Tools Every Founder Should Know About: Swipe Edition
Discover tools every founder should know, starting with Swipe, built to simplify your finances and operations.
As a founder, a surprising amount of your time goes into activities that aren’t directly related to building your product- setting up processes, managing vendors, handling compliance, figuring out payroll, insurance, payments, logistics, and a dozen other operational tasks that quietly consume hours every week.
Through this “How-to Guide” series, we want to introduce you to platforms across categories that reduce this operational load- so you can spend less time managing processes and more time building your company.
Early-stage chaos often first shows up in your finances. Invoices are delayed, payments are hard to track, and there’s no clear view of what’s coming in.
Swipe fixes this by bringing everything into one place. From creating GST-compliant invoices to managing customers, tracking inventory, and collecting payments- it’s a simple, all-in-one app built to make financial operations feel effortless.
Use Cases
1. D2C Founders | Shopify Order & Invoice Automation
Scenario: A growing D2C brand handling hundreds of daily orders through Shopify.
D2C brands integrate their Shopify store with Swipe to automatically sync orders and generate GST invoices instantly. This eliminates manual work and speeds up fulfilment.
2. Founders in Export Business | Multi-Currency & Export Invoicing
Scenario: A founder selling across global markets, dealing with multiple currencies and export documentation.
Export-focused founders use Swipe to create export invoices with live exchange rates and accurate multi-currency billing. Swipe automates documentation for international shipments.
3. Manufacturing Founders | Inventory & Warehouse Management
Scenario: A manufacturer managing raw materials, finished goods, and stock across multiple locations.
Manufacturers use Swipe to manage raw materials, finished goods, and stock across warehouses. Inventory auto-updates with each invoice, purchase entry, and delivery note.
4. SaaS Founders | Billing & Invoicing via API’s
Scenario: A SaaS startup managing recurring billing for a growing customer base.
SaaS startups integrate Swipe’s invoicing APIs to automate customer billing, generate GST invoices programmatically, and manage recurring payments through Razorpay.
How to Set Up Swipe: Step-by-Step Guide
Example Use Case: Creating and Sending an Invoice Using Swipe
New to Swipe? Getting started is straightforward. Follow these steps to create and send your first invoice seamlessly:
Login / Sign Up:
Visit getswipe.in and sign up for a free account.Create a New Invoice:
From the dashboard, click “Create Invoice”Add Customer Details:
Select customers, enter customer name, contact information, and tax details.Add Products / Services:
Select existing items or create new products. Swipe automatically applies the correct GST.Review & Save:
Check tax calculations, total amount, currency, and terms. Save the invoice.Share Instantly:
Send via WhatsApp
Share via email
Download as PDF
Collect payments via Razorpay payment links
Tip: You can send invoices automatically, also directly to the customer.
Key Features for Startups
One-click document conversion (Quotation → Invoice → Delivery Note → Payment Receipt)
Live currency conversion for export invoices
Create invoices directly using WhatsApp AI, without opening the app.
Online payment collection with integrated payment gateways like Razorpay
Inventory, warehouse, expenses, and customer ledger management
Key AI Features
If you’ve ever wished invoicing, tracking, and follow-ups could just “handle themselves”, that’s exactly what Swipe’s AI features aim to do.
1. Create Invoices Directly Through WhatsApp
Founders can generate complete invoices by simply messaging Swipe’s WhatsApp AI.
Example: “Create an invoice for 2 headphones at ₹999 each for Aman.” AI instantly returns a ready-to-share invoice.
2. Smart AI Reminders
Founders can set personal or business reminders through WhatsApp using natural language.
Examples:
“Remind me to follow up with investors at 3:00 PM.”
“Remind me to collect payment from Rohan tomorrow morning.”
Swipe AI sends the reminder at the exact time, helping founders stay on top of priorities.
On average, small businesses spend 5-10 hours every week on invoicing, payment follow-ups, and reconciliation. That’s nearly a full working day lost to tasks that should ideally run in the background.
With Swipe- You can use it to create GST invoices in minutes, collect payments through shareable links, track inventory as orders come in, and stay on top of your numbers- without digging through multiple tools.
At Razorpay Rize, we get it- building a startup is tough. That’s why we’re more than just a space for connecting with other founders. We’ve got programs, tools, and services designed to take some of the weight off the shoulders and make the journey just a little bit easier.
Curious about how we support startup founders?
Dive into Vault today & unlock a world of possibilities.