OFX AI
More room for less noise.
AI Workflows automate routine tasks so you can focus on what’s next, not what’s overdue.
AI that meets you where you are.
Human approval at every stage.
Automate routine tasks. AI provides suggestions, your team makes the final call.
Your data stays yours.
We don’t use your personal information to train AI models. For more information refer to our Beta Terms of use.
Business rules built for you.
Set the rules for how transactions are reviewed, routed and approved across your business.
OFX AI
Your new finance shortcuts.
Rekeying payment details?
AI extracts data and maps it to your accounting setup, so you can move straight to review.
Worried you’ve missed a red flag?
AI identifies unusual activity, duplicate invoices and payment risks before money moves.
Routine checks clocking up hours?
AI surfaces payee expense history and details so you can make the call without all the info gathering.
Another “is this allowed” expense?
3am client dinner? AI can suggest approving, rejecting or further review based on your company policy.
Meet your AI Workflows.
OFX AI Workflows automate the tasks your team still does manually. Data entry. Expense policy checks. Duplicate detection. All of it running inside your existing finance processes. And the best bit? Your team reviews and has the final say before anything moves. Available on Full Suite plans.
Document Processor
Month-end close just got faster.
Skip the data entry.
Automatically extract key details from bills, invoices and receipts, turning them into fully coded entries, mapped to your chart of accounts.
Automate your books.
Key details are matched to your accounting setup, including tax rates, categories and tracking fields. With two-way sync integrations with Xero and QuickBooks Online.
Streamline your process.
AI remembers how recurring suppliers have been coded and recommends adjustments for new auto fill settings, saving your team time at month-end.
The Detector
A second pair of eyes across every expense.
Detect risks before they happen.
Spot mismatched bank details, unusual activity, duplicate payments and other inconsistencies before money moves.
Skip the detective work.
Every issue that’s flagged by AI is supported with a risk level and reason so you can review and resolve faster.
Approve with confidence.
Review AI suggestions and make informed decisions without losing oversight. You make the final call.
Policy Enforcer
Set compliance to autopilot.
Set your company rules.
Every expense, invoice and payment is automatically checked against your company policy. Don’t have one yet? Create it directly in-platform.
Context at a glance.
Being stalled by ‘let me check?’ Get relevant policy guidance and spend history at the point of approval.
Policies that know who’s who.
Automatically apply the right policy rules based on employee type when you add user-level context like seniority, department or employee location.
24/7 support
Powerful technology, backed by real people.
Automation when you need speed. Human expertise when you need support.
See how OFX can work for your business.
Get started.
Create an account and unlock faster finance supported by AI*.
Book a demo.
Book a demo with a local specialist to see how it can work for you.
*OFX AI Workflows is only available on the Full Suite Plan.
FAQs
What are OFX AI Workflows?
OFX AI Workflows are AI-powered features built into the OFX platform to help finance teams spend less time on repetitive tasks and more time on the work that matters.
Rather than replacing your existing processes, they work alongside them. They can extract invoice data, identify potential risks, apply policy checks and prepare suggestions for review. No new systems to learn, just practical AI solutions designed to help your team move faster while maintaining visibility and control.
What is OFX Assist?
OFX Assist is a conversational AI assistant built into the OFX platform. It can answer questions about payments, accounts, products and more, helping you find the information you need faster. If you ask it to, it can also help complete supported account actions when asked, from creating new cards to profile changes. If you need extra support, you can switch to an OFX Specialist at any time.
Will OFX AI make decisions on my behalf?
No. OFX AI Workflows are designed to support decision-making, not replace it. Human review and approval remain an integral part of the process.
AI Workflows power up your existing processes by identifying potential risks, extracting information, applying policy checks and preparing suggestions, so you can make faster, more informed decisions while maintaining control.
Do I need to change my existing approval processes?
No. AI Workflows are designed to support and enhance your existing approval processes, helping teams apply policy rules while maintaining oversight and control.
Are AI Workflow actions recorded?
Yes. Actions, suggestions, approvals and decisions are recorded to support governance, audits and compliance reviews. This provides a clear record of activity while helping ensure business information remains protected in line with OFX’s AI and Beta Terms of Use.
Is my business data used to train AI models?
OFX will not use or process business data to enhance or improve our AI models, unless that business data has been aggregated such that it cannot reasonably be used to identify you or an individual associated with your OFX account. Refer to the AI and Beta Terms of Use for more information.
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