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Flexible software cost capitalization reporting

Get the exact data you need to create customizable, audit-ready software capitalization reports.

The simple way to report on the cost of software development

Use the Investment Balance view in Swarmia to set up capitalizable investment categories and blend with salary data to get a full picture of the cost of building software.
Read more about investment balance
Configure investment categories
Capture capitalizable developer effort by setting up auto-categorization rules.
Blend with team and salary data
Easily adjust variables such as team structure and salary data to improve accuracy.
Gain visibility into CapEx and costs
Get PDF and spreadsheet reports with minimal effort and at your chosen cadence.
Swarmia gives us quantitative information about how our teams are doing, but without adding any friction.
Pau Revilla
CTO at Factorial

Why modern software organizations choose Swarmia

Swarmia makes cost estimation and capitalization reporting flexible for finance teams, painless for engineers, and ready for auditors.

Customizable reports for finance teams

With Swarmia, your finance and accounting teams can look at capitalizable work as monthly aggregates or filtered by individual developer or line item. The format of the report makes it easy to adjust the key variables that affect cost estimates and capitalization.

No overhead for engineering teams

Swarmia’s auto-categorization rules catch over 90% of the work engineers are doing. As for the remaining 10%, engineers can link their work items to investment categories in Slack to completely eliminate the need for manual time tracking.

Better data quality

Swarmia models the effort of each software engineer based on their GitHub contributions and issue tracker activity. Since engineering teams often use Swarmia in their daily work, our data quality is generally higher than that of competing solutions.
Frequently asked questions
How do I get started?

You can get started with Swarmia by scheduling a meeting with one of our product experts. They’re happy to give you a tour of the product, answer any questions you may have, and work with your team to tailor a trial/POC plan for your organization.

How do I create a software capitalization report with Swarmia?

If you’re interested in using Swarmia for software capitalization reporting, contact your account manager or email us at hello@swarmia.com.

In practice, the process looks like this:

  • You’ll configure your investment categories in Swarmia to capture capitalizable work. If you need a hand in setting up investment categories, your customer success manager would be happy to help — at no extra cost. We’ll also review your team roster and capitalizable investment categories.
  • You’ll inform your customer success manager of your specific requirements for the report, including its cadence and scope.
  • You’ll receive the report at a regular cadence. You’ll be able to adjust the report to include exact salary data from your HR system, and to manage exceptions on a per developer or project basis.
How does Swarmia model the work of engineers?

Swarmia models developer effort on a monthly basis from activity such as issue completions, pull request merges, reviews, and commits. In other words, we combine each engineers’ code contributions from GitHub with their issue tracker activity from Jira or Linear. By automatically attributing individual work items to their highest known parent issue, Swarmia provides you with reliable and transparent data.

Can I add salary data from my HR system to Swarmia?

Instead of having to import data from your HR system directly into Swarmia, you can easily join salary or salary band data exports into the spreadsheet reports you’ll receive from us.

This way, you remain in full control over who gets access to the salary data.

Who will have access to Swarmia?

Anyone in your organization with GitHub credentials can access Swarmia.

Finance and accounting teams as well as external auditors typically interact with Swarmia through the PDF and spreadsheet-based cost estimation and software capitalization reports.

Can I get a copy of Swarmia’s SOC 2 Type 2 audit report?

Absolutely. Reach out to hello@swarmia.com or your account manager to get your copy.

We’re happy to share the report with anyone we have a legitimate business relationship with. If you’re a security team member looking for an answer to this question, please make sure that your point of contact for the Swarmia evaluation has talked to your account manager about it.

Can you fill out our security questionnaire?

We’d be happy to complete a security questionnaire for any company considering one of our paid plans. Please reach out to your account manager or hello@swarmia.com to get started.

Do you support Single Sign-On (SSO) / SAML?

Swarmia supports Single Sign-On through GitHub.

Swarmia requires all users to log in to the product using their GitHub login. This allows us to avoid security hurdles with self-managed passwords and use an identity provider that your organization already trusts.

The typical Single Sign-On features work through the GitHub authentication:

  • You’ll be able to get access to Swarmia when you have access to the relevant GitHub organization, so you don’t need to create Swarmia user accounts for each employee.
  • When an account is disabled from your SSO provider, if you’ve configured it to be deleted from GitHub the change will also propagate to Swarmia automatically.

In our experience, this solution should pass a review from your internal security team. Feel free to reach out to your account manager if you have any concerns, as we also have plans to support SSO providers directly.

Ready for a fast and flexible way to create cost capitalization reports?
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