OFX offers various 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.

Available Subscription Plans:

We currently offer the following plans:

• Standard Plan:

  • Designed for businesses seeking a simple way to manage international payments and everyday spending.

  • You’ll get core access to an OFX business account, international money transfers, global currency accounts, corporate cards, and expense management tools.

  • Invite unlimited users with access only rights.

  • Issue unlimited Company Cards (subject to fair use, refer to OFX Card Agreement for details).

• Full-Suite Plan:

  • Includes all the benefits of the Standard Plan, plus advanced tools to give you greater control over your spending and finance workflows.

  • Take advantage of Spend Management features like approval workflows, custom budgets, and enhanced visibility across your team’s expenses.

  • Streamline your accounts payable with AP & Bill Automation, allowing you to capture, approve, pay, and reconcile supplier bills efficiently.

  • Connect your finance systems with integrations like Xero (2-way sync), QuickBooks, KeyPay/Employment Hero.

  • This plan is ideal for growing organisations that require stronger controls and more automation across payments, cards, and bills.

• Custom Plan:

  • Includes everything in our Full-Suite Plan, plus custom configuration to support multi‑entity or high‑volume payment needs.

  • Benefit from dedicated onboarding, account management and volume‑based, tailored FX pricing.

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.

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

     

4. For custom plans:

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

Why is this important:

Choosing the right subscription plan provides access to the features your business needs and supports your business as it grows.

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?