SwiftFi Work: Projects & Jobs for Freelancers
Create projects for each client, track hours and deliverables as jobs, and collect payment in one place. Built for freelancers juggling multiple clients.
Highlights
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.
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
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
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
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
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.
SwiftFi Work
What is SwiftFi Work?
SwiftFi Work is Projects & Jobs for freelancers. Projects organize client engagements. Jobs track the hours and deliverables inside them. Together they help you create work, track progress, and collect payment without bolting on a separate project tool.
If you invoice US clients, pair Work with virtual USD accounts and invoices so the money path matches the work path.
Projects
Projects: organize every client engagement
Create a project when you start with a client—especially for retainers, multi-deliverable builds, or work that spans billing cycles. A project is the umbrella: related jobs, amounts, and payment status sit underneath it.
Projects solve the “which client was that?” problem. You see what is in progress, what shipped, and what still needs to be billed or collected, without maintaining a second tracker.
- Create a project per client or engagement
- Group multi-deliverable and retainer work
- See related jobs, amounts, and payout status together
- Built for freelancers juggling multiple clients
Freelancer problems Projects solve
- Multiple clients blur together — give each engagement its own project home.
- Retainers and multi-milestone work need structure without enterprise project software.
- Month-end questions (“what did I ship for this client?”) get a clear answer.
Freelancer problems Jobs solve
- Hours disappear across Slack and calendar — log them on the job they belong to.
- You underbill because deliverables were never attached to a billable unit.
- Deposits arrive and you cannot tell which milestone they covered.
Jobs
Jobs: track hours, deliverables, and payouts
Jobs are the billable units inside a project—a sprint, milestone, retainer period, or one-off task. Track hours, attach deliverable notes, and set amounts so you know exactly what to invoice.
When payment lands through SwiftFi, connect it back to the job. That keeps client communication, books, and tax records aligned with the work you delivered.
- Track hours against sprints, milestones, and retainers
- Attach deliverable notes and billable amounts
- Monitor open vs paid job status
- Connect invoices and deposits back to each job
Collect payment
Collect money for the work you shipped
Work is most useful when it ties to payment. Use jobs as the basis for invoices, share your conversion-account details with clients, and watch payout status update against the same records.
You spend less time chasing “did they pay for that milestone?” and more time starting the next job.