax prep.

Retainers and milestone contracts need structure, but full project tools are overkill for solo freelancers.

SwiftFi helps: Use lightweight Projects for the engagement and Jobs for each billable unit—without enterprise PM complexity.

Month-end means reconstructing “what did I ship and get paid for?” from memory.

SwiftFi helps: Status, amounts, and payout history live with each job, so closeout is a review—not a forensic exercise.