OFX offers a range of subscription plans designed to suit different business needs. Each plan provides access to specific features and benefits, and you can view or change your plan at any time through your account’s Billing section. If your requirements are unique, OFX also offers customised plans tailored to your business.

Why is this important:

Understanding the available subscription plans helps you choose the right features for your business, manage costs effectively, and ensure you’re getting the most value from your OFX account. Selecting the right plan can also help you scale as your business grows and avoid paying for features you don’t need.

Available Subscription Plans:

While the exact plan names and features may change over time, the following options are typically available:

• Business Plan:

  • Core features for small businesses or those just getting started.

  • Limited number of users and cards.

  • Essential expense management and payment tools.

• Business Plus Plan:

  • All features of the Business plan.

  • Spend Management.

  • AP & Bill Automation.

  • Advanced integrations with accounting software (Xero 2-way sync, QuickBooks, KeyPay/Employment Hero).

  • Account Management

• Configure Plan:

  • All features of Business Plus, with further customisation.

  • Priority support and tailored onboarding.

How to view your current plan and available options:

1. Log into your OFX account.

2. Navigate to the Setup section:

   • Click on Setup from the left sidebar menu.

   • Select the Billing tab.

     

3. View your subscription plan:

   • Your active subscription plan is displayed under Your Plan.

   • To see available plans or upgrade, click Upgrade or Change plan and review the options.

     

   • You will be able to see your current plan and other available plans.

     

     • You can also view further plan details by clicking on the “Refer to the detailed pricing plans” link.

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       This will redirect you to the page with detailed pricing plans.

       

4. For custom plans:

   • If you need a bespoke solution, visit the OFX Contact Us page and submit an enquiry.

Why is this important:

Choosing the right subscription plan ensures you have access to the features your business needs, helps you manage costs, and supports your business as it grows. Reviewing your plan regularly can help you take advantage of new features and avoid unnecessary charges.

Related FAQ Articles:

• How do I change my subscription plan?

• Can I customize my subscription plan based on my business needs?

• How do I view subscription benefits?

• Where can I view my Subscription plan and Subscription invoices?