Understand How Your Business Money Moves

[PUBLICATION NAME] publishes practical explanations of OFX for U.S. business owners and finance teams. The guides examine what happens between receiving money, approving an expense, paying a supplier, and recording the result in your accounts.

Start with the OFX business guide to understand how the main functions fit together. For a specific decision, choose the relevant reading path below.

Receive and manage money in different currencies

A customer’s payment, a currency conversion, and a supplier payment are separate events. Understanding that separation helps you decide which funds to hold, which to convert, and which balance will cover an upcoming obligation.

Read about OFX currency accounts and the difference between funding an account and sending a payment.

Understand what the service costs

A subscription price does not describe every transaction charge. Likewise, a transfer-fee statement does not establish the cost of card processing or currency conversion.

Our business-fee guide explains how to build a cost estimate around your actual activity. If you are considering paying an invoice with a credit card, read the separate Pay by Card explanation.

Control expenses before and after payment

A payment platform needs clear instructions about who can spend, who can approve, and how each expense should be recorded.

Explore corporate cards for team spending and accounts payable for supplier invoices. The accounting-integration guide explains what to establish before connecting QuickBooks Online or Xero.

Plan a future currency payment

An upcoming invoice can raise two different questions: when to exchange money and when to deliver payment. Our forward-contract and limit-order guide explains how those decisions differ.

This publication provides editorial information. For account access, transaction instructions, or an existing payment, use OFX’s official contact page.

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