Accounting partners and advisors platform
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.
Supporting your clients just got a whole lot easier
The OFX Advisor Console is custom-built to provide accountants & bookkeepers with a clear overview of your clients’ expenses and cashflow.
Automated workflows, segregated duties and spend management controls across AR and AP gives you control and allows you to better manage every client securely.
A simpler way to take control and advise your clients
Save yourself (and your clients) time, money and stress with an integrated platform that can sync and automate 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. 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. Centralise 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?
Security that lets you sleep at night
We use robust security measures to protect your data, and ensure a secure online experience.
You and your clients can rest easy as we are FCA regulated, stock-listed and ISO 27001:2022 compliant.
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.
Plans to suit accountants
Flexible, transparent pricing designed for consulting accountants. Scalable plans that maximise efficiency, profitability, and control.
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Take control. Free your time. Save money.