Accounting partnerships and advisors
All your clients. One platform. One login.
Get the oversight, automation and control you need to deliver a winning advantage for you and your clients.
Deliver more for your clients with OFX
Our platform is designed to simplify and streamline financial operations for accountants, bookkeepers and business owners alike.
With a single log in, you can work across all of your clients’ accounts, without ever leaving the platform.
From bill and receipt capture to local and international payments, employee expenses, and more—OFX’s all-in-one platform takes the complexity out of managing multiple clients.
OFX gives you all this… and so much more
Forget juggling multiple accounts, platforms and sign-ins, our all-in-one platform has the tools you need so you can focus on what matters.
Robust controls
Configurable approval workflows to suit you and your clients. Assign to different teams with ease.
Reduce manual tasks
Reclaim your time by eliminating manual data entry and physical approvals. Don’t hate it. Automate it.
Integrated features
Manage your clients’ expenses with easy Accounts Payable (AP) automation and simplified workflows.
Clear oversight
View client data, revise payments, and process invoices to get the full picture of all linked cash flows.
Easy global FX payments
Quickly open and manage multi-currency accounts in 30+ currencies, all in one platform at competitive rates.
Simple client onboarding
Link clients to your OFX Advisor Console, making it easy to track progress, send reminders and offer support.
Ready to transform your services with OFX?
OFX Advisor Console
Power up your practice with OFX
The OFX Advisor Console is custom-built to provide accounting partners and bookkeepers with a clear overview of all your clients’ expenses and cash flow. With a single log in, you can work across all clients with an OFX account, without ever leaving the platform.
A smarter way to manage clients and currency, all in one place.
Take back control with automated solutions
Spend your valuable time on clients, not manual data entry.
Accounting software Integrations
Integrate your client’s accounting software for easy reconciliation
Reconciliation is faster and more accurate with smart automation, simplified workflows, and reduced manual tasks. No more wasted time endlessly chasing receipts for clients using Xero or QuickBooks.
Spend management
Stay in control of your clients’ spending
Define budgets, set controls, and establish workflows before any money is spent.
Gain deeper insights into client expenses, so you can identify opportunities to add meaningful value.
Everything from a single confirmation to complex approval chains. Customise triggers to suit your client’s workflows.
Smart client onboarding, from start to finish
We know you care about your clients – and so do we. We’ve made onboarding easy, supportive, and compliant.
Clients are linked to your Advisor Console upon sign-up, making it easy to track onboarding status, send reminders, and support document submission.
Built with security in mind
We ensure a secure online experience with a range of practices and measures designed to safeguard your and your clients’ sensitive data and prevent unauthorised access.
We are ASIC and AUSTRAC regulated, ASX listed and ISO 27001:2022 certified.
Why our clients love us
OFX helped this firm save 5 hours per week and one full salary a year.
“The efficiency gains have been significant.” Ashley Garrone — Principal, Mage
Pricing
Plans to suit accountants & bookkeepers.
Flexible, transparent pricing designed for consulting accountants. Scalable plans that maximise efficiency, profitability, and control. Onboard your clients to OFX and unlock discounts on Standard and Full Suite plans.
Bronze
1-19 clients
15% discount
Silver
20-74 clients
20% discount
Gold
75 + clients
25% discount
See it in action and ask us anything
Real human help is a major reason people love us. It all starts with your personalised demo. Schedule one today.
