OFX AI

More room for less noise.

AI Workflows automate routine tasks so you can focus on what’s next, not what’s overdue.

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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.

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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.

OFX Assist

Looking for answers? Just ask.

OFX Assist helps you complete everyday tasks, directly from your account. When you ask OFX Assist about payments, expenses, accounts, spend or integrations, you’ll get answers relating to your OFX account. Plus, OFX Assist can help you get things moving — like setting up a Corporate Card or creating a report to get you across your latest payments.   

Need human support? Switch to an OFX Specialist without losing the conversation.