Accounting Firms and Advisors
All your clients. One platform. One login
Get the oversight, automation and control you need to deliver a winning advantage for your clients. Our fully integrated Accounts Payable, Corporate Cards and Spend/Expense Management can streamline your services, giving you more time back to focus on your clients and growing your business.
Supporting your clients just got a whole lot easier.
The OFX Advisor Console is custom-built to provide outsourced accountants and advisors with a clear overview of all your clients’ expenses and cashflow. Easily add and manage your clients, track their on-boarding, add users internally and externally, and simply switch between client accounts all in one platform.
With automated workflows, segregated duties and spend management controls across AR and AP you can better manage every client securely and efficiently.
24/7 real-human support for your team and your clients.
Security that lets you sleep at night
We use robust security measures, like Multi-Factor Authentication (MFA), to protect your data and to ensure a secure online experience.
You and your clients can rest easy as we are registered with the Financial Transactions and Reports Analysis Centre (FINTRAC), stock-listed and ISO 27001 certified.
Sync and simplify
Integrations make it easy to connect the OFX platform to your clients accounting software. With a range from two-way automated sync or via a manual push, we have a solution for every technical level.
A simpler way to take control and offer strategic advisory.
Save yourself (and your clients) time, money and stress with an integrated platform that syncs and automates time-consuming processes.
Robust controls
Configurable approval workflows to suit you and your clients. Assign to different teams with ease.
Advisory services
Make it your own with flexible billing. Bundle the OFX services together and profit from an extended advisory service opportunity.
Integrated features
Managing your clients’ expenses with easy AP automation and simplified workflows.
User permissions
Set rules to segregate duties, payment approvals to enable your client to work securely.
Reduce manual tasks
Reclaim your time by eliminating manual data entry and physical approvals. Don’t hate it. Automate it.
Clear oversight
View client data, revise payments and process invoices to get the full picture of all linked cash flows.
Ready to get started?
See the big picture
Onboard new clients, gain real-time visibility over cash positions, payment activity, and upcoming transactions across all client accounts, all from a single login.
Payments & Transfers
Corporate Cards
FX Solutions
Control Hub
Spend Management
AP & Bills Automation
Consolidate all company spend
Whether you’re managing employee expenses, supplier invoices, or international transfers, full oversight is vital. Centralize all company expenditure for complete visibility and control.
Control hub lets you track all spending in one place, issue employee cards with custom limits, and automate manual, repetitive tasks.
The result is smooth, fast financial control, without the hurdles and headaches slowing you down today.
Ready to transform your services with Advisor Console?
Pricing
Plans to suit accountants.
Flexible, transparent pricing designed for consulting accountants. Scalable plans that maximize 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
Benefits
- Advisor Console – Access all your clients from a single dashboard.
- Discount(s) on subscription pricing.
- Dedicated Partner Success Manager.
- Live Support – 24/7, FX concierge.
- Growth tools & campaigns.
- Training and documentation – Client onboarding and support.
Interested? Contact us today on how OFX can work for you and your clients.
See what our clients say about us
Take control. Free your time. Save money.