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OFX

By OFX
5 out of 5 stars
Free trial available
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Whether you're managing multiple clients or managing your own business, close the books faster. OFX connects to Xero with a real-time two-way sync. Get real-time visibility of funds held in your OFX account, automatically import your chart of accounts and keep your records up-to-date.
Rated
5.0
out of 5
Reviewed by
19
Xero users
Try this app
Free trial
available
Listed for
4 years
May 2021

Overview

The OFX Business platform is built to simplify and streamline financial operations for accountants and business owners alike. 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 money across borders.

With OFX’s real-time, two-way integration with Xero, you can skip the manual data entry and double handling. Payments and bills sync automatically between platforms, so reconciliation happens faster, more accurately, and all in one place.

OFX is your go-to financial operations platform, built to automate repetitive tasks – so you can focus on what truly matters.

Forget juggling multiple accounts and sign-ins. Get the tools you need in one platform. With just a few clicks, you can automate just about everything. Global Payments, Corporate Cards, Spend Management, FX solutions and so much more. The financial platform that does it all. So you don’t have to.

OFX + Xero

No more doubling-up on accounting work.

  • Real-time sync: Automatically sync OFX transactions with Xero, for up-to-date financial records without manual entry.
  • Simplified reconciliation: Reconcile bills in Xero instantly once payments are processed through OFX, reducing manual work.
  • Comprehensive payment solutions: Manage domestic and international payments, with 30+ currencies and great FX rates.
  • AP Automation: Leverage OFX’s AP automation tools to streamline approval workflows and reduce errors. Spend control: Gain better visibility into business and client cash flow.
  • Simplified client management: Easily handle multiple client accounts with centralised access and control.
  • Dedicated support: Real people. Real help. 24/7.
  • Reduce fraud risk: Automated fraud checks on invoices and payments.

Reviews & ratings

5.0 out of 5 stars
19 Reviews

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Most recent reviews

GD
Geraldene Dobson
Posted 15 Aug 2022
5 out of 5 stars

An absolute GameChanger

As a Xero partner who works across Australia and the UK Paytron has been a game changer for clients of mine who have affairs in both regions. The integration with Xero has been great. Even for just Australian companies making foreign payments it has made our process way more efficient! Highly recommended
MS
Matt Sharwood
Posted 3 Aug 2022
5 out of 5 stars

Great Service

Paytron not only offer a great product but their service is outstanding. They listen to feedback and solve the problem immediately. Great company to work with
CD
Chris Davey
Posted 1 Aug 2022
5 out of 5 stars

Game changer

One of, if not the most useful app I have used with Xero. Not only does the product do what it is designed to, it does it extremely well, UX is great, customer service is impeccable and they also really listen and adapt to customer needs.

Additional info

Shared data

Xero
OFX
Invoicesshared from Xero to OFX and from OFX to Xero
Contactsshared from Xero to OFX and from OFX to Xero
Accountsshared from Xero to OFX
Usersshared from Xero to OFX
Tracking Categoriesshared from Xero to OFX
Tax Ratesshared from Xero to OFX
Paymentsshared from OFX to Xero
Currenciesshared from Xero to OFX and from OFX to Xero
Credit Notesshared from Xero to OFX
Bank Transactionsshared from Xero to OFX and from OFX to Xero

Functions

Bills and expensesPayments

Industries

RetailProfessional servicesAccounting

App details

By OFX
Added in 2021

Try OFX for free

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Although Xero reviews each app in the Xero App Store, we can’t give any guarantees. It’s up to you to assess the performance, quality and suitability of any app before going ahead.