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A currency management partnership for accountants

Your clients trust you with their numbers. Trust us with their currency. Add currency management services to your client offering with zero overhead. Your clients get an industry-leading provider.

135+ currenciesForward contractsFree 20-minute FX analysis

Become a Partner → Call Us Now: (514) 892-1111

Accountant's desk with calculator, laptop and neat folders

How can accountants add FX services for their clients?

Many of your clients pay suppliers, collect from customers or move money across borders, and the exchange rate moves their margins. You introduce them to FinXtra, and we handle the currency side: payments, forward contracts to lock a rate and other risk tools. You offer a new service without building one.

Currency risk is hitting your clients' margins, and no one is managing it

Importers, exporters and owner-managed businesses often pay suppliers or collect from customers in foreign currency without a treasury function. The exchange rate quietly moves their numbers, and the first time you see it is in the year-end accounts.

Margins that move with the rate

A supplier invoice in USD costs a different amount in CAD on the day it is paid. Without a plan, profit margins absorb the swing.

Bank rates with a margin built in

Banks often build their margin into the exchange rate rather than showing it as a fee, so the true cost of converting is hard to see.

No one owns the currency file

Clients rarely have a treasury function, so currency decisions get made late or not at all. That is a gap you can help fill.

Which clients to introduce

Importers and exporters

Supplier payments and foreign receivables move with the exchange rate. Forward contracts can lock a rate for up to five years.

Owner-managed businesses with foreign suppliers or customers

Many have no treasury function. FinXtra gives them one, starting with a free 20-minute FX analysis.

Individuals with cross-border finances

Property, pensions, inheritance and family support abroad all involve currency transfers, at transparent rates with FinXtra.

How the partnership works

Get in touch

Tell us about your client base and the kinds of currency needs you see.

Introduce your clients

Introduce clients with foreign currency exposure. A short introduction is enough.

We run the FX analysis

We review the client's exposure in a free 20-minute FX analysis and show what works for them.

Your clients are served

FinXtra looks after each client's currency needs from there.

A currency service you do not have to build

You refer, we handle the FX work: payments, forward contracts and other risk tools. Your clients get a service you did not have to build or staff, and your own work stays on their accounts and advice.

A currency service you can offer without building a desk

Rate protection

Forward contracts let clients lock a rate for a known payment date, so budgets and margins hold.

135+ currencies

CAD, USD, GBP, MXN, EUR and more, covering the markets your clients trade in.

A dedicated adviser

Each referred client works with a named FinXtra adviser, not a call centre.

Clear, transparent costs

Clients see the rate and the full cost breakdown before they commit. Your accounting advice stays yours.

Cleaner books

Every payment comes with a record of the confirmed rate and cost, which makes reconciliation simpler for you and your client.

Multi-currency accounts

Clients can receive and hold funds in the currencies they invoice in, instead of converting at whatever rate the bank applies.

Forward contracts and other services are subject to eligibility and approval. FinXtra does not provide tax or accounting advice.

Markets we serve

CanadaUnited StatesUnited KingdomMexico

Why accountants partner with FinXtra

Zero overhead: you add a service without building a currency desk.
Transparent pricing for your clients. No hidden fees, no surprises.
A partner, not a product: your clients get a named adviser and you get a direct line to our team.
Services delivered by an industry-leading provider.
Access to wholesale FX liquidity, usually reserved for large corporations.
1,000+ clients worldwide.

Accountant partnership: common questions

Does referring a client for FX change my relationship with them?

No. You introduce the client for their currency needs and the accounting relationship stays yours. FinXtra does not provide tax or accounting advice.

How do I become a FinXtra partner?

Use the Become a Partner button or call us. We start with a short conversation about your network and how you prefer to make introductions.

Who serves the client once I refer them?

FinXtra serves the client directly, with services subject to eligibility and approval.

Is FinXtra regulated?

FinXtra works with Ebury, which provides the payment and foreign exchange services. Ebury Canada is registered with FINTRAC, and all client funds are held with Ebury Canada in line with regulatory standards. See the regulatory disclosure at the bottom of this page for the US, UK and Mexico.

This page is general information, not financial, tax, legal or investment advice. Services are subject to eligibility and approval.

Partner program

Give your clients a currency service without adding to your workload

Tell us about your network. We will explain how the program works, what your clients get and how we handle each introduction.

Become a Partner → Book FX Analysis → Call Us Now: (514) 892-1111

Solutions: International payments · Forward contracts